Asset Management – Private Wealth Alternatives Account Manager - Associate

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 

As a Private Wealth Alternatives (PWA) Client Account Manager you will focus on client relations for registered and private products across alternative asset classes within North America. You 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. You will deliver strong relationships across third party service providers (such as Digital vendors, transfer agents and administrators) and their counterparts at our platform partners. As an account manager you 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 for client inquiries, problem resolution and reconciliation
• Participate in client meetings and events as appropriate (including due diligence meetings)
• 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 5 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
• Ability to effectively execute under pressure within a fast-paced environment and multi-task and manage complex assignments
• Bachelor’s degree required 

 

Preferred Qualifications, Capabilities, and Skills 

• Fluency in Spanish, Portuguese, or French preferred
• Advanced degrees, other financial qualifications and licenses a plus (e.g., CFA)
• FINRA Series 7 (preferred but not required)

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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