Job Description

Job Description

Working at 55ip means standing at the intersection of finance and technology—and at the cutting- edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we’ve experienced breakthrough growth over the last year. Today, over 450 financial advisor firms with $1 trillion in assets (and counting) are using 55ip.

Job summary:

As a 55ip Platform Management and Strategy – Executive Director on the 55ip Platform Management team you will help design, operationalize, and manage 55ip’s operating platform across all product offerings. You will work directly with the Head of Platform Management and in collaboration with 55ip’s distribution, product and technology teams to plan and manage priorities that deepen 55ip’s impact and support its business growth. You will understand the trends across the asset and wealth management ecosystem and matching those with 55ip’s current and future capabilities to support the strategic direction of the company. You will have a background working with tech-enabled operating platforms, collaborating with distribution, product, technology and business administration teams. You will be motivated, a problem solver, and an effective leader looking to make a significant impact.

Job Responsibilities

• Evaluate and enhance strategic partnerships to align with business objectives and growth strategies.
• Provide strategic planning and development support, including market analysis and client feedback to inform product roadmap, distribution and investment activities.
• Lead strategic decision-making processes to advance 55ip’s platform capabilities and future state direction. 
• Assist with managing the planning process including corporate priorities, strategy development with key stakeholders, developing key metrics, and tracking progress.
• Design processes, operating models and document them to support the business. 
• Collaborate with the Platform Management, Product, and Technology in the translation of strategy into operational plans along with functional and supporting teams.
• Partner with project leads across all phases of a product development lifecycle including concept design, features, processes, controls development, build, testing, and launch readiness that facilitates an efficient and consistent approach. 

Required qualifications, capabilities and skills: 

• A strategic thinker with excellent written and verbal communication skills
• Strong sense of attention to detail, pride in delivering high quality work and willingness to learn
• Deep understanding of the asset and wealth management industry, including trends in products and programs
• An understanding of or exposure to financial capital markets, various financial instruments (such as stocks, ETFs, Mutual Funds, etc.), and financial tools (such as Bloomberg, Reuters, etc.)
• Able to shift gears and react quickly to timely requests
• Self-motivated, proactive, responsive ability to think strategically but also willing to dig into the details and tactics
• Ability to write effectively and produce concise and effective presentations

Preferred qualifications, capabilities and skills: 

• Must be collaborative and thrive on challenges in a fast-paced and dynamic environment
• Strong proficiency in PowerPoint, Word and Excel
• Bachelor’s degree in finance or similar field

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

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