Asset Management - Real Estate Private Wealth Investment Specialist - Vice President
Testing Site - JPMC
Short Business Description Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack. Job Summary As an Investment Specialist on the Real Estate Americas client strategy team you will be focused on raising assets and gaining share for our real estate products through the Private Wealth channel. In this role you will be a leading member of the real estate wealth team responsible for growing Real Estate Americas assets through partnership with JP Morgan US Funds business and the JP Morgan Private bank. Private Wealth Alternatives in the U.S. is a rapidly growing $2T market and represents an enormous opportunity for J.P. Morgan Asset Management (JPMAM). As a leading Alternatives institutional manager (over $200B AUM globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) — and a leading asset manager for U.S. financial intermediaries ([$458B] AUM in mutual funds, SMAs and ETFs, including liquid alternatives) — we’re powerfully positioned to bring private market solutions our financial intermediary partners. Job Responsibilities Collaborate with internal sales channels to proactively position our real estate solutions through RIA’s and our broker-dealer partners. Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning. Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports. Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials. Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies. Assist in strategic projects that support the platform's growth, fostering collaboration and innovation. Ensure all investor communications and materials comply with regulatory requirements and industry standards. Required Qualifications, Capabilities, and Skills 5+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment. Extensive background and definable success in working with financial intermediaries in the wealth channels. Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan. Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews. Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants. Proven organizational skills and success in territory and client management. Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning. Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals. Excellent communication skills for effective collaboration with stakeholders and delivering clear client support. Experience in fostering team collaboration and ensuring alignment with strategic goals. Strong understanding and interest in real estate investment management. Preferred Qualifications, Capabilities, and Skills Series 7 and Series 3 certifications required (or willingness to obtain). #J-18808-Ljbffr Testing Site - JPMC
- ...coming institutional-grade real estate private equity firm to... ...function into the retail wealth channel. A relatively new platform managing just under $2B in AUM,... ...operations and opportunistic investments. The firm focuses... ..., and retail assets. The Mandate This...PrivateAssetFull timeWork at office
$175k - $200k
...largest alternative asset manager. Blackstone seeks... ...in which the firm invests. Blackstone’s over... ...focused on real estate, private equity, credit, infrastructure... ...Private Wealth was built to capture... ...commercially minded Vice President, Product Specialist focused on Blackstone...PrivateAssetFull timeWork at officeLocal area- ...financial services firm with assets of more than $2 trillion,... ...business segments including Investment Banking, Commercial Banking,... ...Securities Services, Asset & Wealth Management, Retail Financial Services and... ...capabilities. JPMorgan Private Bank was recognized in 2015...PrivateAssetBank staff
- ...services firm with assets of more than $2... ...segments including Investment Banking, Commercial... ...Services, Asset & Wealth Management, Retail Financial... ...implementation engine for the Private Bank's... ...Solutions. The Vice President, Investment Product Specialist will: Own the...PrivateAsset
$165k - $185k
...world’s largest alternative asset manager. Blackstone seeks to... ...companies in which the firm invests. Blackstone’s over $1.3 trillion... ...strategies focused on real estate, private equity, credit, infrastructure... ...) - Product Management, Vice President Business Unit Overview...PrivateAssetFull timeLocal area- ...financial services firm with assets of more than $2 trillion,... ...business segments including Investment Banking, Commercial Banking,... ...Securities Services, Asset & Wealth Management, Retail Financial Services and... ...capabilities. JPMorgan Private Bank was recognized in 2015...PrivateAssetBank staff
- ...leading global alternative asset manager with a broad platform spanning private equity, real estate, credit,... ...hedge funds, and other investment strategies. The firm’s Private Wealth business is a significant... ...Funds Attorney at the Vice President level to join its growing...PrivateAssetFull time
- ...National Accounts – Private Wealth GroupHome » Job... ...-focused real estate and infrastructure... ...create value in real assets, benefiting the communities... ...in which we invest. Back in 1994,... ...is seeking a 1st Vice President to support CIM’s... ...teams.* Initiate and manage marketing, sales,...PrivateAsset16 hoursWork at officeLocal areaRemote workHome office
- Real Estate Americas, part of J.P. Morgan Private Markets, seeks an Investment Specialist focused on raising assets through the Private Wealth channel. You will drive real estate product adoption with RIAs, broker-dealer partners, and internal teams to grow assets and...PrivateAsset
$165k - $250k
...world’s largest alternative asset manager. Blackstone seeks to... ...companies in which the firm invests. Blackstone’s over $1.3 trillion... ...investment strategies focused on real estate, private equity, credit,... .... Business UnitThe Private Wealth Public Funds Legal group supports...PrivateAssetFull timeLocal area$250k - $300k
...With:Bernstein’s Wealth Strategies team... ...philanthropy, and the investment implementation... ...Bernstein Private Wealth Management, Wealth Strategies... ...seeking a Trusts and Estates attorney or Tax... ...regarding asset allocation, tax... ...supported by a team of specialists aligned with a...PrivateAssetFull timeTemporary workFlexible hours- ...leading global alternative asset manager with a broad platform spanning private equity, real estate, credit,... ...hedge funds, and other investment strategies. The firm’s Private Wealth business is a significant... ...Funds Attorney at the Vice President level to join its growing...PrivateAsset
