U.S. Private Bank - Investment Specialist (OCIO) - Executive Director

About the role

This is an exciting opportunity for you to join a dynamic, diverse team within J.P. Morgan's U.S. Private Bank. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. The J.P. Morgan Outsourced Chief Investment Office ("JPM OCIO") is a dedicated team of investment specialists leveraging the firm's global resources to provide customized solutions and advice for endowments, private and public foundations, and not-for-profits on their investment needs.

Responsibilities

• Understand client's goals and objectives to develop and implement investment plan
• Advise clients on holistic asset allocation, portfolio construction and tactical asset allocation shifts
• Execute investment solutions in client accounts in accordance with client plans, including: Investment Management, Mutual Funds, Structured Products, Hedge Funds, Private Equity, Foreign Exchange, as well as execution of more traditional brokerage transactions
• Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations
• Participate in new business opportunities with Integrated Team Members and Senior Management
• Perform sales management, including coordination of RFPs, pitches, road shows, campaigns, proposals
• Interact with clients and prospects, understanding their issues, motivations and factors that are key for success

Requirements

• Seven plus years of experience in Wealth Management or Investment Management
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Strong knowledge of asset classes (fixed income, equities, and alternatives)

Qualifications, Capabilities, And Skills

• Ability to interact effectively with various internal product partners, banking teams, risk and compliance, marketing, etc.
• Ability to provide mentorship and guidance to develop junior staff
• Ability to learn and effectively leverage J.P. Morgan's platform, solutions, and investment philosophy

Benefits

• Competitive total rewards package including base salary determined based on the role, experience, skill set and location
• Commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions
• Comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, and more