Asset Management - Campbell Investment Specialist - Executive Director

Location: New York, NY, United States

Job Family: Client Advisory

About the Role

J.P. Morgan Asset Management is a leading global asset manager with a heritage of more than two centuries, offering innovative solutions to help clients achieve their investment goals. As an Executive Director Investment Specialist in the Campbell team, based in New York, NY, you will play a pivotal role in enhancing client relationships by delivering strategic investment solutions and personalized advisory services. This position within the Client Advisory category requires a seasoned professional to partner with high-net-worth individuals and institutions, leveraging J.P. Morgan's extensive resources in research, analytics, and product innovation to drive superior outcomes in a competitive financial services landscape. In this executive-level role, you will collaborate closely with cross-functional teams across J.P. Morgan Chase to craft bespoke investment strategies that align with clients' risk profiles, return expectations, and long-term objectives. Responsibilities include conducting comprehensive portfolio reviews, identifying opportunities in equities, fixed income, alternatives, and sustainable investing, and providing actionable insights derived from J.P. Morgan's proprietary global market intelligence. You will also spearhead client engagement initiatives, such as one-on-one consultations and thought leadership events, to position J.P. Morgan as the trusted advisor in asset management, while ensuring all recommendations comply with stringent regulatory standards set by the SEC and FINRA. The ideal candidate thrives in a fast-paced environment, demonstrating exceptional expertise in financial markets and a client-centric approach that fosters loyalty and growth. This role offers the opportunity to contribute to J.P. Morgan's mission of empowering clients through innovative asset management solutions, while advancing your career in one of the world's most prestigious financial institutions. Join us to make a meaningful impact on clients' financial futures in the heart of New York City's financial district.

Key Responsibilities

• Develop and maintain strategic relationships with high-net-worth and institutional clients, providing tailored investment advice aligned with J.P. Morgan's Asset Management offerings
• Collaborate with portfolio managers and research teams to design customized investment solutions that enhance client portfolio performance
• Conduct in-depth market analysis and present investment opportunities, leveraging J.P. Morgan's proprietary research and global insights
• Monitor client portfolios to ensure alignment with risk tolerance, objectives, and regulatory compliance
• Lead client meetings, seminars, and educational sessions on asset management trends and J.P. Morgan's innovative strategies
• Drive business growth by identifying cross-selling opportunities within J.P. Morgan's broader ecosystem, including investment banking and private banking
• Mentor junior investment specialists and contribute to team development initiatives
• Ensure all advisory activities adhere to J.P. Morgan's ethical standards and compliance protocols
• Analyze economic indicators and geopolitical factors to advise on asset allocation adjustments
• Prepare detailed reports and performance reviews for clients, utilizing J.P. Morgan's advanced analytics tools

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 10 years of experience in asset management, investment advisory, or wealth management within the financial services industry
• Series 7 and Series 63 licenses (or equivalent FINRA registrations)
• Proven track record of managing high-net-worth client relationships and delivering investment solutions at a senior level
• Deep knowledge of investment products including equities, fixed income, alternatives, and multi-asset strategies
• Strong understanding of regulatory requirements in asset management, such as SEC and FINRA guidelines
• CFA charter or equivalent advanced certification in investments

Preferred Qualifications

• MBA from an accredited institution
• Experience working at a leading global financial institution like JP Morgan Chase
• Prior leadership in client-facing roles within J.P. Morgan's Asset Management division
• Fluency in additional languages to support international client portfolios
• Demonstrated success in portfolio optimization and risk management for institutional clients

Required Skills

• Expertise in asset allocation and portfolio construction
• Proficiency in financial modeling and valuation techniques
• Strong analytical skills for market trend forecasting
• Excellent communication and presentation abilities
• Client relationship management and consultative selling
• Knowledge of Bloomberg terminals and financial software
• Risk assessment and mitigation strategies
• Regulatory compliance and ethical decision-making
• Leadership and team collaboration
• Strategic thinking for long-term investment planning
• Data interpretation from economic reports
• Negotiation skills for complex client agreements
• Adaptability to dynamic financial markets
• Attention to detail in reporting and documentation
• Interpersonal skills for building trust with executives

Benefits

• Competitive base salary and performance-based annual bonus
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement for advanced certifications
• Employee stock purchase plan and access to J.P. Morgan's financial wellness resources
• On-site fitness centers and wellness programs at New York locations
• Global mobility opportunities within J.P. Morgan Chase's international network

JP Morgan Chase is an equal opportunity employer.