JPM Private Bank/WM Solutions - Equity Options Solutions, Associate
Within the J.P. Morgan Private Bank, the Derivatives Solutions specialist team works seamlessly with Wealth Management Advisors, strategists, and trading/product partners to help high net worth clients assess market dynamics and implement investment and risk management solutions.
As an Equity Options Solutions Associate you will support advisor coverage focused on helping HNW clients manage concentrated singlestock exposures using listed equity options and other approved derivative and alternative solutions. This role requires the ability to translate complex option structures and underlying equity risks into clear, client-ready narratives supported by analytics, scenario analysis, and hypothetical portfolio management comparisons, while operating with strong organizational skills to support a broad advisor base in partnership with senior team members.
Job responsibilities:
- Provide Advisors with exceptional guidance & service in evaluating, structuring, and managing solutions for HNW clients with concentrated equity positions using listed options and approved derivative/alternative products
- Apply sound risk and portfolio management principles for concentrated singlestock exposures, including trade-offs across downside protection, upside participation, income generation, liquidity needs, and client constraints
- Develop and deliver analytics and hypothetical strategy comparisons (e.g., payoff profiles, scenario analysis, stress tests, key option sensitivities/greeks) tied to both the options position and the underlying equity position
- Communicate complex concepts (structure mechanics, risks, outcomes, assumptions, and limitations) in Advisor- and client-ready language-both verbally and in writing
- Provide leadership-level support for pricing, execution guidance, trade structuring, and ongoing lifecycle management (rolls, expirations, assignment/exercise considerations) for U.S. equity options
- Contribute to platform growth through thought leadership, best practices, and internal enablement (playbooks, training, templates) to improve Advisor fluency in concentrated equity risk management solutions
- Prepare high-quality analysis and client/advisor materials (e.g., pitch content, one-pagers, talking points) and help enhance workflows through effective use of approved tooling (e.g., Excel/PowerPoint and AI-enabled processes where permitted)
- Ability to partner with internal strategists and cross desk partners to effectively collaborate and launch campaigns for proactive client engagement
Required qualifications, capabilities, and skills:
- Minimum of 3+ years of prior experience in equity options (trading, structuring, or advisor-facing coverage); equity trading experience
- Demonstrated ability to apply options strategies to concentrated equity / covered equity use cases (e.g., collars, covered calls, protective puts/spreads) and explain outcomes under different market scenarios
- Familiarity with broader tools to manage concentrated equity positions such as exchange funds, options/collared overlay strategies
- Strong analytical skills with experience in options modeling, greeks/risk concepts, scenario analysis, and translating analysis into actionable, compliant portfolio considerations
- Strong communication skills (both verbal and written), with the ability to articulate complex derivative concepts clearly to non-specialists and a range of stakeholders
- Strong work ethic, professionalism, and ability to manage multiple priorities under pressure with high attention to detail
- Self-motivation and demonstration of initiative; proven ability to operate effectively in a fast-paced, highly controlled environment
- Strong Microsoft Office skills (Excel/PowerPoint/Word) and familiarity with market/trading tools (e.g., Bloomberg or comparable systems)
- Series 7 and 63 required
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
