Multi-Asset Retirement Investment Lead (VP)

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

Job summary

JPMorganChase is seeking an experienced Investment Specialist (VP/ED) in New York to lead client and consultant engagement for retirement solutions within MAS. You will serve as the product expert for our Smart Retirement franchise and work across client, consultant, and investment teams to drive retention and growth.

The role focuses on leading client interactions, developing materials, and contributing to process improvements while coaching junior specialists.

Qualifications

• 8+ years of experience in the financial industry; Defined Contribution, target date funds, and retirement income experience preferred.

Responsibilities

• Grow and retain the retirement book of business through ongoing client and consultant engagement.
• Lead client interactions (meetings, seminars, conferences) by presenting the MAS investment process, portfolio positioning, and house views.
• Serve as a primary point of contact for Client Advisor teams—providing responsive, accurate support that advances the sales process and deepens product fluency.
• Build strong, collaborative relationships across Client/Consultant Advisor teams, portfolio management, investment teams, research, investor relations, and product partners.
• Create high-quality client-facing content and materials (commentary, portfolio updates, market messaging) that clearly explains performance and positioning.
• Analyze portfolios (risk/return, performance attribution, etc.) and develop proposals and implementation materials to support new and existing mandates.
• Contribute to process and technology enhancements (e.g., attribution, reporting, efficiency improvements) that improve scalability and the client experience.
• Coach and develop junior Investment Specialists, including presentation skills, knowledge transfer, and quality control of client deliverables.

Skills

Investment design

Portfolio construction

Multi-asset strategies

Market acumen

Presentation skills

Research skills

Writing skills

Relationship building

Organization and execution

SIE and Series 7, 63, and 3 within 120

Learn internal systems

Operational detail management

Excel

PowerPoint

LLMs knowledge

Education

CFA designation or active pursuit

Sponsorship available after one year

Tools

Excel

PowerPoint

LLMs knowledge

Job description

JPMorganChase is seeking an experienced Investment Specialist (VP/ED) in New York to lead client and consultant engagement for retirement solutions within MAS. You will serve as the product expert for our Smart Retirement franchise and work across client, consultant, and investment teams to drive retention and growth.

The role focuses on leading client interactions, developing materials, and contributing to process improvements while coaching junior specialists.