U.S. Private Bank - Investment Specialist - Executive Director

Location: Dallas, TX, United States

Job Family: Client Advisory

About the Role

At J.P. Morgan Private Bank, we are a global leader in wealth management, dedicated to serving ultra-high net worth individuals and families with bespoke financial solutions. As an Investment Specialist - Executive Director in our Dallas office, you will join a dynamic team of experts who leverage deep investments knowledge to advise clients on sophisticated strategies that preserve and grow their legacies. This role is pivotal in delivering the unparalleled client experience that defines J.P. Morgan, drawing on our firm's vast resources, proprietary research, and global network to navigate complex markets and opportunities. Reporting to the Head of Investments for the region, you will play a key role in shaping tailored portfolios that align with clients' unique objectives, from multi-generational planning to alternative asset allocations. Your primary focus will be on providing expert guidance to high net worth clients, conducting rigorous market analysis, and integrating J.P. Morgan's innovative tools such as our award-winning research platform and access to exclusive investment vehicles. You will collaborate seamlessly with private bankers, trust specialists, and other advisors to offer holistic solutions, ensuring every recommendation is grounded in ethical standards and regulatory compliance. In Dallas, a hub for entrepreneurial wealth and energy sector clients, you will engage with diverse portfolios influenced by regional dynamics, while contributing to the firm's commitment to sustainable and responsible investing. This Executive Director position offers a platform for seasoned professionals to lead with impact, fostering long-term client relationships and driving business growth within one of the world's most prestigious financial institutions. If you thrive in a high-stakes environment and are passionate about empowering clients to achieve their financial aspirations, join J.P. Morgan Private Bank and be part of a legacy of excellence in private wealth management.

Key Responsibilities

• Develop and implement customized investment strategies for high net worth clients in collaboration with J.P. Morgan Private Bank advisors
• Conduct in-depth market analysis and provide timely investment recommendations aligned with client risk profiles and goals
• Monitor portfolio performance, rebalance assets, and adjust strategies based on economic trends and client needs
• Collaborate with cross-functional teams including bankers, trust officers, and estate planners to deliver holistic wealth management solutions
• Educate clients on investment opportunities, risks, and J.P. Morgan's proprietary research and tools
• Ensure compliance with regulatory requirements and internal policies in all advisory activities
• Build and maintain strong relationships with key stakeholders to enhance client retention and acquisition
• Contribute to thought leadership by participating in client seminars, market outlooks, and internal training sessions
• Leverage J.P. Morgan's global resources to access alternative investments and international opportunities
• Prepare detailed reports and presentations on investment performance for executive-level reviews

Required Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Minimum of 10 years of experience in investment management, wealth advisory, or financial services
• Active Series 7 and Series 66 licenses (or equivalent FINRA registrations)
• Proven track record of advising high net worth individuals on complex investment strategies
• Deep knowledge of investment products including equities, fixed income, alternatives, and ESG investments
• Experience in a private banking or ultra-high net worth client environment
• CFA charter or equivalent advanced certification

Preferred Qualifications

• MBA from an accredited institution
• Experience working with family offices or institutional clients
• Proficiency in portfolio management software and financial modeling tools
• Bilingual capabilities, particularly Spanish for Dallas market
• Prior leadership role in investment advisory teams

Required Skills

• Investment analysis and portfolio construction
• Financial modeling and valuation techniques
• Risk assessment and management
• Client relationship management
• Market research and economic forecasting
• Regulatory compliance (FINRA, SEC)
• Communication and presentation skills
• Analytical thinking and problem-solving
• Team collaboration and leadership
• Proficiency in Bloomberg or similar financial platforms
• Knowledge of ESG and sustainable investing principles
• Negotiation and advisory expertise
• Data interpretation and reporting
• Strategic planning for wealth preservation
• Adaptability to dynamic market conditions

Benefits

• Competitive base salary with performance-based bonuses and incentives
• 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 and tuition reimbursement for advanced certifications
• Access to J.P. Morgan's employee stock purchase plan and financial wellness resources
• On-site fitness centers and wellness programs at select locations
• Relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.