• Job Description

  Req#: 210485023

  JP Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

  Job Summary

  This job is for a Private Wealth Alternatives Client Account Manager at JP Morgan Asset Management. The role involves collaborating with stakeholders, understanding the administration, onboarding, and operational processes of funds, assisting financial institutions with their accounts. In this role you will be fostering relationships with third-party service providers and supporting Wealth Management Client Advisors. You will also have regular interaction with finance, investment, product, and legal/compliance teams within the firm.

  Job Responsibilities

  • Field inquiries from Financial Advisors, HNW Investors & internal stakeholders regarding JPM’s Alternative investment offerings
  • Support operational onboarding and implementation of JPM products on platforms (private banks, wirehouses, RIAs, custodians, third party providers
  • Develop strong understanding of distribution partners’ operational platforms and processes
  • Coordinate with internal JPM teams and third parties relating to client inquiries, problem resolution and reconciliation
  • Support the launch of new products and distribution strategy
  • Work with legal and compliance to ensure adherence to key regulatory requirements and periodic filings such as prospectus supplements
  • Assist in ad hoc projects / research to support PWA business initiatives

  Required qualifications, capabilities, and skills

  • Minimum of 10 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)
  • 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
  • Outstanding energy, focus, and drive to achieve results
  • 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
  • Ability to think outside of job description to accomplish the goals of the client and the firm
  • Bachelor’s degree required

  Preferred Qualifications, Capabilities, and Skills

  • Fluency in Spanish, Portuguese, or French preferred
  • FINRA series 7 license preferred

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

Notice