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737 jobs found
18.09.2025
JPM
JPMorgan JP Morgan Wealth Management – Investment Professional United States, Texas, Plano
Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage...
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...
Own and evolve the MMF clearing platform and associated off-balance sheet liquidity products with a client-first mindset. Lead the design and execution of product enhancements to support scale, automation, and...
Coordinating broader Family Investment Firm coverage with Investment Banking, Commercial Banking and Private Banking partners. Driving the sourcing of new Investment Banking transactions, across Mergers & Acquisitions, debt and equity...
Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account...
Assist in the portfolio management efforts across all discretionary investment programs, including actively maintaining investment plans for portfolios in close partnership with other portfolio managers. Monitor and analyze current portfolio...
Assist clients and prospects with brokerage accounts and uncover investment needs with a focus on delivering an exceptional client experience over the telephone. Discuss Individual Retirement Accounts, such as Traditional...
Manage, retain and deepen a portfolio of approximately 100 business clients in stable/mature stage with annual revenue greater than ~$5 million; provide business deposit and cash management solutions and manage...
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