Jpmorgan Wealth Management, Investments and Advice, Multi-Asset Specialist, Vice President

JP Morgan Chase is hiring a Multi-Asset Specialist, Vice President for Wealth Management in New York. The role involves collaborating with advisors to provide investment guidance, driving client service and growth, and presenting on investment solutions. Candidates should have 5-10 years of relevant experience, strong communication skills, and a background in advisory. Occasional travel is required. Salary ranges from $124,000 to $210,000.
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

This individual needs to have a broad understanding of broad portfolio construction, portfolio risk, and asset allocation solutions.It will be necessary to develop thorough knowledge of our investment platform, for discretionary and non-discretionary advisory, as well as all available investment management solutions

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

Base Pay/Salary: New York,NY $124,000.00-$210,000.00; San Francisco,CA $124,000.00-$210,000.00