Asset & Wealth Management Sourcer/Researcher
JPMorgan Chase
Recruiting Analyst
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. The U.S. Private Bank provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
As a Recruiting Analyst in Asset & Wealth Management, you will play a vital role in our global recruitment efforts for the Wealth Management and Alternatives Solutions business. You'll primarily focus on recruiting talented Analysts and Associates, while also collaborating with senior recruiters on higher-level searches. In this role, you'll be an integral part of our Talent Acquisition & Talent Management initiatives, contributing to competitive intelligence, market mapping, succession planning, and confidential projects. Building strong relationships with senior managers and candidates is at the heart of what we do, so your consultative and strategic mindset will be key to your success.
We are excited to welcome someone who is passionate about connecting with people and making a meaningful impact on our team. If you thrive in a collaborative environment and are eager to grow with us, we would love to hear from you!
Job Responsibilities
- Leverage creative sourcing and outreach strategies to attract top talent through various platforms and networks.
- Manage the full recruitment lifecycle, from initial contact to successful hire, ensuring a seamless process.
- Understand the unique needs of each business line by participating in client meetings, staying informed about business changes, and acting as a subject matter expert in your recruiting areas. Manage expectations for both hiring managers and candidates.
- Ensure a positive candidate experience with regular and timely communication throughout the recruitment process, sharing feedback from managers and appropriately updating all candidates.
- Conduct thorough interviews to assess and qualify both active and passive candidates, ensuring alignment with the role's requirements.
- Educate candidates on career growth opportunities, benefits, compensation philosophy, and the many advantages of joining our firm, effectively promoting both the company and the role.
- Facilitate compensation discussions with hiring managers and candidates to ensure successful offer closures.
- Build strong relationships with key stakeholders to support candidate development and offer processes.
- Utilize the full capabilities of our applicant tracking system, maintaining data integrity and ensuring accurate records.
Required Qualifications, Skills, and Capabilities
- 1 year of experience in full lifecycle recruiting within a fast-paced corporate environment or a recruiting agency, particularly in financial services.
- Strong communications skills with ability to think quickly on your feet.
- Comfortable speaking with prospective candidates, of all seniorities, on a regular basis via telephone and zoom/virtual.
- Proven project management skills, with the ability to handle complex assignments and multiple searches while delivering top-notch client service.
- Strong interpersonal skills, comfortable interacting with employees at all levels.
- Ability to work independently in a dynamic environment characterized by change, challenges, and multiple deadlines and priorities.
- Experience handling sensitive and confidential information with the utmost discretion.
- Exceptional networking and relationship-building skills, with expertise in name generation.
- High comfort level with direct sourcing, and the ability to attract currently employed candidates to opportunities within our firm.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
JPMorgan Chase- ...Recruiting Analyst J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. The U.S. Private Bank provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset...Asset
- ...Senior Wealth Advisor About the Company Respected wealth management firm Industry Financial Services Type Privately Held About the Role The... ...also be instrumental in expanding the company's assets under management (AUM) and developing new client...Asset
- ...Director, Wealth Management Los Angeles, CA Who Are We? IEQ Capital is a Registered Investment... ...clients Construct performance and asset allocation reports along with the... ...all aspects of their servicing needs; Researching client inquiries, managing follow up communication...Asset
- City National Bank in Los Angeles is seeking a Manager National Specialty Wealth Assets to manage and implement the strategic vision for all specialty assets held in trusts and estates. Responsibilities include oversight of a nationwide portfolio of real estate assets,...Asset
$300k
...Managing Director Opportunity At Masterworks Advisers Masterworks Advisers is a Registered... ...for: Launching a private wealth team of 2-4 advisors within your city... ...and the benefits of allocating to this new asset class. You will be based in either Beverly...AssetAfternoon shift$60k - $125k
Goldman Sachs is seeking Wealth Management Professionals in Los Angeles to enhance client relationships and deliver exceptional service. You... ...relationship manager for ultra-high net-worth clients, oversee asset movements, and collaborate closely with Private Wealth...Asset$60k - $125k
The Goldman Sachs Group is seeking a Wealth Management Professional in Los Angeles, California. This role requires a Bachelor's degree and 1... ...manage relationships with ultra-high net worth clients, oversee asset management, and ensure a top-notch client experience....Asset- A leading wealth management firm in Los Angeles is looking for a Senior Vice President, Financial Advisor to play a key role in regional expansion... ...potential ranging from $500,000 to over $1,000,000 based on production and asset growth. #J-18808-Ljbffr The Rogan Group, IncAsset
- PathStone Capital, a leading independent wealth management firm in Los Angeles, is seeking a Vice President, Global Regions to drive international... ...will have experience in cross-border wealth advisory and asset allocation, focusing on UHNW individuals and families. This...AssetRemote jobFull time
