J.P. Morgan Wealth Management - Vice President, Wealth Management Solutions
On-site · New York City, New York, United States
Job Summary
VP, Multi-Asset Specialist on the Investments and Advice Team providing portfolio construction, risk and asset allocation expertise to support discretionary and non-discretionary advisory platforms; delivers advisor service, identifies and presents investment solutions, assists with client proposals, and collaborates with regional leadership, advisory programs, and managed solutions to drive growth; presents on national/regional call series, communicates with regional coverage areas, and contributes to knowledge of the investment platform and available solutions; travel occasionally to assigned regions (likely semi-annual).
Required Qualifications
- Bachelor’s Degree
- 5+ years of relevant experience
- Strong knowledge of asset allocation and portfolio construction
- SIE, Series 7, and Series 66 licenses mandatory to obtain within 120 days
- Advisory background preferred
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