The mission of J.P. Morgan Wealth Management’s (JPMWM) Investments & Advice (I&A) team is to deepen relationships with Field Leadership and Financial Advisors, enhancing and maintaining our products, while providing them with best in industry platforms, solutions, and advice.  The team engages and supports Advisors to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.

As a Vice President Multi-Asset Specialist within J.P. Morgan Wealth Management’s Investments & Advice team, you will work collaboratively with regional leadership, advisory programs, and managed solutions with the goal of servicing JP Morgan Advisors and their investment teams. You need to have a broad understanding of portfolio construction, portfolio risk, and asset allocation solutions. You will develop thorough knowledge of our investment platform, for discretionary and non-discretionary advisory, as well as all available investment management solutions. Our team functions as key support for all investment product and service for our advisors.

Job Responsibilities

Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business.Advise, identify, and select appropriate investment solutions based on needs shared by advisor and their clients.  Assist advisors with client proposals.Present on national and regional call series, manage communication with your assigned regional coverage areas.Partner with sales management with your regional leadership to provide content, increase investment flows, identifying trends and providing thought leadership throughout various market conditions.Occasional travel to your assigned regions will be required (likely semi-annual, depending on demand).

Required Qualifications, Capabilities and Skills

Minimum of 5 years’ experience in investments and financial institutionsSIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)Knowledge of Asset Allocation and Portfolio ConstructionPassion for the markets and the ever evolving investments landscapeTeam-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities. Strong verbal and written communication skillsStrong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment

Preferred Qualifications, Capabilities and Skills:

Advisory background preferredAdvanced credentials:  CFA, CIMA, CFP (not required)