Model Portfolio Strategy & Client Advisory VP

JPMorganChase; Chicago (IL); On-site; USD 120,000 - 170,000; Full time

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 portfolios and manage a territory across the Central Division of the Independent Broker Dealer Channel, with limited Midwest travel.

The role demands strong investment knowledge, excellent communication and presentation skills, and the ability to translate complex strategies into client-ready insights while adhering

Qualifications

• Bachelor's degree in Finance, Economics, Business, or related field.
• Series 7 and 63 licenses.
• Minimum 5 years in investment management or client-facing roles.
• Strong understanding of asset allocation and portfolio construction.

Responsibilities

• Manage a territory of advisors across the Central Division of the Independent Broker Dealer Channel.
• Develop and maintain strong relationships with Financial Advisors engaged in model portfolios.
• Primarily engage with FAs over the phone, utilizing screen share tech to promote model portfolios.
• Become an expert in MAS views, portfolio moves/rationale, performance, and positioning points.
• Prepare and deliver presentations to clients and prospects showcasing model portfolios.

Skills

Analytical skills

Presentation skills

Communication

Team collaboration

Education

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

Tools

Series 7 license

Series 63 license

Job description

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 portfolios and manage a territory across the Central Division of the Independent Broker Dealer Channel, with limited Midwest travel.

The role demands strong investment knowledge, excellent communication and presentation skills, and the ability to translate complex strategies into client-ready insights while adhering