JPMorgan Wealth Management - Investments and Advice - Multi-Asset Specialist - Manager-ED

Job Description

Multi-Asset Specialists work collaboratively with regional leadership and investment product teams to provide key support for our Ultra High Net Worth advisors. The team engages with Advisors and their teams to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.  

Job Responsibilities

Management: Manage a team of investment specialists

Client Service & Growth: Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business

Guidance: Advise, identify, and select appropriate investment solutions based on needs shared by advisors and their clients and assist advisors with client proposals

Presentation: Present on national and regional call series, manage communication with assigned regional coverage areas

Partner with sales management: Work with regional leadership to provide content, increase investment flows, identifying trends and providing thought leadership throughout various market conditions

Travel:  Occasional travel to your assigned regions required (likely semi-annual, depending on demand)

Strategic Initiatives : As a senior member of the team, cover the Wealth Partners within assigned regions

Required Qualifications, Capabilities and Skills

This individual needs to have a broad understanding of broad portfolio construction, portfolio risk, and asset allocation solutions. It will be necessary to develop thorough knowledge of our investment platform, for discretionary and non-discretionary advisory, as well as all available investment management solutions

• Bachelor's Degree

  • 10 Years+ of relevant experience including management of highly experienced subject matter experts

  • Knowledge of Asset Allocation and Portfolio Construction, advisory background

  • Passion for the markets and the ever- evolving investments landscape

  • Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities

  • Strong verbal and written communication skills

  • Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment

  • SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)

Preferred Qualifications

• CFA, CIMA, CFP 

About Us

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

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.

Equal Opportunity Employer/Disability/Veterans

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.