JPMorgan Wealth Management - Investments and Advice - Multi-Asset Specialist - Vice President
J.P. Morgan
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 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 will be required (likely semi-annual, depending on demand). Required Qualifications, Capabilities and Skills Bachelor's Degree 5 – 10 Years of relevant experience Advisory background preferred Knowledge of Asset Allocation and Portfolio Construction 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
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 #J-18808-Ljbffr J.P. Morgan- ...provides holistic advice and execution... .../ 10b5-1 Specialist (VP/ED) is a subject... ...for advising Wealth Management teams and... ...lead complex, multi‑stakeholder processes... .... JPMorgan Chase & Co. is... ...J.P. Morgan Asset & Wealth Management... ...industry‑leading investment management and...Asset
$125k - $290k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...expect to participate in exciting investment opportunities while... ...financial advisors and individuals.Multi-Asset SolutionsMulti Asset...AssetFull timeTemporary workPart time- Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize... ...expect to participate in exciting investment opportunities while... ...financial advisors and individuals.Multi-Asset SolutionsMulti Asset...Asset
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- ...services firm with assets of more than $2 trillion... ...We are a leader in investment banking, financial... ...processing, asset management and private equity.About Wealth Management: With... ...the highest quality advice, service,... ...requesting an accommodation.JPMorgan Chase & Co. is an Equal...Asset
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...WealthCompany: CitiCiti Global Wealth brings together the full... ...partner to lawyers, accountants, asset managers and management professionals... ...specific expertise. The Investment Counselor is the primary wealth... ...solutions, and in providing advice and guidance on markets and...AssetFull time$125k - $250k
...Advisor Enablement Associate / Vice President will support the delivery and... ...development initiatives across Private Wealth Management. This role serves as a key... ...provide financial planning, investment management, banking and comprehensive advice to a wide range of clients,...AssetFull timeTemporary workPart timeWork at office$150k - $250k
...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... ...constructing customized multi-asset portfolio solutions...Asset$115k - $270k
...IMPACTWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients... ...provide financial planning, investment management, banking and comprehensive advice to a wide range of clients,... ...investment acumen through creating asset allocation strategies and...AssetFull timeTemporary workPart timeWork at office$100k - $160k
Private Wealth Management (PWM)Goldman Sachs Private Wealth Management (PWM) specializes in creating... ...strategies drawn from our deep investment experience, diverse wealth management capabilities... ...holistic private wealth management advice to help clients bring their wealth to...AssetFull timeTemporary workPart time- ...which comprises 10 funds managed within the J.P. Morgan... ...$140 billion in net assets. The team’s core... ...are in place prior to investment activity. Drive process... ...administration, and/or asset or wealth management platforms.... ...commitments. #J-18808-Ljbffr JPMorgan Chase & Co.AssetWork experience placement
$115k - $270k
...work closely with Portfolio Managers and Private Wealth Advisors (PWAs)? Our team members... .... The team is seeking a Vice President who has the ability to... ...provide financial planning, investment management, banking and comprehensive advice to a wide range of clients,...AssetFull timeTemporary workPart time- JPMorgan Chase & Co. is a leading global... ...firm with assets of more than $2... ...including Asset & Wealth Management, Corporate and Investment Banking, Commercial... ...alternatives, multi-asset and money... ...deliver advice, solutions and... ...with the Borrower Specialist team to ensure...AssetWork at office
- J.P. Morgan Asset & Wealth Management, with client assets... ...leader in investment and wealth management... ...alternatives, multi-asset and money... ...quality advice, service, capabilities... ...Deposit Sales Specialist, Vice President, you will partner... ...accommodation.JPMorgan Chase & Co. is...Asset
$129.84k - $194.76k
...colleagues. Our team manages a broad spectrum... ...framework, the Wealth Communications team... ...the intersection of investment thought leadership... ...market views, asset allocation frameworks... ...leaders, product specialists, and subject matter... ...executing successful, multi-channel...AssetFull timeWork at office$125k - $290k
Job Description Multi Asset Solutions (MAS) is a multi-asset class investing group that sits within the Asset Management Division at Goldman Sachs. It designs and develops comprehensive... ...’s leading corporations, sovereign wealth funds, pension plans, governments, financial...AssetFull timeTemporary workPart time- ...Wealth Planning & Advice is a group of experts in trusts & estates, tax planning... ...both simple (e.g., asset titling, beneficiary designations... ...and concentrated position management (such as 10b5-1 plans, derivative... ...products and platforms (investment, banking and lending)...AssetWork at officeLocal area
- The J.P. Morgan Wealth Management (USWM) business is focused... ...- our digital investing platform. The... ...~$600 billion in Assets Under Management and... ...20 offices.As an Vice President, Investment Product Specialist in J.P. Morgan Wealth... ...financing, investment advice, small business...AssetWork at officeRemote workFlexible hoursNight shift
$88.4k - $132.6k
...WealthCompany: CitiThe Wealth Relationship Mgmt.... ...decisions through advice, counsel and/or... ...of product specialists, intuitively recognize... ...banking, credit and investment needs and goals to... ..., Relationship Manager, etc.)Organize client... ..., its clients and assets, by driving...AssetFull timeWork at office- ...Solutions Team Vice President J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management... ...Wealth Management and JPMorgan Advisors about the DC Consulting... ...cultivating a network of specialist advisors within the...AssetRemote work
$125k - $250k
...IMPACTThe Talent Strategy Vice President will focus on Americas... ...initiatives, managing high-visibility programs... ...advisors across Private Wealth Management. The role is... ...provide financial planning, investment management, banking and comprehensive advice to a wide range of...AssetFull timeTemporary workPart time- As a Vice President within Investment Grade Finance you will monitor global... ...detailed execution advice for our... ...skills with ability to multi-task and prioritize... ...transaction processing and asset management. We offer a... ...requesting an accommodation.JPMorgan Chase & Co. is an...Asset
- YOUR IMPACTAs a Vice President in Global Risk Management within Goldman Sachs Asset Management, you will help... ...taking across a diverse multi-asset platform. You... ...of Multi-Asset risk specialists and partner closely with... ...discussions with investment teamsOversee daily/weekly...Asset
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