JPMorgan Chase
Wealth Management Solutions, Portfolio Management Group, Vice President (Trade Coordination)
$132K–$220K
New York, NY · Director · Full-time · Posted Sep 17, 2026
- Experience
- 7–12 years of experience in financial services.
- Education
- Bachelor’s degree in finance or a related discipline.
About the job
Coordinates the end-to-end implementation of approved trades for the Private Bank’s discretionary investment business and improves efficiency and client outcomes across the managed platform.
What you'll do
- Analyze trades and develop plans addressing platform capacity, liquidity, sequencing, allocation policy, and client or account impact.
- Coordinate trade execution with internal and external partners, communicate risks and changes, and present trade considerations to the Global Portfolio Management team.
- Review allocations and execution quality, manage exceptions, document learnings, and drive implementation improvements.
What they ask for
- Bachelor’s degree in finance or a related discipline.
- Strong understanding of investment solutions and demonstrated interest in portfolio management and markets.
- Experience working within a risk and controls framework, with strong attention to detail and sound execution judgment.
- Strong communication skills and ability to partner with stakeholders across investment, trading, operations, and client-facing teams.
Nice to have
- Wealth management or private banking experience.
- CFA designation or progress toward CFA; experience working with large datasets.
Pay
USD $132,500.00-$220,000.00 base salary
Model-written summary · the original posting is authoritative