Asset & Wealth Management Sourcer/Researcher
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.
About Us
JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management 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. Human Resources plays a critical role in driving the employee experience, shaping the firm's culture and building a diverse and inclusive workforce. We are a strategic partner to the business — working with leaders across the firm to hire, develop and retain the best people and help meet business goals. Together, we foster a work environment in which our people are supported, feel like they belong and are able to make an impact through their work. We develop and deliver a suite of products and services that help make JPMorgan Chase an employer of choice and drive our business forward.
- ...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
$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- BNY is seeking a Senior Associate for Trust Real Estate within Wealth Management. This role requires managing a nationwide portfolio of specialty assets, ensuring compliance with OCC regulations, and collaborating with various stakeholders to provide high-quality outcomes...AssetFlexible hours
- ...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
- ...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
- ...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
- ...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
$130k - $230k
...portfolio solutions grounded in research and powered by next... ...advises on over $1 trillion in assets for some of the world’s largest... ...presence within the intermediary wealth channel by developing... ...offices, model gatekeepers, managed account platforms, CIO offices...AssetWork at officeWorldwideHome office$126.4k - $267.5k
...custom credit relationships with strategic wealth clients, driving funded loan balance and... ...in a responsible and profitable manner, managing a portfolio of existing credit relationships... ...a seamless client experience Maintains asset quality within the defined Global Wealth...AssetShift workDay shift- ...Lead requirement intake calls with hiring managers and offer guidance on the recruitment... ...Financial services experience preferred; asset management exposure is a major plus... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...Asset
$60k - $125k
...Description Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals... ...Advisors and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your...AssetWork at office- ...needs assessments with current and potential wealth customers and recommend appropriate... ...on objectives, risk tolerance and proper asset allocations. Represent the company in community... ...regulatory framework relevant to wealth management. Foreign language skills, such as...AssetLocal area
$75k - $85k
Overview The Wealth Management Specialist is responsible for the initial engagement of advisors in the assigned Growth Team region, connecting... ...onboarding and sales enablement teams to ensure verified assets are realized on Cetera platform(s) within defined timeframes....AssetFull timeFlexible hours$180k - $225k
Wealth Director (Business Development Officer) page is loaded## Wealth Director (Business... ...International is a premier investment and wealth management firm with a commitment to growing and... ...Templeton, a dynamic firm that spans asset management, wealth management, and fintech...AssetWork at officeLocal areaFlexible hours$75k - $175k
About Rockefeller Capital Management Rockefeller Capital Management was established in 2018... ...The Firm oversees $203 billion in client assets as of March 31, 2026. Position A... ...business unit is seeking a highly skilled Team Wealth Planner to deliver white‑glove, high‑...AssetWork at officeLocal area$77k - $214k
Overview 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...AssetFull timeH1bLocal area- ...independently owned global investment management firms. We offer a full array... ...be part of a growing Private Wealth and Advisor Service team -... ...to firms and their research teams. Your primary focus would... ...Responsibilities Raise new assets in our various commingled (primarily...AssetWork at officeLocal area
$83.92k - $125.88k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role... ..., Small Business Partners, Relationship Manager, etc.) Organize client events to enhance... ...safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws...AssetFull timeWork at office$75k - $160k
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around... ..., spanning strategic and tactical asset allocation as well as portfolio risk/return... ...macroeconomic trends and internal research publications, considering their potential...AssetFull timeTemporary workPart time$60k - $125k
YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals... ...Advisors and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your...AssetWork at office$60k - $125k
...YOUR IMPACT Accelerate your career at the pinnacle of global wealth management. Goldman Sachs is looking for ambitious Wealth Management Professionals... ...Advisors and teammates to service our clients Oversee asset movements, portfolio implementations and leverage your...AssetFull timeWork at office$125.4k - $181.88k
Position Overview The Senior Private Wealth Advisor, Practice Lead plays a vital role in... ...role focuses on retaining and growing net assets by providing proactive, personalized financial... ...planning, and investor education. Manage relationships through phone, email, and virtual...Asset16 hoursTemporary workWork experience placementCasual workPrivate practiceLocal area$71k - $114k
Senior Associate, Trust Real Estate - Wealth Management At BNY, our culture allows us to run our... ...influence nearly 20% of the world's investible assets. Every day, our teams harness cutting-... ...experience Strong analytical and research skills related to portfolio management...AssetTemporary workWork at officeWorldwideFlexible hours$125.4k - $181.88k
...Empower Yourself. The Senior Private Wealth Advisor, Practice Lead plays a vital role... ...is focused on retaining and growing net assets over time by delivering proactive and... ...Experience Specialist. While not a people management position, this role will set the tone for...Asset16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hours$76k - $125.3k
Location: Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides comprehensive and specialized tax... ...related issues and developing recommended solutions via research and/or position development Experience interacting with...AssetSummer holidayWork at officeLocal areaFlexible hours$100 per hour
NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed... ...With more than two decades of applied research and market experience, the firm... ...NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA...AssetFull timeWork at office$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 •...AssetFull timeTemporary workWork experience placementLocal area$75k - $160k
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around... ..., spanning strategic and tactical asset allocation as well as portfolio risk /... ...Monitor macroeconomic trends and internal research publications, considering their...AssetFull timeTemporary workPart time$115k - $140k
..., the firm expanded its services from managing capital for a single family to including... ...Los Angeles, KAR is a distinguished asset and wealth management firm with over $50 billion... ...conducting diverse planning analyses, and researching emerging topics that impact client...AssetPermanent employmentVisa sponsorshipFree visaFlexible hours$99k - $266k
...their team. The role focuses on providing tax planning and compliance guidance. Responsibilities include supervising team members, managing client accounts, and utilizing technical knowledge to solve complex problems. Candidates should have a Bachelor's Degree, 4 years...Asset
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
- postdoctoral researcher cosmetic science Los Angeles, CA
- data collection researcher Los Angeles, CA
- survey researcher Los Angeles, CA
- security researcher Los Angeles, CA
- qualitative researcher Los Angeles, CA
- researcher Los Angeles, CA
- legal researcher Los Angeles, CA
- machine learning researcher Los Angeles, CA
- field researcher Los Angeles, CA

