Asset Management - Portfolio Model Specialist Client Advisor - Vice President

Next Frontier Capital; Columbus (OH); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

JPMorgan Asset Management is seeking a Model Portfolio Specialist to support client advisors and promote model portfolio sales. You will collaborate with client advisors to implement model portfolios, leveraging MAS views, portfolio moves, and performance data.

Role requires 5+ years in investment management with strong analytical, communication, and presentation skills. Occasional travel in the Midwest is expected; primary duties involve phone-based engagements and presentations to financial

Qualifications

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• Series 7 and 63.
• Minimum 5 years of experience in investment management, portfolio management, or a related field, with a focus on client-facing roles.
• Strong understanding of investment principles, asset allocation, and portfolio construction.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong communication and presentation skills with the ability to convey complex investment concepts to a diverse audience.
• Detail-oriented with the ability to manage multiple tasks and deadlines.
• Team player with a collaborative mindset and the ability to work effectively in a fast-paced environment.
• Willingness to travel occasionally within the Midwest US.

Responsibilities

• Manage a territory of advisors across the Central Division of the Independent Broker Dealer Channel.
• Develop and maintain strong relationships with Financial Advisors specializing in model portfolios.
• Engage with FAs over the phone, using screen share to leverage JPMorgan resources.
• Become an expert in Multi-Asset Solutions views, portfolio moves, performance and positioning.
• Prepare and deliver presentations to clients and prospects.
• Stay informed about market trends, economics, and investment strategies to advise client advisors and clients.
• Conduct 20 agenda-driven meetings per week with FAs.
• Collaborate with advisors to deliver market insights and drive model portfolio adoption.
• Ensure compliance with regulatory requirements and risk policies.
• Work with marketing, sales, and operations to promote model portfolios.

Skills

Investment principles

Asset allocation

Portfolio construction

Analytical skills

Communication skills

Presentation skills

Attention to detail

Team collaboration

Travel readiness

Education

Bachelor's degree in Finance, Economics, Business, or related field

Job description

JPMorgan Asset Management is a global leader in investment management, dedicated to delivering exceptional client service and innovative investment solutions. Our team of professionals is committed to helping clients achieve their financial goals through a comprehensive range of investment strategies and services.

As a Model Portfolio Specialist within the dynamic team at JPMorgan Asset Management, you will be a highly motivated and client-focused team member. Your critical role will involve supporting our client advisors and promoting sales of our model portfolio offerings. You will collaborate closely with client advisors to ensure effective communication and implementation of model portfolios, with limited travel required in the Midwestern.

Job Responsibilities

• Manage a territory of advisors across the Central Division of the Independent Broker Dealer Channel.
• Develop and maintain strong relationships with a targeted and dynamic group of Financial Advisors who are known to engage in model portfolio business but are not currently covered.
• Primarily engage with FAs over the phone, utilizing screen share technology to leverage JPMorgan resources, tools, and model portfolios effectively.
• Become an expert in our Multi-Asset Solutions (MAS) views, portfolio moves/rationale, performance, positioning points, and the competitive landscape.
• Prepare and deliver compelling presentations to clients and prospects, showcasing the benefits and performance of our model portfolios.
• Stay informed about market trends, economic developments, and investment strategies to provide valuable insights and recommendations to client advisors and clients.
• Manage and conduct 20 agenda-driven meetings per week, ensuring productive and meaningful interactions with FAs.
• Collaborate with advisors to deliver market and portfolio insights and drive adoption and investment in our model portfolios.
• Ensure all client communications and portfolio recommendations adhere to regulatory requirements and internal risk management policies.
• Work closely with various teams, including marketing, sales, and operations, to support the promotion and distribution of model portfolios.

Required qualifications, capabilities and skills

• Bachelor’s degree in Finance, Economics, Business, or a related field;
• Series 7 and 63
• Minimum 5 years of experience in investment management, portfolio management, or a related field, with a focus on client-facing roles.
• Strong understanding of investment principles, asset allocation, and portfolio construction..
• Excellent analytical, quantitative, and problem-solving skills.
• Strong communication and presentation skills, with the ability to convey complex investment concepts to a diverse audience.
• Detail-oriented with a high level of accuracy and the ability to manage multiple tasks and deadlines.
• Team player with a collaborative mindset and the ability to work effectively in a fast-paced environment.
• Willingness to travel occasionally within the Midwest US.

JPMorganChase, 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.

Compensation and Benefits

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.

• base salary determined based on the role, experience, skill set and location
• 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
• 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

J.P. 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.

Partner with financial advisors to deliver model portfolio solutions that help clients achieve their investment goals.