JP Morgan Chase & Co.

Asset Management - Private Markets Investment Specialist - Executive Director

JP Morgan Chase & Co. • $210K — $250K *
New York, NY 10025In-Person
Finance & Insurance
5 - 7 years of experience
Reposted Today
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Job Overview by Ladders

Qualifications

  • 7+ years of experience in the private credit market and financial intermediary sector.
  • Proven track record in successfully managing relationships within the wealth channel.
  • Exceptional interpersonal skills for client and colleague engagement.
  • Ability to clearly communicate complex investment concepts.
  • Proactive and self-starting mindset with a focus on anticipating client needs.
  • Strong written and verbal communication skills for effective collaboration.

Responsibilities

  • Collaborate with internal sales teams to market private credit solutions through various channels.
  • Educate financial intermediaries on private credit strategies and their implications.
  • Develop and execute a sales strategy aligned with the platform's goals.
  • Maintain an in-depth understanding of private credit industry trends to inform client materials.
  • Analyze the competitive landscape to enhance strategy positioning.
  • Manage existing investor accounts and support high-profile initiatives.

Benefits

  • Comprehensive healthcare coverage including mental health support.
  • On-site wellness centers and backup childcare services.
  • Retirement savings plan and tuition reimbursement programs.
  • Financial coaching and other services to support employee well-being.
Full Job Description
Job Description

Private Wealth Alternatives in the U.S. is a rapidly growing $2T market and represents an enormous opportunity for J.P. Morgan Asset Management (JPMAM). As a leading Alternatives institutional manager (over $500B AUM globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) - and a leading asset manager for U.S. financial intermediaries ($458B AUM in mutual funds, SMAs and ETFs, including liquid alternatives) - we're powerfully positioned to bring private market solutions to our financial intermediary partners.

Job Summary

As an Executive Director on the Private Credit Solutions Group Investment Specialist Team in New York, you will be focused on raising assets and gaining share for our products through the Private Wealth channel. In this role, you will be a leading member of the team responsible for growing Private Credit Solutions Group assets through partnership the various JPMorgan wealth channels. You will also work closely with senior members of the team to develop compelling marketing materials and to help tell our story to both existing clients and prospects in the private wealth space. Superior candidates will have private credit technical knowledge, demonstrate a strong work ethic, be creative and proactive in problem solving, be adaptable and comfortable in high pressure situations.

Job Responsibilities
  • Collaborate with internal sales channels to proactively position our private credit solutions through our RIA, wire house, and independent broker-dealer partners.
  • Educate RIA clients and financial intermediaries on private credit strategies, product features, risk considerations, and portfolio integration to support informed investment decisions.
  • Develop and implement a comprehensive sales strategy that aligns with the platform's objectives, driving both growth and competitive positioning.
  • Maintain a comprehensive understanding of the private credit industry, markets, and trends to effectively translate insights into client responses and materials.
  • Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.
  • Serve as a core member of the overage team for existing investor accounts
  • Contribute to and take ownership of high-profile projects and business initiatives as needed


Required qualifications, capabilities and skills
  • 7+ years of industry experience including experience in positioning or distributing investment products/alternatives in the wealth channel with a strong background in private credit.
  • Background and definable success in working with financial intermediaries in the private wealth channel.
  • Excellent interpersonal skills with the ability to build strong relationships with external clients and internal colleagues.
  • Ability to grasp complex concepts and explain them to others in a clear and concise manner.
  • Ability to incorporate current economic forecast information provided by other professionals within the organization as well as ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.
  • Self-starter, proactive mindset, ability to anticipate questions and client needs.
  • Excellent communication skills for effective collaboration with stakeholders and delivering client support.
  • Demonstrated interest in markets and private credit investments.
  • Proven organizational skills and success in territory and client management.
  • Excellent written and verbal communication skills.
  • Strong understanding and interest in private credit markets.


Preferred qualifications, capabilities and skills
  • Knowledge of compliance requirements and relevant SEC/FINRA regulations relating to RIAs and wealth management channels is an advantage.


About the Team

J.P. 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.

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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