JOB DESCRIPTION
Multi-Asset Specialists work collaboratively with regional leadership and investment product teams to provide key support for our Ultra High Net Worth advisors.The team engages with Advisors and their teams to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.
Job Responsibilities
Management: Manage a team of investment specialists
Client Service & Growth: Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business
Guidance: Advise, identify, and select appropriate investment solutions based on needs shared by advisors and their clients and assist advisors with client proposals
Presentation: Present on national and regional call series, manage communication with assigned regional coverage areas
Partner with sales management: Work with regional leadership to provide content, increase investment flows, identifying trends and providing thought leadership throughout various market conditions
Travel: Occasional travel to your assigned regions required (likely semi-annual, depending on demand)
Strategic Initiatives: As a senior member of the team, cover the Wealth Partners within assigned regions
Required Qualifications, Capabilities and Skills
This individual needs to have a broad understanding of broad portfolio construction, portfolio risk, and asset allocation solutions. It will be necessary to develop thorough knowledge of our investment platform, for discretionary and non-discretionary advisory, as well as all available investment management solutions
Bachelor's Degree
10 Years+ of relevant experience including management of highly experienced subject matter experts
Knowledge of Asset Allocation and Portfolio Construction, advisory background
Passion for the markets and the ever- evolving investments landscape
Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities
Strong verbal and written communication skills
Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment
SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)
Preferred Qualifications
