J.P. Morgan Wealth Management - Executive Director, Client Specialist

Location: New York, NY, United States

Job Family: Relationship Manager

About the Role

At J.P. Morgan Wealth Management, we are seeking an Executive Director, Client Specialist to join our dynamic team in New York, NY. As a key member of our elite advisory group, you will serve as a trusted wealth expert dedicated to addressing the sophisticated financial needs of High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals. In this role, you will leverage J.P. Morgan's unparalleled resources and global expertise to craft bespoke wealth strategies that encompass investment management, estate planning, philanthropy, and legacy preservation. Reporting to the Head of Client Advisory, you will play a pivotal role in driving client satisfaction and portfolio growth within one of the world's leading financial institutions, where innovation and client-centricity define our approach to wealth management. Your primary focus will be on cultivating deep, enduring relationships with clients, acting as their primary point of contact for all wealth-related matters. This involves conducting thorough needs assessments, recommending tailored investment solutions from J.P. Morgan's extensive product suite—including private equity, hedge funds, and sustainable investments—and coordinating with our specialized teams to deliver integrated services. You will also be responsible for staying ahead of market dynamics, regulatory changes, and economic shifts to provide proactive, insightful advice that aligns with clients' risk tolerances and long-term objectives. Success in this position requires a blend of technical acumen and interpersonal finesse, enabling you to navigate complex family dynamics and multi-generational wealth transfers with poise and precision. J.P. Morgan Wealth Management offers a collaborative environment where your contributions directly impact the firm's reputation as a premier provider of wealth solutions. You will have access to cutting-edge research from J.P. Morgan's global markets team, advanced digital tools for portfolio monitoring, and opportunities to engage in high-profile client events in New York. This role not only demands excellence in client service but also a commitment to ethical practices and continuous professional growth, positioning you for advancement within our esteemed organization. If you are passionate about empowering affluent clients to achieve their financial aspirations, we invite you to bring your expertise to J.P. Morgan Chase.

Key Responsibilities

• Serve as the primary wealth advisor for HNW and UHNW clients, developing and executing personalized financial strategies to meet their unique needs
• Conduct comprehensive financial planning, including investment portfolio management, retirement planning, and wealth transfer solutions
• Build and maintain long-term relationships with clients, providing proactive advice on market opportunities, risk management, and portfolio optimization
• Collaborate with J.P. Morgan's network of specialists, including investment bankers, tax advisors, and estate planners, to deliver holistic wealth solutions
• Identify and pursue new business opportunities within existing client networks and referrals, contributing to J.P. Morgan Wealth Management's growth objectives
• Monitor client portfolios for performance and compliance, ensuring alignment with J.P. Morgan's risk and investment guidelines
• Educate clients on J.P. Morgan's suite of products, such as private banking services, alternative investments, and sustainable investing options
• Prepare and deliver detailed financial reports, market analyses, and investment recommendations during client meetings
• Ensure adherence to all regulatory standards and internal policies while maintaining the highest levels of client confidentiality
• Participate in business development initiatives, including client events and seminars hosted by J.P. Morgan in the New York market

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 10 years of experience in wealth management, financial advisory, or client relationship management within the financial services industry
• Series 7 and Series 66 (or equivalent) licenses required
• Proven track record of managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals, with assets under management exceeding $50 million
• In-depth knowledge of investment products, estate planning, tax strategies, and alternative investments
• Strong understanding of regulatory requirements including SEC, FINRA, and AML compliance
• Ability to thrive in a fast-paced, client-centric environment at a leading global financial institution like J.P. Morgan Chase

Preferred Qualifications

• Advanced degree such as MBA or CFP (Certified Financial Planner) certification
• Experience working with family offices or institutional clients in wealth management
• Bilingual proficiency, particularly in languages spoken by diverse HNW client bases in New York
• Prior leadership experience in mentoring junior advisors or leading client teams
• Familiarity with J.P. Morgan's proprietary wealth management platforms and tools

Required Skills

• Expertise in financial modeling and portfolio analysis using tools like Bloomberg or Morningstar
• Proficiency in CRM systems such as Salesforce for client relationship management
• Strong analytical skills for assessing market trends and investment risks
• Excellent communication and presentation skills for client interactions and team collaborations
• Deep knowledge of wealth management products including equities, fixed income, and alternatives
• Regulatory compliance acumen with FINRA and SEC guidelines
• Strategic thinking for developing customized client wealth plans
• Relationship-building skills to foster trust with affluent clients
• Time management and organizational abilities in a high-volume advisory role
• Proficiency in Microsoft Office Suite, particularly Excel for financial reporting
• Emotional intelligence for handling sensitive client discussions on wealth preservation
• Negotiation skills for structuring complex financial agreements
• Adaptability to evolving market conditions and client needs
• Team collaboration skills for integrating with J.P. Morgan's cross-functional teams
• Discretion and ethical judgment in managing confidential client information

Benefits

• Competitive base salary with performance-based bonuses and incentives tied to client acquisition and retention
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company matching up to 6% of eligible compensation
• Paid time off including vacation, sick days, and parental leave policies
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to J.P. Morgan's employee investment programs
• Wellness programs including gym memberships, mental health support, and financial wellness resources
• Relocation assistance for eligible roles and commuter benefits for New York-based employees

JP Morgan Chase is an equal opportunity employer.