Wealth Management, Managed Solutions Associate (US Wealth Management)
On-site · New York City, New York, United States
Job Summary
Wealth Management role as a Managed Solutions Associate within JPMorgan Chase's Private Bank/U.S. Wealth Management, supporting Portfolio Managers, Strategists, and Due Diligence professionals to develop and deliver managed solutions (including separately managed accounts, mutual funds, and multi-manager strategies) for private bank clients. You’ll work with senior team members to gain knowledge of cross-asset strategies, contribute ideas to business growth, and help deliver solutions across asset classes (multi-asset, equity-focused, and fixed income-focused) while emphasizing client service, macroeconomics, and tax-efficient investing.
Required Qualifications
- 3 years of experience within Financial Services
- Series 7 and Series 63 designations, if not, licenses required within 120 days in the role
- Authorization to work permanently in the U.S.
- Excellent communication and presentation skills
- Strong quantitative skills and a passion for investing
- Good judgment and discretion with confidential information
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.