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Job DescriptionJ.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.Our TeamThe Managed Solutions Specialist Team seeks to provide comprehensive coverage of all of our managed solutions (Core, Advisory, SMAs, mutual funds (JPM and 3rd party where offered)) in a coordinated way. With a product-agnostic lens, we will partner with each region and channel (in PB and U.S. Wealth Management) in understanding their respective priorities in order to drive and retain assets across all managed strategies.The team is primarily based in New York, with teams in London and Hong Kong as well.The RoleServe as a subject matter expert discretionary equity strategies, with the ability to articulate individual strategy investment philosophy, macro and asset class views, positioning and rationale, performance drivers, etc.
Serve as an architect, providing advice to help advisors form holistic portfolios of managed solutions for clients (the blending of managed strategies), based on JPM's market views but customized according to client preference and risk level
Present on global and regional calls to message advice, and craft written communications sent to all Advisors
Design scalable content across all mediums, with an appreciation for the perspective of an advisor sitting in a branch or non-home market
Work closely with regional portfolio specialists to drive new investment flows and retain existing business, evaluating flows trends across regions and pivoting focus accordingly
Partner with regional and local leadership teams to establish region- and market-specific plans to drive new long-term investments flows and retain existing business
Provide direct advice and support for Advisors on large prospect opportunities and existing client reviews
Advocate as necessary for new strategies, while also highlighting opportunities for enhancements in marketing, tech, and finance
RequirementsThe successful candidate will have:7+ years of relevant experience, preferably experience in direct investing, client portfolio management, or an investment specialist role at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g., Sovereign Wealth Fund, Endowment)
Excellent communication, presentation, and public speaking skills to clearly and passionately articulate investment views and recommendations to a wide variety of audiences but especially in larger group settings
Ability to think strategically and effectively scale communication through various mediums (live presentation, written, recorded video) across a large and broad advisor and client base
Strong technical skills related to global financial markets, with the ability to engage in robust dialogue directly with Portfolio Managers
Experience with managed accounts across multi-asset, equities, and fixed income, including active and passive strategies
Demonstrated aptitude for sales and client relationship management with Client Advisors and retail clients
Strong ability to multi-task, strong organizational skills, ability to prioritize, and attention to detail
Positive attitude and pro-active disposition in communication style
Fluency in Spanish preferred
MBA and/or CFA preferred
JPMorgan Chase & Co., 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 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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.Equal Opportunity Employer/Disability/Veterans
