Wealth Management, Managed Solutions Associate (US Wealth Management)

Job Description

As a Managed Solutions Associate within the Managed Solutions Specialist Team, you will collaborate with Portfolio Managers, Strategists, and Due Diligence professionals to develop an expert understanding of managed solutions for our clients worldwide. You will work alongside dedicated teams of experts with extensive industry experience to leverage global economic and market insights, formulate broad strategic views, and identify timely investment opportunities for private bank clients. This role will allow you to build multi-asset and/or Equity-focused/Fixed Income-focused expertise given the cross-asset responsibilities of the wider team of specialists.

Our Team

The Managed Solutions Specialist Team is a global team sitting within JPM Investment Solutions that provides comprehensive client and advisor coverage of all managed solutions (Separately Managed Accounts, mutual funds, and multi-manager across JPM and 3rd party) in a coordinated way. With a product-agnostic lens, the team partners with senior leadership in each region and channel (in Private Bank and U.S. Wealth Management) to understand respective priorities in order to generate and retain assets across all managed strategies.

Job Responsibilities:

You’ll gain knowledge and insight into the strategies and products that our advisors implement. You'll:

• Work under the guidance of mentors and a supportive team to help you learn and grow
• Come up with innovate ideas to help our business
• Take on assignments that directly impact our clients, helping them achieve their business goals
• Network with industry leaders, access best-in-class training and learn how all our business work together to provide excellent customer service
• Be part of collaborative team that fosters continual learning across multiple topics including global macroeconomics, capital markets, and tax efficient investing

You'll be a member of the Managed Solutions Specialist team, where you'll work with senior members to identify and deliver an array of solutions, across asset classes, to support our client's needs. The role will allow you to a build multi-asset and/or Equity-focused/Fixed Income-focused expertise given the cross-asset responsibilities of the wider team of specialists.
 

Required Qualifications, Capabilities and Skills

• 3 years of experience within Financial Services
• Series 7 and Series 63 designations, if not, licenses required within 120 days in the role
• Excellent communication and presentation skills
• Strong quantitative skills and a passion for investing
• Exceptional organizational skills and ability to multitask
• High standards of service, including strong initiative, energy and confidence
• Genuine interest in financial markets, investing and macro-level economics
• Good judgment and discretion working with highly confidential information
• Authorization to work permanently in the U.S.

Preferred Qualifications, Capabilities and Skills

• Background in financial accounting, financial analysis or mathematics a plus

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.​