U.S. Private Bank - Head of Investments & Advice - Executive Director or Managing Director

Location: Tampa, FL, United States

Job Family: Multi-Family Management

About the Role

At J.P. Morgan Private Bank, we are a global leader in wealth management, dedicated to serving the unique needs of ultra-high-net-worth individuals and families. As the Head of Investments & Advice, reporting to the U.S. Private Bank leadership, you will spearhead the Investor team in Tampa, FL, driving strategic priorities that align with our firm's commitment to delivering exceptional, personalized investment solutions. This Executive Director or Managing Director role is pivotal in shaping market strategies, fostering innovation in portfolio management, and ensuring our clients achieve their long-term financial objectives in a dynamic global economy. You will collaborate closely with advisory, lending, and planning colleagues to provide integrated multi-family office services, leveraging J.P. Morgan's unparalleled resources in research, analytics, and alternative investments. In this influential position, you will lead a team of seasoned investment professionals, overseeing the development and execution of bespoke investment strategies tailored to complex family dynamics and multi-generational wealth preservation. Your responsibilities will include articulating market outlooks, optimizing asset allocations across traditional and alternative asset classes, and integrating sustainable investing principles to meet evolving client preferences. By championing data-driven insights and cutting-edge tools like J.P. Morgan's proprietary platforms, you will enhance decision-making processes and mitigate risks in volatile markets. This role demands a forward-thinking leader who can navigate regulatory complexities while promoting a culture of excellence and continuous improvement within the team. Joining J.P. Morgan means becoming part of a prestigious institution renowned for its integrity, innovation, and client focus. In Tampa's vibrant financial hub, you will contribute to the growth of our U.S. Private Bank, influencing strategies that manage billions in assets. This opportunity offers not only professional fulfillment but also access to world-class development programs, fostering your growth as a leader in the financial services industry. If you are a strategic visionary with a passion for high-impact investments, we invite you to drive the future of wealth management at J.P. Morgan.

Key Responsibilities

• Lead the Investor team within U.S. Private Bank, overseeing investment strategy, portfolio construction, and client advisory services for ultra-high-net-worth clients
• Partner with senior leadership to develop and execute market outlooks, asset allocation models, and tactical investment recommendations
• Drive the integration of advanced analytics and technology solutions to enhance investment decision-making and client outcomes
• Collaborate with multi-family office teams to deliver holistic wealth management solutions, including tax-efficient strategies and legacy planning
• Ensure compliance with JP Morgan Chase's risk management frameworks and regulatory standards across all investment activities
• Mentor and develop a team of investment professionals, fostering a culture of innovation and client-centric excellence
• Represent the Private Bank in client meetings, industry forums, and internal strategy sessions to articulate investment philosophies
• Monitor global market trends and economic indicators to proactively adjust portfolios and advise on risk mitigation
• Contribute to business development by identifying opportunities to expand client relationships and assets under management
• Oversee performance reporting and attribution analysis to demonstrate value to clients and stakeholders

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field; MBA or advanced degree preferred
• 15+ years of progressive experience in investment management, wealth advisory, or portfolio strategy within the financial services industry
• Proven track record of leadership in a senior executive role, managing high-net-worth client portfolios or investment teams
• Deep knowledge of U.S. regulatory environment, including SEC, FINRA, and Dodd-Frank compliance requirements
• Extensive experience in multi-family office management, serving ultra-high-net-worth individuals and families
• Strong analytical skills with expertise in asset allocation, risk management, and market forecasting
• Active professional certifications such as CFA, CFP, or Series 7/66 licenses

Preferred Qualifications

• Experience working at a leading global financial institution like JP Morgan Chase or a peer firm
• Demonstrated success in driving investment strategy for private banking clients with $50M+ in assets
• Background in alternative investments, including private equity, hedge funds, and real assets
• Prior involvement in cross-functional partnerships with advisory, lending, and planning teams
• Advanced proficiency in ESG investing and sustainable portfolio strategies

Required Skills

• Expertise in investment portfolio management and asset allocation
• Proficiency in financial modeling and quantitative analysis
• Strong knowledge of capital markets, fixed income, equities, and derivatives
• Leadership and team management in high-stakes environments
• Excellent communication and presentation skills for client interactions
• Strategic thinking and problem-solving for complex financial challenges
• Risk assessment and compliance acumen in regulated settings
• Familiarity with Bloomberg, FactSet, or similar financial software tools
• Relationship-building with high-net-worth individuals and family offices
• Analytical skills for economic forecasting and market trend analysis
• Project management for cross-functional initiatives
• Adaptability to evolving regulatory and market landscapes
• Emotional intelligence for mentoring and stakeholder engagement
• Technical proficiency in Microsoft Office Suite and data visualization tools
• Commitment to ethical standards and client fiduciary responsibilities

Benefits

• Competitive base salary and performance-based annual bonus, with total compensation potential exceeding $1M for top performers
• Comprehensive health, dental, and vision insurance plans with employer contributions
• 401(k) retirement savings plan with generous company match up to 6% of eligible compensation
• J.P. Morgan's Wealth Plan for financial wellness, including access to personalized financial advice
• Paid time off, including vacation, sick days, and parental leave benefits
• Professional development opportunities through J.P. Morgan's internal training programs and tuition reimbursement
• Employee stock purchase plan and access to firm-wide equity awards
• Wellness programs, including gym memberships, mental health support, and onsite fitness facilities in select locations

JP Morgan Chase is an equal opportunity employer.