Wealth Management, Restricted Stock / 10b5-1 Specialist , Vice President

**About Strategic Equity Solutions / Restricted Stock Group**
Strategic Equity Solutions (SES) provides holistic advice and execution for clients with large, concentrated equity positions, leveraging the breadth of JPMorganChase capabilities. The Restricted Stock Group (RSG) helps advisors and clients navigate affiliation and restrictions (including control stock, Rule 144 transactions, lockups, and related diligence/documentation) and delivers coordinated execution across internal and external partners.

The Restricted Stock / 10b5-1 Specialist (VP/ED) is a subject-matter expert responsible for advising Wealth Management teams and clients on U.S. regulatory considerations and execution strategy for restricted/control securities and Rule 10b5-1 plans. The role leads diligence and documentation, partners directly with issuer counsel and internal legal/compliance partners, and drives end-to-end execution across selling, pledging, hedging, gifting, and wealth transfer strategie...

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