JPM Wealth Management-Investments & Advice-Multi Asset Specialist - VP Boston
On-siteBoston, Massachusetts, United States
Job Summary
Collaborate with regional leadership and investment product teams to support Ultra High Net Worth advisors through product education and guidance on client goals. Deliver exceptional advisor service, drive commercial growth within the JPMA Advisory business, and advise on appropriate investment solutions based on client needs. Present on national and regional call series, manage assigned regional coverage areas, and partner with sales management to increase investment flows and provide thought leadership. Occasional semi-annual travel to assigned regions will be required. This role requires a broad understanding of portfolio construction, asset allocation, and discretionary advisory, supported by a Bachelor's degree, 5–10 years of experience, and mandatory Series 7, 6, and SIE licenses.
Required Qualifications
- Broad understanding of broad portfolio construction, portfolio risk, and asset allocation solutions
- Thorough knowledge of our investment platform, for discretionary and non-discretionary advisory, as well as all available investment management solutions
- Bachelor's Degree
- 5 – 10 Years of relevant experience
- Knowledge of Asset Allocation and Portfolio Construction
- 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)
- Occasional travel to your assigned regions will be required (likely semi-annual, depending on demand)
Desired Qualifications
- Advisory background preferred
- Passion for the markets and the ever- evolving investments landscape
- CFA, CIMA, CFP
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