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Form of workAsset Management - Private Wealth Alternatives Client Account Manager- Vice President
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Job Summary
The Private Wealth Alternatives Client Account Management team seeks to recruit an experienced professional to focus on client relations for registered and private products across alternative asset classes within North America. The ideal candidate will bring deep knowledge of registered and private funds' administration, onboarding and platform operational processes to support private banks, wirehouses, RIAs and independent broker/dealers. They will also deliver strong relationships across third party service providers (such as Digital vendors, transfer agents and administrators) and their counterparts at our platform partners. This individual will support Wealth Management Client Advisors and their clients within their respective territories, as well as liaise frequently with the finance, investment, product, and legal/compliance teams of each of the relevant businesses at JP Morgan Asset Management.
Job responsibilities
- Field inquiries from Financial Advisors, HNW Investors & internal stakeholders regarding JPM's Alternative investment offerings
- Support operational onboarding and implementation of JPM products on platforms (private banks, wirehouses, RIAs, custodians, third party providers
- Develop strong understanding of distribution partners' operational platforms and processes
- Coordinate with internal JPM teams and third parties relating to client inquiries, problem resolution and reconciliation
- Support the launch of new products and distribution strategy
- Work with legal and compliance to ensure adherence to key regulatory requirements and periodic filings such as prospectus supplements
- Assist in ad hoc projects / research to support PWA business initiatives
Required qualifications, capabilities, and skills
- Minimum of 10 years' experience in Asset Management in a client facing role with a background in Investor Relations/Client Services and a focus on Wealth Management distribution of Alternative products
- Knowledge of financial markets, alternatives investment vehicles (Non-Traded REITS, Tender Offer Funds, BDCs, interval funds, private funds, etc)
- Ability to develop strong client and internal relationships and an in-depth understanding of intermediary servicing needs
- Experience with onboarding & management of digital distribution/technology platforms and custodian relationships
- Outstanding energy, focus, and drive to achieve results
- Solutions driven, ability to effectively execute under pressure within a fast-paced environment; extremely adaptable to ever changing business demands and expectations; ability to multi-task and manage complex assignments
- Ability to think outside of job description to accomplish the goals of the client and the firm
- Bachelor's degree required - preference given to business-focused disciplines
- Fluency in Spanish, Portuguese, or French preferred
- FINRA series 7 license preferred
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
