Asset Management - Investment Platform Specialist - Morgan Institutional - Executive Director

Job Description

Morgan Institutional is the external-facing digital platform for Asset Management Institutional clients released in 2019.  The platform offers our clients access to JPMorgan Asset Management’s (JPMAM) best in class digital tools, allowing them to analyze their investment portfolios, view deep analytics on their risk exposures, review performance, initiate cash flows into and out of their entitled positions, and gain valuable insights from JPMAM market strategists and investment professionals.  Clients will also be able to access investment research and key webinars/events through the platform.  Morgan Institutional is a key priority for J.P. Morgan Chase & Co. with a long-term development and expansion roadmap. 

Job summary :

As an Investment Platform Specialist (Morgan Money) Executive Director on the Asset Management Morgan Money team you will become an expert in in the platform working with internal partners on delivering on strategic goals. You will be expected to partner with the Morgan Institutional team to develop and streamline client engagement, onboarding, and overall experience. You will be involved in the design and creation of the platform itself, be responsible for developing requirements, and managing the delivery of these requirements.

Job responsibilities:

The best candidate would be one who is:

• Strong product or platform experience 
• Self-motivated, confident and excels as part of a team 
• Strong partnership with different groups across asset management, external partners, and clients (stakeholder management)
• Strong interpersonal skills and the ability to build/manage relationships - communicate with senior leaders 
• Possessing the aptitude and the desire to learn and retain information quickly

Required qualifications, skills and capabilities:

• 10+ years’ experience in Asset Management, Product Management, Project Management or Technology with focus on client facing interactions
• Strong working knowledge of the asset management industry
• Excellent communication, presentation and documentation skills, with the ability to explain complex matters in a concise and meaningful ways
• Experience managing and working with geographically distributed and functionally-diverse workgroups
• Operating as a subject matter expert on new products, changes to existing products or newly introduced product features, to support local and regional sales and marketing efforts
• Developing a strong and effective partnership with the local business and service teams, with an aim for understanding group needs and meeting objectives in a timely manner
• Comfort with ambiguity and dynamically shifting priorities, timelines, and demands

Preferred Qualifications, skills and capabilities: 

• High technical and computer aptitude a plus
• Deep understanding of the investment management field a plus
• Proven ability of delivering on sales goals and targets
• Strong work ethic and desire to learn
• High degree of detailed orientation, organization and project management skills is preferred 

About Us

JPMorganChase, 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.​