Asset Management - Real Estate Wealth Management Investment Specialist - Executive Director

Location: New York, NY, United States

Job Family: Client Advisory

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client-focused solutions. As an Executive Director, Investment Specialist on the Real Estate Americas client strategy team within Asset Management, you will play a pivotal role in driving asset growth for our premier real estate investment offerings. Based in our state-of-the-art New York office, you will leverage JP Morgan's unparalleled resources to advise high-net-worth individuals, family offices, and institutions on sophisticated real estate strategies tailored to the dynamic Americas markets. Your primary focus will be on raising assets by identifying opportunities, cultivating relationships, and delivering exceptional value in a competitive wealth management landscape. In this client advisory position, you will collaborate closely with cross-functional teams across JP Morgan Chase's Asset Management, Wealth Management, and Investment Banking divisions to provide holistic solutions. Responsibilities include conducting in-depth market analysis, presenting investment theses on opportunities ranging from core equity to opportunistic debt strategies, and ensuring seamless execution of client mandates. You will navigate complex regulatory environments while fostering long-term partnerships that align with clients' risk profiles and return objectives, contributing to JP Morgan's reputation as a trusted partner in real estate wealth management. We seek a seasoned professional with a passion for real estate and a proven ability to generate results in asset raising. This role offers the chance to influence strategic initiatives at one of the world's largest asset managers, with exposure to diverse portfolios spanning commercial, residential, and alternative real estate assets. Join JP Morgan Chase to advance your career while helping clients achieve their financial aspirations in an ever-evolving industry.

Key Responsibilities

• Develop and execute strategies to raise assets under management for JP Morgan Chase's Real Estate Americas investment products, targeting high-net-worth clients and institutions
• Advise clients on real estate investment opportunities, including direct investments, REITs, and alternative strategies, aligning with their wealth management goals
• Build and maintain relationships with key stakeholders, including family offices, endowments, and ultra-high-net-worth individuals across the Americas
• Collaborate with the broader JP Morgan Chase wealth management and investment banking teams to identify cross-selling opportunities and deliver integrated solutions
• Conduct market analysis and due diligence on real estate assets to support investment recommendations and portfolio construction
• Lead client presentations, roadshows, and educational seminars on real estate trends, risks, and performance metrics
• Monitor portfolio performance and provide ongoing advisory support to ensure client satisfaction and retention
• Stay abreast of regulatory changes, economic trends, and competitive landscapes in real estate to inform strategic initiatives
• Mentor junior team members and contribute to the development of client strategy best practices within the Asset Management division
• Report on asset raising progress, pipeline development, and key performance indicators to senior leadership

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Real Estate, or a related field; MBA or advanced degree preferred
• Minimum of 10+ years of experience in real estate investment management, wealth management, or client advisory roles within the financial services industry
• Proven track record in raising assets for real estate investment products, with demonstrated success in client acquisition and portfolio growth
• Series 7 and Series 63 licenses required; additional relevant securities licenses (e.g., Series 65 or 66) highly desirable
• Deep knowledge of real estate markets, investment strategies, and regulatory environments in the Americas
• Strong network of high-net-worth individuals, family offices, and institutional clients in the wealth management sector
• Ability to travel up to 50% for client meetings and industry events

Preferred Qualifications

• Experience working at a top-tier financial institution such as JP Morgan Chase or a peer firm in asset management
• CFA (Chartered Financial Analyst) designation or equivalent certification in real estate finance
• Prior leadership experience in managing client strategy teams or cross-functional investment groups
• Fluency in Spanish or Portuguese to support client engagement in Latin American markets
• Advanced proficiency in financial modeling tools specific to real estate valuation and portfolio analysis

Required Skills

• Expertise in real estate investment analysis and valuation techniques
• Proficiency in financial modeling and portfolio management software (e.g., Argus, Excel advanced functions)
• Strong client relationship management and consultative selling skills
• Excellent communication and presentation abilities for high-stakes client interactions
• Deep understanding of wealth management principles and fiduciary responsibilities
• Analytical skills for market research and economic forecasting in real estate sectors
• Negotiation and deal-structuring expertise in investment advisory contexts
• Regulatory compliance knowledge, including SEC rules for asset management
• Leadership and team collaboration in a fast-paced financial environment
• Strategic thinking for asset raising and business development
• Adaptability to evolving market conditions and client needs
• Technical proficiency in CRM systems like Salesforce for client tracking
• Risk assessment and mitigation skills specific to real estate investments
• Interpersonal skills for building trust with affluent and institutional clients
• Project management abilities to oversee client onboarding and portfolio implementation

Benefits

• Competitive base salary with performance-based bonuses and incentives tied to asset raising success
• Comprehensive health, dental, and vision insurance plans for employees and eligible dependents
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick leave, and parental leave policies
• Professional development opportunities, such as tuition reimbursement and access to JP Morgan's internal training programs
• Wellness programs including gym memberships, mental health support, and employee assistance services
• Flexible work arrangements and hybrid options for work-life balance
• Global mobility support for career advancement within JP Morgan Chase's international network

JP Morgan Chase is an equal opportunity employer.