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Tax-Smart Investment VP: Client Strategy & Outreach

Socket.dev

JPMorgan Chase & Co. / J.P. Morgan Asset & Wealth Management seeks an Investment Specialist – VP to lead tax-smart investing efforts and client engagement in New York. The role partners with portfolio managers, researchers, and technologists to deliver superior service for internal and external clients. Responsibilities include educating clients, presenting at conferences, building client-focused materials, handling ad-hoc queries, and contributing to competitive analyses. #J-18808-Ljbffr Socket.dev

Vacancy posted 4 days ago
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