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 p…
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YOUR ROLE As a part-time Brand Ambassador, you bring our brand to life every day! Your goal is to provide everyone who comes in the store with an amazing shopping experience, making their day better than before they came…
Skills: Customer Engagement, Sales, Product Knowledge, Problem Solving, Teamwork
YOUR ROLE As a part-time Brand Ambassador, you bring our brand to life every day! Your goal is to provide everyone who comes in the store with an amazing shopping experience, making their day better than before they came…
Skills: Customer Engagement, Sales, Product Knowledge, Problem Solving, Teamwork
YOUR ROLE As a part-time Brand Ambassador, you bring our brand to life every day! Your goal is to provide everyone who comes in the store with an amazing shopping experience, making their day better than before they came…
Skills: Customer Engagement, Sales, Product Knowledge, Problem Solving, Teamwork
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$157k–$285k/yr
Full-time
bachelor degree, professional certificate
Health Care Coverage, On-site Health And Wellness Centers, Retirement Savings Plan, Backup Childcare, Tuition Reimbursement, Mental Health Support
Posted 24d ago
~40 hrs/week
Responsibilities
Manage a team of investment specialists to provide product education and guidance to Ultra High Net Worth advisors. Collaborate with regional leadership to drive commercial growth and identify appropriate investment solutions for clients.
Requirements
Requires a Bachelor's degree and over 10 years of relevant experience in asset allocation and portfolio construction. Mandatory SIE, Series 7, and Series 66 licenses must be obtained within 90 days.
Full job description
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
Management: Manage a team of investment specialists
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 required (likely semi-annual, depending on demand)
Strategic Initiatives: As a senior member of the team, cover the Wealth Partners within assigned regions
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
10 Years+ of relevant experience including management of highly experienced subject matter experts
Knowledge of Asset Allocation and Portfolio Construction, advisory background
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
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Related keywords
Multi-Asset SpecialistWealth ManagementUltra High Net WorthPortfolio RiskDiscretionary AdvisoryNon-discretionary AdvisorySIESeries 7Series 66CFACIMACFPInvestment FlowsThought LeadershipFinancial Services
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Offices: 270 Park Avenue, New York, NY 10017-2014, US · 101 Duncan Mill Road, Toronto, ON M3B1Z3, CA · 2200 Ross Ave, Dallas, TX 75201, US · Kadubeesanahalli Circle, Bengaluru, Karnataka 560103, IN · 370 S Cleveland Ave, Westerville, OH 43081, US
Consumer & Community BankingCorporate and Investment BankAsset ManagementPrivate Bankingand Commercial BankingConstructionResidentialFinanceBankingBusiness Development
Based on 6703 listings with disclosed salaries, most sales jobs in New York pay between $65k–$195k per year. Individual offers vary with seniority, company size, and specialization.
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