Model Portfolio VP - Advisor Outreach & MAS Expert

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 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