Join a collaborative team that empowers advisors with innovative investment solutions and expert guidance. As a Multi-Asset Specialist, you’ll play a pivotal role in supporting our advisory business and shaping the future of investment advice at JP Morgan.
As a Vice President, Multi-Asset Specialist on the Investments and Advice Team, you will partner with regional leadership, advisory programs, and managed solutions to deliver exceptional service to JP Morgan Advisors and their investment teams. You’ll leverage your expertise in portfolio construction, risk, and asset allocation to support both discretionary and non-discretionary advisory platforms, ensuring our advisors have access to the best investment management solutions.
Job responsibilities
- Deliver exceptional advisor service and drive commercial growth within the JPMA Advisory business
- Advise, identify, and select appropriate investment solutions based on advisor and client needs; assist with client proposals
- Present on national and regional call series; manage communication with assigned regional coverage areas
- Partner with regional sales management to provide content, increase investment flows, identify trends, and offer thought leadership across market conditions
- Develop thorough knowledge of the investment platform and all available investment management solutions
- Serve as key support for all investment products and services for advisors
- Travel occasionally to assigned regions as required (likely semi-annual, depending on demand)
Required qualifications, capabilities, and skills
- Bachelor’s Degree
- 5+ years of relevant experience
- Strong knowledge of asset allocation and portfolio construction
- Passion for markets and the evolving investment landscape
- Team-oriented with ability to interact effectively across all organizational levels
- Strong verbal and written communication skills
- Strong organizational skills with ability to execute on multiple objectives in a demanding environment
Preferred qualifications, capabilities, and skills
- SIE, Series 7, and Series 66 licenses (mandatory to obtain within 120 days)
- Advanced credentials: CFA, CIMA, CFP (not required)
- Advisory background preferred
