Insurance and Wealth Management Attorney - Vice President, Assistant General Counsel

The U.S. Wealth Management Legal team is seeking an attorney to support its dynamic annuities, life insurance and wealth management business, who thrives on partnership and problem solving. By joining our team and supporting its associated functions, you will be an integral contributor, driving product development and strategy, and providing valuable regulatory insight.

As an Insurance and Wealth Management Attorney - Vice President, Assistant General Counsel within our Wealth Management Legal team, you will provide critical analysis and discussion of insurance and wealth management-specific regulatory issues, ongoing support of product distribution issues, and the creation, review, and general support of relevant transactional and regulatory documents.  You will provide direct advice and support to internal Wealth Management and Products Solutions clients, including Advisors, Sales Management, Operations, Risk, and Controls, as needed. You will work closely with colleagues on the US Wealth Management and Product Legal teams and collaborate with Compliance, Risk and Controls functions to ensure comprehensive and effective support. 

The Legal Department at JPMorgan Chase & Co. manages legal and other risks, advises on products and services, interprets laws and regulations that impact the firm, and advises the firm on other matters.  Our global team is made up of 2,000 lawyers and legal professionals with a reputation as thought leaders who deliver best-in-class services. As trusted advisors, we help the firm’s clients while also safeguarding the integrity of the firm.  We are committed to a culture of inclusivity and belonging, where people can grow and succeed throughout their careers while working for a first-in-class financial institution doing cutting-edge work. If these values resonate with you, we would like to hear from you. 

Job responsibilities 

• Serve as primary legal contact for guidance related to certain financial products, including brokerage products, life insurance, and annuities and their distribution.
• Draft, negotiate and review transactional documents to support business objectives.
• Provide ongoing strategic advice and guidance on regulations related to insurance and wealth management to business partners, other legal teams and functional partners.
• Interpret existing, contemplated, and proposed laws, rules, and regulations, and advise on changes thereto.
• Working on special projects outside of normal responsibilities and ability to adapt as needed.

Required qualifications, capabilities and skills 

• At least 5 years of legal practicing experience at a law firm, financial institution, insurance company, government agency, regulator and/or self-regulatory organization with demonstrated insurance experience.
• Experience in insurance and broker-dealer matters, including knowledge of state insurance laws and regulations, and FINRA rules and regulations.
• Proficient in handling a large number of issues and competing priorities in a fast paced and rapidly evolving environment.
• Ability to understand business needs and partner with key stakeholders to create solutions.
• Excellent communication skills (verbal and written) with the ability to interact effectively and professionally at all levels.
• All candidates for roles in the Legal department must successfully complete a conflicts of interest clearance review prior to commencement of employment.
• Attorney must be licensed to practice law and a member in good standing in in the state/jurisdiction in which the position is based or otherwise in compliance with the in-house counsel registration rules of that state/jurisdiction.
• All candidates for roles in the Legal department must be licensed to practice law in the country of employment and successfully complete a conflicts of interest clearance review prior to commencement of employment.

All candidates for roles in the Legal department must be licensed to practice law in the country of employment and successfully complete a conflicts of interest clearance review prior to commencement of employment.