Private Bank Digital Wealth Estate Planning jobs at Jpmorgan in United States, New York

Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in AUM, the Real Estate Americas team is one of the largest managers of open-end real estate funds. The team has been managing real estate investments on behalf of our clients for 60+ years, during which time we have established ourselves as a market leader. The team comprises 230 real estate professionals across six markets in the U.S. and manages over 500 clients globally across various real estate strategies spanning the risk spectrum and capital stack.

Job Summary
As the Executive Director, Investment Specialist on the Real Estate Americas client strategy team, you will focus on raising assets and increasing market share for our real estate products through the Private Wealth channel. Within this role, you will be a leading member of the real estate wealth team, responsible for expanding Real Estate Americas assets by partnering with JP Morgan US Funds business and the JP Morgan Private Bank. The Private Wealth Alternatives market in the U.S. is rapidly growing, representing a $2 trillion opportunity for J.P. Morgan Asset Management (JPMAM).

Job Responsibilities

• Collaborate with internal sales channels to proactively position our real estate solutions through RIA’s and our broker-dealer partners.
• Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.
• Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.
• Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials.
• Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.
• Assist in strategic projects that support the platform's growth, fostering collaboration and innovation.
• Ensure all investor communications and materials comply with regulatory requirements and industry standards.

Required Qualifications, Capabilities, and Skills

• 8+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment.
• Extensive background and definable success in working with financial intermediaries in the wealth channels.
• Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan.
• Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews.
• Experience in working through internal partners to deliver results.
• Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.
• Proven organizational skills and success in territory and client management.
• Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning.
• Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.
• Excellent communication skills for effective collaboration with stakeholders and delivering clear client support.
• Strong understanding and interest in real estate investment management.
• Series 7 and Series 3 certifications required (or willingness to obtain).

As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.

Job Responsibilities

• Conduct investment reviews with clients to validate the clients’ current investment objectives and prepare recommendations of appropriate investment products
• Develop investment policy statements and advise on asset allocation
• Closes sales of complex investment products
• Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication
• Build excellent working relationships with internal clients
• Adhere to internal and external policies and procedures regarding securities transactions and code of conduct
• Provide guidance to junior staff

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Seven plus years of experience in Private Banking or Financial Services industry
• Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning

Preferred Qualifications, Capabilities, and Skills

• MBA or CFA preferred
• Prior experience providing complex investment solutions to individuals
• In depth experience and/or knowledge of hedge funds, private equity and alternative investments
• Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity
• Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals

Job Responsibilities:

• Supporting the operational due diligence process for primarily alternative investment managers and collaborating with the Global Alternatives Investment Solutions due diligence teams
• Setting up and disseminating operationally focused questionnaires across a range of investment strategies and products
• Preparing for and participating in operational due diligence meetings with 3rd party investment managers (in person and sometimes virtual); this includes evaluating and forming an opinion on various operational risks such as organizational infrastructure, counterparties and service providers, valuation processes, cyber security, compliance and regulatory issues
• Reviewing and scoring responses to operational due diligence questionnaires
• Working collaboratively with control partners in governance, risk, compliance and internal audit
• Representing the firm in front of C-level executives (COO, CFO, CCO, CTO) at third party fund managers
• Presenting analyses, findings and opinions at Investment and Governance Committee meetings

Required Qualifications, Capabilities, and Skills:

• You should have experience performing and / or an understanding of how operational due diligence is conducted on investment managers from either working within an audit firm (auditing hedge funds and/or private funds) or working in the operations and / or audit departments of an asset management firm or in an operational due diligence role, or a combination of these roles.
• Solid understanding of financial markets and various security types, as well as a solid understanding of investment strategies and fund structures
• Advanced proficiency in using Microsoft Office programs including Excel & Power Point, and exceptional organisational and analytical skills
• Investigative skills and attention to detail
• Ability to work effectively in a team environment, with strong teamwork and interpersonal skills
• Strong written, presentation, and communication skills
• Strong initiative, energy and confidence completing assignments

As a Financial Planning & Analysis, Senior Associate in Corporate Stress Testing, you will be responsible for the execution of the Comprehensive Capital Analysis & Review and Risk Appetite (CCAR) stress testing forecasts. You will work on stress forecasting calculations, preparing presentations and multiple complex projects. You will also work closely with the central teams, Controllers, Control Management, and multiple functions within Corporate Functions.

Job responsibilities

• Serve as a liaison across corporate functions, Controllers, Firm wide Planning & Analysis, Tax, HR Finance, and other relevant teams to execute on the CCAR, Risk Appetite, and Resolution and Recovery agenda
• Execute stress forecasting calculations and submission deliverables for CCAR and Risk Appetite
• Produce presentations, analysis and supporting materials for senior management that summarize forecast results, plans and progress
• Participate in and support ad-hoc special projects and requests as needed
• Provide timely and concise updates and escalate issues appropriately
• Enhance controls and improve risk environment, including producing, organizing and maintaining documentation
• Help process improvement and automations to increase operational efficiency

Required qualifications, capabilities and skills

• BA/BS in Finance or Accounting
• 5+ years of experience
• Advanced skills in Excel, Essbase and PowerPoint
• Proficiency with data mining/gathering and manipulation of data sets
• Advanced verbal and written communication skills with the ability to articulate complex issues clearly
• Highly motivated and able to thrive and think clearly under pressure and tight deadlines
• Self-starter with excellent time management/prioritization skills
• Good analytical and problem solving skills with ability to analyze large data sets and present conclusions concisely
• Demonstrated ability to partner well, mentor and influence others

Preferred qualifications, capabilities and skills

• CFA, CPA, MBA
• Experience in the financial services industry
• Experience with CCAR

As a Marketing Strategy Lead within Auto, you will develop, maintain, and track Awareness, Loyalty, and Conquest campaigns. You will leverage a variety of tactics, including paid channels such as search, social, direct mail, and events, as well as owned channels such as Chase digital platforms, email, and in-branch activations. You will work closely with external stakeholders, the OEM GM team, and your brand counterpart on strategy, and with campaign management on the execution of campaigns to drive scalable volume at an efficient cost.

Job responsibilities:

• Work across the broad marketing team to communicate the marketing vision. Create a marketing plan to establish customer messaging, touch, channel, and targeting strategy.
• Manage business cases and change requests through our in-house tools (Optima, AdTrax) and be comfortable presenting and reporting on progress.
• Work with the team on creative assets, targeting/touch strategy, and reading test results to inform recommendations. Bring partners along with new tactic launches in media, social, and search, as well as collaborate with internal teams on the Servicing and Lease-End communications campaigns.
• Create and maintain a marketing budget. Track and pay invoices for marketing vendors and agencies.
• Collaborate with JPMC firm leads to support the partner’s engagement with Private Banking, Wealth Management, and card partners.

Required qualifications, capabilities, and skills:

• Bachelor's Degree.
• 7+ years of experience in marketing, including direct-to-consumer and digital (including mobile).
• Marketing functional, technical, and operational knowledge.
• Experience creating and driving operational processes with attention to detail and a passion for flawless execution.
• Exceptional communication and executive presence.
• Ability to work independently as well as lead cross-functional teams.
• Strong project management, multi-tasking, and leadership skills.