Asset Management – Head of Private Wealth Alternatives, Client Services– Vice President

JPMorgan Chase; New York (NY); On-site; USD 109,000 - 175,000; Full time

Job summary

An established industry player seeks a Head of Private Wealth Alternatives Vice President to enhance client service for alternative investments. This pivotal role involves leading a dedicated team, managing client relationships, and ensuring exceptional service delivery. You will leverage your extensive experience in wealth management to implement innovative strategies and improve client acquisition and retention. Join a collaborative environment where your insights will shape the future of investment management and contribute to the success of a diverse client base. If you are passionate about client service and alternative investments, this is your opportunity to make a significant impact.

Benefits

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Qualifications

• 8+ years in Wealth Management with focus on Alternative Registered funds.
• Proven leadership in client service environments.

Responsibilities

• Oversee client service experience for alternative asset investments.
• Lead and mentor a team of client service professionals.

Skills

Wealth Management

Client Service Management

Leadership

Project Management

Strategic Thinking

Communication Skills

Education

Bachelor's degree in finance, business, or related field

Advanced degree or professional certification (e.g., CFA, CAIA)

Job description

JP Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

As a Head of Private Wealth Alternatives Vice President within the client service team you will act as a senior leader responsible for overseeing and enhancing the client service experience for registered broker dealers and intermediaries investing in alternative assets. You will have the opportunity to build out a team, manage clients, and build relationships with stakeholders. As a head of Private Wealth Alternatives you will be able to use your expertise in private wealth and alternative investments to deliver exceptional client service to our investors.

Job responsibilities

1. Coordinate with Private Wealth Alternatives Client Advisor team to support client acquisition and retention efforts
2. Build out processes to support new products and distribution channels across a broad spectrum of alternative asset classes, monitor and evaluate client service metrics, identifying areas for improvement and implementing solutions
3. Stay informed about trends and developments in the alternative investment space, including private equity, hedge funds, real estate, and other non-traditional assets
4. Participate in industry working groups to influence and drive resolution on key themes and issues
5. Assist with implementation of new firm initiatives and ad hoc reports/projects as needed
6. Lead, mentor, and manage a team of client service professionals, fostering a culture of excellence and continuous improvement
7. Provide subject matter expertise and resolve escalated client issues and problems through effective interaction with advisors, product partners, operations areas, and other stakeholders in a timely and professional manner
8. Engage with fintech providers and 3rd parties to drive product implementations, enhancements, etc
9. Collaborate with regional leads to promote education and drive global alignment on business processes

Required qualifications, capabilities, and skills

1. 8 or more years of experience in Wealth Management distribution/operations with a background in Alternative Registered funds (Non-Traded REITS, Tender Offer Funds, BDCs, interval funds, etc) and 3rd party private fund feeders
2. Proven track record of leadership and team management in a client service environment
3. Strategic thinker with a client-centric mindset and a passion for delivering exceptional service
4. Excellent organization, project management, and time management skills including executive communication skills
5. Bachelor's degree in finance, business, or a related field

Preferred qualifications, capabilities, and skills

1. Advanced degree or professional certification (e.g., CFA, CAIA) preferred
2. FINRA series 7, 66 and 24 (optional) licenses preferred

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary

Jersey City,NJ $109,300.00 - $175,000.00 / year; New York,NY $109,300.00 - $175,000.00 / year