Fiduciary Investment Solutions - Portfolio Manager, Executive Director

JPMorganChase; New York (NY); On-site; USD 180,000 - 280,000; Full time

Job summary

JPMorganChase's Institutional Investment Solutions (IIS) team seeks an experienced fiduciary investment strategist to serve as the primary portfolio manager for multi-asset solutions delivered to fiduciary clients, collaborating with U.S. Private Bank Advisors.

You will deepen fiduciary engagement and design tax-aware strategies while aligning portfolios with trust documents. You will deliver insights to clients and advisors, coordinate with internal partners, and ensure robust, diversified

Qualifications

• At least 10 years of investment experience gained within Private Banking or broader financial services industry; experience working with trust clients is a plus.
• Strong communication skills in addition to sales / pitch experience.
• Experience in managing multi-asset portfolios is essential, along with deep knowledge of tax-aware investing strategies and alternatives.
• Excel at delivering holistic investment advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners.
• A collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes are critical for success in this role.
• Comfortable with west coast travel ~ 4x/year

Responsibilities

• Drive fiduciary engagement and regional growth by engaging advisors and leading fiduciary initiatives.
• Develop tax-aware, customized investment plans with co-trustees and introduce JPM's investment solutions.
• Advise on asset allocation and diversified portfolios per trust guidelines.
• Execute fiduciary investment solutions and conduct regular client reviews.
• Share investment insights and educate advisors on market opportunities.

Skills

Investment experience

Multi-asset portfolios

Tax-aware investing

Client relationship management

Communication skills

Travel willingness

Job description

Job Description

J.P. Morgan Institutional Investment Solutions (“IIS”) is a highly specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices, Endowments, Fiduciary and Defined Contribution Plans. The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates. IIS designs, implements, and manages these solutions by leveraging the full breadth of J.P. Morgan Asset & Wealth Management's investment capabilities—drawing on both in-house expertise and leading external managers.

Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis. Specifically, a Fiduciary Investment Solutions (FIS) PM has experience advising co-trustees and trust client's on these matters in addition to tax budgeting, spending guidelines, and institutionalizing wealth for future generations.

Job Responsibilities

As an experienced member of the Institutional Investment Solutions (IIS) team, the new hire will be part of the Fiduciary Investment Solutions team and partner closely with U.S. Private Bank Advisors to deliver JPM's capabilities to our largest and most sophisticated fiduciary clients. They will serve as the primary portfolio manager for multi-asset solutions delivered to this client base.

Core Responsibilities

• Deepen Our Engagement with Fiduciary Relationships: Drive new business and regional growth by engaging advisors, leading fiduciary initiatives, collaborating on new opportunities, and participating in new business opportunities.
• Delivering Advice and Custom Investment Solutions: The candidate will partner closely with co-trustees to understand trust considerations and preferences related to implementing an investment plan, and will develop and execute customized, tax-aware investment strategies aligned with their long-term vision. This includes identifying opportunities to provide advice and introduce J.P. Morgan's full suite of investment solutions.
• Holistic Asset Allocation and Portfolio Construction: Advise fiduciary clients on establishing comprehensive asset allocation and constructing robust, diversified portfolios in accordance with trust documents and guidelines. Provide guidance on best practices for ongoing implementation, ensuring trusts have the framework needed for effective long-term wealth management.
• Execution, Oversight and Client Communication: Execute investment solutions in fiduciary accounts in accordance with their strategic plans. This includes managing a range of investment vehicles such as Discretionary Management accounts, Separately Managed Accounts, Hedge Funds and Private Investments. Conduct regular client investment reviews to validate trust objectives and prepare tailored recommendations.
• Deliver Investment Insights: Act as a thought leader by sharing J.P. Morgan's latest investment insights with clients and advisors. This includes organizing and participating in advisor education, engaging with prospective clients and professional networks to ensure clients and prospects are informed and engaged with current market perspectives and opportunities.

Required Qualifications, Capabilities And Skills

• At least 10 years of investment experience gained within Private Banking or broader financial services industry; experience working with trust clients is a plus.
• Strong communication skills in addition to sales / pitch experience.
• Experience in managing multi-asset portfolios is essential, along with deep knowledge of tax-aware investing strategies and alternatives.
• Excel at delivering holistic investment advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners.
• A collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes are critical for success in this role.
• Comfortable with west coast travel ~ 4x/year

ABOUT 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.

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

About The Team

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.