Description
Are you curious about asset allocation, portfolio management, and investment strategies? We're seeking energetic, creative talent to join our team of experts—not only to develop innovative investment strategies for our clients, but also to help drive business priorities and manage strategic initiatives across the organization.
The Investment Solutions business develops strategic market views; analyzes and determines the best implementation vehicles to express market views, both tactical and longer-term and across different vehicles; markets investment ideas to advisors and clients; executes trades.
You’ll collaborate with Portfolio Managers, Strategists, and Due Diligence professionals to develop an expert understanding of managed solutions for our clients worldwide. You will work alongside dedicated teams of experts with extensive industry experience to leverage global economic and market insights, formulate broad strategic views, and identify timely investment opportunities for private bank clients.
Working here means joining a collaborative, supportive team. We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed—from training and mentorship from senior leaders to projects that engage your skills.
Our Team
The Managed Solutions Specialist Team seeks to provide comprehensive coverage of all of our managed solutions (Core, Advisory, SMAs, mutual funds) in a coordinated way. With a product-agnostic lens, we partner with each region and channel (in Private Bank and U.S. Wealth Management) to understand their respective priorities and drive and retain assets across all managed strategies.
Job Responsibilities:
You’ll gain knowledge and insight into the strategies and products that our advisors implement. You'll:
- Work under the guidance of mentors and a supportive team to help you learn and grow.
- Develop and execute business strategies that align with organizational priorities, collaborating with stakeholders across regions and channels.
- Organize and lead cross-functional initiatives, ensuring effective communication and alignment among stakeholders to drive business outcomes.
- Create and manage field communications, ensuring that key messages and strategic priorities are clearly conveyed to relevant audiences.
- Take on assignments that directly impact our clients, helping them achieve their business goals.
- Prepare and deliver presentations, reports, and communications to support strategic initiatives, stakeholder engagement, and business management activities.
- Coordinate and track progress on strategic projects, ensuring timely execution of deliverables and continuous improvement.
- Network with industry leaders, access best-in-class training, and learn how all our businesses work together to provide excellent customer service.
- Sharpen your technical skills and develop a foundational understanding of finance and accounting principles, with a willingness to learn more about markets and investments.
You'll be a member of the Managed Solutions Specialist team, where you'll work with senior members to identify and deliver an array of solutions, across asset classes, to support our clients' needs. The role will allow you to build multi-asset and/or Equity-focused/Fixed Income-focused expertise given the cross-asset responsibilities of the wider team of specialists.
Required Qualifications, Capabilities and Skills
- Excellent communication, presentation, and stakeholder management skills, with the ability to clearly articulate complex ideas to diverse audiences.
- Exceptional organizational skills and the ability to manage multiple priorities and projects simultaneously.
- Strong business acumen and strategic thinking, with a demonstrated interest in business management and driving organizational priorities.
- High standards of service, including strong initiative, energy, and confidence.
- Genuine interest in financial markets, investing, and macro-level economics, with a willingness to learn and grow in these areas.
- Good judgment and discretion working with highly confidential information.
- Series 7 and Series 63 designations, or willingness to obtain licenses within 120 days in the role.
- Authorization to work permanently in the U.S.
Preferred Qualifications, Capabilities and Skills
- Experience in business strategy, project management, or stakeholder engagement is a plus.
- Background in financial accounting, financial analysis, or mathematics is helpful but not required.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive 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. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include 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. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Skills Required
- Excellent communication, presentation, and stakeholder management skills
- Exceptional organizational skills and ability to manage multiple priorities and projects
- Strong business acumen and strategic thinking
- Interest in financial markets, investing, and macroeconomics
- Good judgment and discretion with confidential information
- Series 7 and Series 63 licenses, or willingness to obtain them within 120 days
- Authorization to work permanently in the United States
- Experience in business strategy, project management, or stakeholder engagement
- Background in financial accounting, financial analysis, or mathematics
JPMorganChase Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.
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Healthcare Strength — Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
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Parental & Family Support — Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
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Retirement Support — Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.
JPMorganChase Insights
What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.
Why Work With Us
Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.
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