Executive Director, Fiduciary Portfolio Solutions

Aumni; New York (NY); Presencial; USD 180.000 - 320.000; Jornada completa

Descripción de la vacante

J.P. Morgan Institutional Investment Solutions seeks an experienced fiduciary investment professional to manage multi-asset solutions for top fiduciary clients. The role partners with U.S. Private Bank Advisors to deliver JPM capabilities and fiduciary offerings.

You will advise on asset allocation, design complex investment solutions, and maintain strong client relationships while collaborating with internal partners to ensure optimal outcomes.

Formación

• At least 10 years of investment experience in Private Banking or broader financial services; trust clients experience is a plus.
• Strong communication skills in addition to sales/pitch experience.
• Experience in managing multi-asset portfolios with deep knowledge of tax-aware strategies and alternatives.
• Excel at delivering holistic investment advice and complex investment solutions.
• A collaborative approach with relationship management and client outcomes focus; travel to the West Coast ~4x/year.

Responsabilidades

• Deepen fiduciary relationships, drive regional growth and engage advisors on opportunities.
• Deliver tailored investment advice and tax-aware, customized investment solutions.
• Advise on asset allocation and portfolio construction aligned with trust documents.
• Execute investment solutions in fiduciary accounts and conduct regular reviews.
• Share investment insights with clients and advisors and participate in education activities.

Conocimientos

Strong communication

Sales experience

Multi-asset portfolios

Tax-aware investing

Relationship management

Travel readiness

Descripción del empleo

J.P. Morgan Institutional Investment Solutions seeks an experienced fiduciary investment professional to manage multi-asset solutions for top fiduciary clients. The role partners with U.S. Private Bank Advisors to deliver JPM capabilities and fiduciary offerings.

You will advise on asset allocation, design complex investment solutions, and maintain strong client relationships while collaborating with internal partners to ensure optimal outcomes.