Wealth Management, Senior Alternative Investment Specialist, Managing Director
On-site · Dallas, Texas, United States
Job Summary
Senior-level Managing Director role within Global Alternative Investment Solutions of J.P. Morgan Asset & Wealth Management. Focus on alternative asset managers across hedge funds, private equity, private credit, and real asset funds; collaborate with Investment Advisors, Bankers, and clients on new product launches and ongoing alternative investment opportunities; articulate manager selection and integration of the alternative platform with Global Private Bank strategy; lead and mentor junior talent; require extensive investment sales and due diligence experience, strong communication skills, and FINRA Series 7 and Series 63 licenses.
Required Qualifications
- FINRA General Securities Representative Exam (Series 7) and Uniform Securities Agent State Law Examination (Series 63) required (may take these exams after commencement of employment)
- 15+ years of experience in investment sales, alternative investment due diligence, alternative product investor relations, alternatives product specialist functions
- Specific knowledge of, and hands-on product experience in, alternative investments including hedge funds, private equity, private credit and real estate
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