JP Morgan Chase & Co.

Asset Management - Financial Intermediary Services - Private Wealth Alternatives Account Manager - Senior Associate

JP Morgan Chase & Co. • $100K — $150K *
New York, NY 10017In-Person
Finance & Insurance
5 - 7 years of experience
1 week ago
Job Overview by Ladders

Qualifications

  • Bachelor's degree required.
  • 5+ years in Asset Management, client facing role focusing on Investor Relations/Client Services.
  • Deep understanding of alternative investment vehicles and mutual funds.
  • Strong ability to build client and internal relationships with a focus on intermediary needs.
  • Experience with onboarding of digital distribution and custodian relationships.
  • Excellent communication and project management skills, adaptable in fast-paced environments.

Responsibilities

  • Field inquiries from Financial Intermediaries and HNW Investors regarding alternative investment offerings.
  • Support operational onboarding of JPM products on various platforms.
  • Build and maintain relationships with intermediaries as the voice of the Intermediary within the Firm.
  • Develop a thorough understanding of distribution partners' operational processes.
  • Coordinate with internal teams and third parties for client inquiries and problem resolution.
  • Participate in client meetings and due diligence events as needed.
  • Ensure compliance with regulatory requirements and assist with periodic filings.

Benefits

  • Opportunity to work in an innovative and dynamic asset management environment.
  • Access to a diverse portfolio of alternative investment products.
  • Collaborative atmosphere with strong internal and external relationship building.
  • Involvement in high-stakes client interactions and events.
  • Support for continuous learning and development opportunities.
Full Job Description
JOB DESCRIPTION

As a Private Alternatives Account Manager within the Asset Management’s Intermediary Services, you will focus on client relations for registered and private products across alternative asset classes within North America. In addition to mutual fund knowledge, you will bring deep knowledge of registered and private funds’ administration, onboarding, and platform operational processes to support private banks, custodians, wire houses, RIAs and independent broker/dealers. You will also deliver strong relationships across third party service providers (such as Digital vendors, transfer agents and administrators) and their counterparts at our platform partners. You will build relationships with third-party service providers and platform partners, support Client Advisors, and liaise with key internal teams.

Job responsibilities

  • Field inquiries from Financial Intermediaries, Financial Advisors, HNW Investors & internal stakeholders regarding JPM’s Alternative investment offerings, mutual funds, commingled funds, 529 plan portfolios, and other investment vehicles
  • Support operational onboarding and implementation of JPM products on platforms (private banks, wire houses, broker dealers, custodians, RIAs, and third party providers)
  • Be responsible for building and maintaining relationships with intermediaries and act as the voice of the Intermediary within the Firm
  • Develop strong understanding of distribution partners’ operational platforms and processes
  • Coordinate with internal JPM teams and third parties for client inquiries, problem resolution and reconciliation
  • Participate in client meetings and events as appropriate (including due diligence meetings).
  • Ensure compliance with regulatory requirements and assist with periodic filings; support ad hoc projects and research for PWA initiatives

Required qualifications, capabilities, and skills

  • Bachelor’s degree required
  • Minimum of 5 years’ experience in Asset Management in a client facing role with a background in Investor Relations/Client Services and a focus on Wealth Management distribution of Alternative products
  • Knowledge of financial markets, alternatives investment vehicles (Non-Traded REITS, Tender Offer Funds, BDCs, interval funds, private funds, etc.), and mutual funds
  • Ability to develop strong client and internal relationships and an in-depth understanding of intermediary servicing needs
  • Experience with onboarding & management of digital distribution/technology platforms and custodian relationships
  • Excellent organization, communication, project management, and time management skills; solutions-driven and adaptable in fast-paced environments

  • Strong analytical, problem-solving, and critical thinking skills, with the ability to manage change and think beyond the job description to achieve client and firm goals

Preferred qualifications, capabilities, and skills

  • FINRA Series 7 (preferred but not required)
  • Advanced degrees, other financial qualifications and licenses a plus (e.g., CFA)

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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