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...independent, employee-owned global asset management firm manages over $530... ...offering a wide range of investment strategies and wealth planning services. They are seeking a Vice President, Wealth Investment Client... ...to support their Private Wealth division. Job...PrivateAsset$211.28k - $316.92k
...280.00 - $316,920.00Category: Private Client Product ServicesCompany: CitiCiti Global Wealth brings together the full power... ...partner to lawyers, accountants, asset managers and management professionals... ...specific expertise. The Investment Counselor is the primary wealth...PrivateAssetFull time$150k - $250k
...world’s largest alternative asset manager. Blackstone seeks to... ...companies in which the firm invests. Blackstone’s over $1.3 trillion... ...investment strategies focused on real estate, private equity, credit,... ...and members of our private wealth and institutional client services...PrivateAssetFull timeLocal area- ...Unit Overview: The Wealth Advisory Group is... ...within Wealth Management at New York Life,... ...beyond traditional investment advice, with... ...more in investable assets, responsible for... ...client relations, and specialist resources, to... ...wealth management, private banking, or family...PrivateAssetWork at officeLocal area3 days per week
$115k - $190k
Morgan Stanley Wealth Management provides a range of wealth... ...brokerage and investment advisory,... ...funds, ETFs, and private vehicles. GIMA covers various asset classes such as equity... ..., private equity, real estate, alternative mutual... ...Full timeJob Level:Vice PresidentPosted Date...PrivateAssetTemporary workWork experience placement$125k - $250k
...Learning Design & Delivery Associate / Vice President will lead the design, development,... ...advisor learning experiences across Private Wealth Management. This role is responsible for... ...businesses provide financial planning, investment management, banking and comprehensive...PrivateAssetFull timeTemporary workPart timeWork at office$400 per month
...funds, sovereign wealth funds, private equity firms and... ...leaders and specialists from the Big Four... ...we're seeking a Vice President to join our Property... ..., and other asset-intensive sectors... ...responsible for managing engagements, reviewing... ..., Economics, Real Estate, Law, Business,...PrivateAssetLocal areaRemote workFlexible hours$125k - $250k
YOUR IMPACTThe Wealth Solutions and Private Bank Training,... ...and Development Vice President will lead the design... ...Markets, Managed Strategies, Equity... ...and related specialist businesses. This... ...and knowledge assets that improve employee... ...Markets, investment products, fiduciary...PrivateAssetFull timeTemporary workPart timeWork at office- ...Private Wealth Alternatives in the U.S. is a rapidly growing $2T... ...opportunity for J.P. Morgan Asset Management (JPMAM). As a leading... ...500B AUM globally across real estate, infrastructure and real... ...Private Credit Solutions Group Investment Specialist Team in New York, you...PrivateAsset
- ...Asset Wealth Management - Insurance Risk Vice President NY, United States and 1 more Job Information... ...your judgment to solve real-world challenges that... ...to be best-in-class. Investment Risk & Analytics (IR&A)... ...businesses across the Private Bank and Wealth Management...PrivateAssetFull timeShift work
$115k - $270k
...0411Category: Vice PresidentLocation... ...-10-09Private Wealth ManagementGoldman Sachs Private Wealth Management (PWM)... ...from our deep investment experience, diverse... ...include tax and estate planning,... ...seeking a Vice President to lead PWM's... ...and marketing assets that support the...PrivateAssetFull timeTemporary workPart timeWork at officeAfternoon shift- ...Group - Strategy Specialist Group /Full... ...community-focused real estate and... ...value in real assets, benefiting the... ...communities in which we invest. Back in 1994,... ...the Presidents and Co-Heads of... ...institutional and private wealth business growth... ...thinking, project management and analytical...PrivateAsset16 hoursFull timeLocal area
$125k - $250k
...Regional Advisor Enablement Associate / Vice President will support the delivery and... ...advisor development initiatives across Private Wealth Management. This role serves as a key connector... ...businesses provide financial planning, investment management, banking and...PrivateAssetFull timeTemporary workPart timeWork at office- J.P. Morgan Asset Management (JPMAM)’s Custom Management... ...Morgan Asset & Wealth Management, is... ...leader in investment and wealth... ...including trusts and estates, loans,... ...Smart Investment Specialist - Vice President on the Custom Management... ...management and private banking...PrivateAsset
- The J.P. Morgan Wealth Management (USWM) business is focused on... ...Directed - our digital investing platform. The combined... ...business has ~$600 billion in Assets Under Management and ~5... ...and 20 offices. As an Vice President, Investment Product Specialist in J.P. Morgan Wealth...AssetWork at officeRemote workFlexible hoursNight shift
- ...Private Wealth Planner The Private Client experience... ...to Wealth Management through comprehensive... ...goals and the asset allocation needed... ...Management. As a Vice President, Private Wealth... ..., trusts & estates, individual tax rules... ...products and platforms (investment, insurance,...PrivateAssetWork at office
$115k - $270k
...589Category: Vice PresidentLocation... ...ImpactAcross Asset & Wealth Management (AWM),... ...led planning, investment management, banking... ...AWM, the Private Bank delivers... ...lenders and specialists provide bespoke... ...residential real estate, and unique assets... ..., Vice President is a client-facing...PrivateAssetWorldwide$115k - $270k
YOUR IMPACTThe Practice Management Vice President will play a pivotal role in driving the growth,... ...scalability of our advisor franchises across Private Wealth Management (PWM). By partnering... ...in 1869, we are a leading global investment banking, securities and investment management...PrivateAssetFull timeTemporary workPart timePrivate practiceWork at office
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