Asset Management - Private Wealth Alternatives, Client Advisor, Northeast Region

Location: Boston, MA, United States

Job Family: Client Sales

About the Role

J.P. Morgan Asset Management is a leading global asset manager, offering innovative solutions to help clients achieve their investment goals. As a Client Advisor in Private Wealth Alternatives for the Northeast Region, based in Boston, MA, you will join a dynamic team focused on delivering tailored alternative investment strategies to high-net-worth individuals, family offices, and institutions. This role within the Private Wealth Alternatives Sales team presents a unique opportunity to leverage J.P. Morgan's extensive resources and market-leading products to drive client success in a competitive landscape. You will play a pivotal role in expanding our footprint in the Northeast, capitalizing on the region's affluent client base and growing demand for diversified alternatives amid evolving economic conditions. In this position, you will engage directly with clients to understand their sophisticated needs, recommending bespoke portfolios that incorporate private equity, hedge funds, real estate, infrastructure, and other illiquid assets. Collaborating closely with J.P. Morgan's Private Bank advisors, investment strategists, and product specialists, you will ensure seamless integration of alternatives into comprehensive wealth plans. Your days will involve client consultations, market analysis, and strategic pitching of opportunities sourced from J.P. Morgan's proprietary platforms, all while navigating regulatory frameworks to uphold the firm's commitment to transparency and fiduciary responsibility. Success in this role requires a blend of sales acumen, deep industry expertise, and the ability to foster long-term partnerships that align with J.P. Morgan's client-first ethos. J.P. Morgan Chase & Co. is an equal opportunity employer committed to fostering an inclusive workplace. We offer a supportive environment with robust training, cutting-edge technology, and a culture of innovation that empowers you to grow your career. If you are passionate about alternatives and thrive in a high-impact sales role, this position provides the platform to make a meaningful difference for clients while advancing within one of the world's most respected financial institutions.

Key Responsibilities

• Prospect, develop, and maintain relationships with high-net-worth individuals, family offices, and institutional clients in the Northeast Region
• Advise clients on alternative investment opportunities, including private equity, hedge funds, real assets, and credit strategies
• Collaborate with JP Morgan Chase's broader Private Bank and Asset Management teams to deliver integrated wealth solutions
• Conduct client meetings, presentations, and due diligence sessions to articulate the value of JP Morgan's alternative products
• Monitor market trends and regulatory changes in alternatives to provide timely insights and recommendations
• Drive sales targets by identifying cross-selling opportunities within JP Morgan's ecosystem
• Ensure all client interactions comply with SEC, FINRA, and internal JP Morgan policies
• Prepare customized investment proposals and performance reports for clients
• Participate in regional networking events and industry conferences to build JP Morgan's brand presence
• Mentor junior team members and contribute to team training on alternative investments

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 5 years of experience in alternative investments, private wealth management, or client advisory roles within the financial services industry
• Series 7 and Series 63 licenses (or equivalent FINRA registrations)
• Proven track record of client relationship management and sales in high-net-worth or institutional segments
• Strong understanding of alternative asset classes including private equity, hedge funds, real estate, and infrastructure
• Ability to travel within the Northeast Region as needed
• Compliance with JP Morgan Chase's ethical standards and regulatory requirements

Preferred Qualifications

• Advanced degree such as MBA or CFA designation
• Experience working with ultra-high-net-worth clients or family offices
• Prior role in a top-tier investment bank or asset management firm
• Knowledge of JP Morgan Chase's proprietary alternative investment products
• Bilingual proficiency in English and another language spoken in the Northeast Region

Required Skills

• Deep knowledge of alternative investments and portfolio construction
• Excellent client relationship management and consultative selling
• Strong analytical skills for evaluating investment opportunities
• Proficiency in financial modeling and risk assessment tools
• Effective communication, both verbal and written, for client presentations
• Negotiation and deal-closing abilities in competitive markets
• Regulatory compliance and ethical decision-making
• CRM software proficiency, such as Salesforce
• Market research and trend analysis
• Team collaboration and leadership
• Adaptability to fast-paced, high-stakes environments
• Discretion and integrity in handling sensitive client information
• Presentation skills using tools like PowerPoint or Bloomberg
• Time management and prioritization under pressure
• Cultural sensitivity for diverse client bases in the Northeast

Benefits

• Competitive base salary with performance-based bonuses and commissions
• 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 and access to JP Morgan's learning academy
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs with gym memberships and mental health support
• Relocation assistance for eligible positions in the Northeast Region

JP Morgan Chase is an equal opportunity employer.