Fiduciary Portfolio Director — Multi-Asset Solutions

JPMorgan Chase & Co.; New York (NY); Presencial; USD 180.000 - 300.000; Jornada completa

Descripción de la vacante

J.P. Morgan Institutional Investment Solutions in New York seeks an experienced Fiduciary Investment Solutions PM to lead multi-asset portfolios for fiduciary clients, collaborating with U.S. Private Bank Advisors to deliver tailored investment strategies.

You will manage discretionary mandates and coordinate with internal teams to ensure robust wealth-management solutions. The role requires decisive communication and a proven track record in complex portfolio design.

Formación

• At least 10 years of investment experience in Private Banking or financial services; experience with trust clients is a plus.
• Strong communication skills in addition to sales/pitch experience.
• Experience in managing multi-asset portfolios with tax-aware investing strategies and alternatives.
• Excel at delivering holistic investment advice, designing complex investment solutions, and communicating with sophisticated clients and internal partners.
• Collaborative approach with strong relationship management and a focus on exceptional client outcomes.
• Comfortable with west coast travel ~ 4x/year.

Responsabilidades

• Deepen engagement with fiduciary relationships and drive regional growth.
• Deliver customized investment solutions and advice for fiduciary clients.
• Provide holistic asset allocation and portfolio construction aligned with trust documents.
• Execute investment solutions in fiduciary accounts and conduct regular client reviews.
• Share investment insights and organize advisor education for clients and prospects.

Conocimientos

Communication skills

Sales / pitch experience

Relationship management

Travel readiness

Herramientas

Excel

Descripción del empleo

J.P. Morgan Institutional Investment Solutions in New York seeks an experienced Fiduciary Investment Solutions PM to lead multi-asset portfolios for fiduciary clients, collaborating with U.S. Private Bank Advisors to deliver tailored investment strategies.

You will manage discretionary mandates and coordinate with internal teams to ensure robust wealth-management solutions. The role requires decisive communication and a proven track record in complex portfolio design.