- ...Citi Wealth At Work - Banker - Director Discover your future at Citi Working at Citi... ...® Private Client and captures wealth management in the workplace through Citi Global Wealth... ...to be a partner to lawyers, accountants, asset managers and management professionals with...Asset
- ...professional with over 10 years of experience in commercial credit or wealth management. This role involves driving loan growth, managing client relationships, and collaborating with teams to ensure asset quality. The ideal candidate possesses strong communication,...Asset
- ...Wealth Management Advisor The Wealth Management Advisor (WMA) position is the investment planning... ...WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp... ...strategy, manager/fund/security research and due diligence, and portfolio construction...AssetTemporary workWork experience placement
$68k - $120k
...coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales... ...responsible for enhancing team capacity, managing the client service model, ensuring the execution... ..., including tracking the acquisition of assets, growth, and performance of FA/PWA/team...AssetTemporary workWork experience placementLocal area- ...client-focused Client Relationship Specialist to support our Wealth Management division in Century City. This role is ideal for professionals... ...operations. • Experience supporting teams managing large asset portfolios (e.g., $600M+). Ability to work independently and...Asset
- ...Executive Director, Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long... ...platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches...Asset
$200.72k - $301.08k
...Global Wealth brings together the full power of Citi to serve the entire continuum of wealth clients. Citi Global Wealth at Work is a partner to lawyers, accountants, asset managers and management professionals with deep industry specific expertise. The Investment Counselor...AssetFull time$130k - $150k
...Role : Business Analyst -Wealth Management Exp Range: 15 + years of relevant experience... ...and high self-awareness/EQ. Previous research experience, influence skills, initial leadership... ...to develop customized financial plans/asset allocation proposals utilizing the Firm...AssetLocal areaRemote work$100 per hour
NorthCoast Asset Management is an active investment management firm founded in 1988 and based in... ...institutions. We believe a thoroughly researched and systematic investment process grounded... ...Asset Management is looking for a Wealth Advisor, Vice President to join our LA...AssetWork at officeLocal area- ...Advisor seeking to transform traditional wealth management. Our quest is to integrate the... ...all aspects of their servicing needs Researching client inquiries and managing the follow... ...communication Construct client performance and asset allocation reports Collaborate with...AssetWork experience placement
$150k
...Wealth Advisory Business Development Officer Job Location(s) US-CA Job... ...Marketing Department US Wealth Management Type Regular Full-Time Position... ...plays a critical role in achieving asset growth and increasing market share within...AssetFull timeWork at officeHome office- ...Manhattan West") is seeking a Wealth Advisor to join our Private... ...investments across multiple asset classes including Private Equity... ...well as comprehensive wealth management services to a global client... ...their family member in clinical research that includes genetic...AssetLocal area
$180k - $225k
...Wealth Director Fiduciary Trust International is a premier investment and wealth management firm with a commitment to growing and protecting wealth across generations. We offer... ...Franklin Templeton, a dynamic firm that spans asset management, wealth management, and fintech...AssetWork at officeLocal area- ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth Planner (PWP... ...focuses on achieving their goals and the asset allocation needed. This holistic planning...AssetWork at office
$130k - $230k
...presence within the intermediary wealth channel by developing... ...home offices, model gatekeepers, managed account platforms, CIO offices... ...solutions, model portfolios, manager research capabilities, outsourced... ...approval into advisor adoption, asset growth, and scalable enterprise...AssetWork at officeHome office- ...divh2Associate, Wealth Management/h2pIEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our... ...liliCommunicate with clients regarding transactions, such as asset transfers and account opening procedures/liliParticipate in educational...AssetInternshipFlexible hours
- ...Custom Lending Specialist The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial... ...platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches...Asset
- VP / Director of Wealth Management Salem Partners Wealth Management Overview Salem Partners Wealth Management is seeking a senior , client-facing... ...Prepare and present portfolio performance reports , asset allocation summaries, and attribution analyses Communicate market...AssetWork at office
$68k - $120k
...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis... ...(s) (PWAs)/ teams who is responsible for managing all business operations and overseeing... ...results, including tracking the acquisition of assets, growth, and performance of FA/PWA/team...AssetTemporary workWork experience placement$75k - $175k
...About Rockefeller Capital Management Rockefeller Capital Management was established in... ...The Firm oversees $212 billion in client assets as of April 30, 2026. Position A... ...unit is seeking a highly skilled Team Wealth Planner to deliver white-glove, high-touch...AssetWork at officeLocal area$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy...AssetFull timeH1b
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Asset & Wealth Management Sourcer/Researcher. Be the first to apply!
- court researcher Los Angeles, CA
- data collection researcher Los Angeles, CA
- security researcher Los Angeles, CA
- qualitative researcher Los Angeles, CA
- researcher Los Angeles, CA
- machine learning researcher Los Angeles, CA
- field researcher Los Angeles, CA
- design researcher Los Angeles, CA
- independent researcher Los Angeles, CA
- music researcher Los Angeles, CA


