Job DescriptionInstitutional Investment Solutions ("IIS") is a highly specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Endowments, Foundations and Institutional Families. The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates.
IIS designs, implements, and delivers these solutions by leveraging the full breadth of J.P. Morgan Asset & Wealth Management's investment capabilities-drawing on both in-house expertise and leading external managers.
We understand institutional investors have distinct goals, risk profiles, and liquidity needs. Our platform is designed to address these priorities and adapt to a changing investment landscape, offering flexible engagement as a strategic partner to in-house investment teams. Our senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers.
Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis. In addition, IIS has deep experience advising institutional investors on building robust investment governance frameworks, establishing investment policy, and institutionalizing wealth for future generations.
Job Responsibilities:As a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with U.S. Wealth Management Financial Advisors to deliver JPMorgan and IIS's specialized capabilities to our largest and most sophisticated clients.
Core Responsibilities:- Delivering Advice and Custom Investment Solutions:
The candidate will be responsible for understanding each client's investment plan, goals, and objectives, and for developing a customized tax-aware investment strategy that aligns with their long-term vision. This includes identifying opportunities to provide advice and introduce J.P. Morgan's full suite of investment solutions. - Holistic Asset Allocation and Portfolio Construction:
Advise clients on establishing comprehensive asset allocation policies and constructing robust, diversified portfolios. Provide guidance on best practices for investment policy and governance, ensuring clients have the frameworks needed for effective long-term wealth management. - Deliver Investment Insights:
Act as a thought leader by sharing J.P. Morgan's latest investment insights with clients and advisors. This includes organizing and participating in roundtables, speaking at client events, and contributing to educational forums to ensure clients are informed and engaged with current market perspectives and opportunities. - Deepen our engagement with Institutional Clients within JPM US Wealth Management
Drive new business and regional growth by engaging advisors, leading client events and campaigns, collaborating on new opportunities, and participating in new business opportunities.
Required Qualifications, Capabilities and Skills:- The ideal candidate will have at least 10 years of investment experience gained through direct work with Non-Profit and Institutional Family clients.
- Deep expertise in managing multi-asset portfolios is essential, with a strong emphasis on alternative investments and tax-aware investing strategies.
- Experience partnering with RIA or UNHW wealth advisor channels is preferred.
- We seek someone who blends the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager.
- The candidate must excel at delivering holistic advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners.
- A collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes are critical for success in this role.
- This role will be expected to cover clients across the US, travel will be required.
About the TeamJ.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.
