JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

As an Alternatives Account Manager in Asset Management you will have the opportunity to build relationships with stakeholders and collaborating with team members on strategic development. In this role you will be supporting operational onboarding, assisting in projects, and adhering to risk and control policies, regulatory guidelines, and security measures.

Job responsibilities

• Manage and maintain relationships with Bankers by earning trust, thoroughly understanding client needs and delivering an exceptional client experience
• Field inquiries from Private Bankers & internal stakeholders regarding JPM's Alternative investment offerings
• Support operational onboarding and implementation of JPM products onto the private bank
• Assist in ad hoc projects / research to support Private Bank business initiatives
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures
• Work in close partnership with other teams in proposing, delivering, and executing solutions for clients
• Participate in the continuing strategic development of asset management Client Service operating model and help validate proposed ideas/plans prior to implementation

Required qualifications, capabilities, and skills

• Minimum of 8 years' experience in Wealth Management in a client facing role with a background in Investor Relations/Client Services and a focus on Alternative products (Non-Traded REITS, Tender Offer Funds, BDCs, interval funds, private funds, etc)
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Excellent verbal and written communication skills, including executive communication skills
• Solutions driven, ability to effectively execute under pressure within a fast-paced environment; extremely adaptable to ever changing business demands and expectations; ability to multi-task and manage complex assignments
• Bachelor's degree required

Preferred qualifications, capabilities, and skills

• FINRA series 7, 66, CAIA, CFA licenses preferred

JPMorganChase, 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 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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
Jersey City, NJ $109, 300.00 - $175, 000.00 / year; New York, NY $109, 300.00 - $175, 000.00 / year