Private Bank, Fixed Income Specialist, Executive Director

Testing Site - JPMC; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase Asset & Wealth Management | U.S. Private Bank seeks a Fixed Income Specialist to join the Market Strategy Group. You will bridge Markets, Sales and Strategy, translating complex fixed income ideas into advisor-ready content and client outcomes.

In this senior role, you will oversee 200–500 advisors in a U.S. region, lead events, author market notes, and collaborate with investment teams to drive education, strategy alignment, and flow generation across managed accounts, SMAs and

Qualifications

• 5+ years of fixed income experience in investing or advisory roles.
• Deep familiarity with managed accounts, SMAs, mutual funds, and active/passive managers.
• Technical fluency across rates, credit, municipals, and multi-sector strategies.
• Experience with Active ETFs is a plus.

Responsibilities

• Serve as the dedicated fixed income specialist for an assigned U.S. region, supporting 200–500 advisors.
• Present market views and author VIP notes and implementation guides for advisor use.
• Lead advisor events, meetings, and national calls with credibility and authority.
• Collaborate with investment teams and product, legal, and compliance to bring solutions to market.

Skills

Fixed income

Relationship management

Public speaking

Content creation

Sales & business development

Market knowledge

Tools

PowerPoint

Job description

Fixed Income Specialist

JPMorganChase Asset & Wealth Management | U.S. Private Bank

About the Role

As a Fixed Income Specialist within the Market Strategy Group, you will serve as a senior subject matter expert on one of the most dynamic and high-impact teams within JPMorganChase's U.S. Private Bank. Our mission is straightforward:communicate our best ideas and help advisors deliver better client outcomesby making managed fixed income strategies understandable, easy to access, and simple to implement.

You will sit at the intersection ofMarkets, Sales, and Strategy— bridging institutional-grade insight with personalized client advice — working alongside a high-performing, collaborative team. This is a role for a seasoned fixed income professional who is equally comfortable analyzing markets, presenting to large audiences, and building trusted, lasting relationships with advisors and clients alike.

What You Will Do

Client, Advisor Partnership & Regional Coverage

• Serve as the dedicated fixed income specialist for an assigned U.S. region (e.g., South, Midwest, West, or Southeast), supporting a network of200–500 advisorsacross that footprint, with in-market travel of approximately1–2 weeks per yearcoordinated around key client events and regional priorities.
• Partner closely with advisors to understand their client base, identify opportunities for new business growth and retention, and participate directly in client meetings and events.
• Serve as the senior leader for client events and meetings related to managed fixed income portfolios and market content, representing the team with credibility and authority.
• Act as a trusted resource for advisors at all experience levels — from onboarding new advisors to engaging the most seasoned investment professionals — making complex fixed income concepts accessible and actionable.

Market Strategy, Thought Leadership & Education

• Function as a platform-wide fixed income expert across approved Core, Advisory, SMAs, Active ETFs, mutual funds (JPM and third-party where offered), and solutions with fixed income-like attributes.
• AuthorVIP notes and implementation guides(1–2 strategies at a time) that translate market views into clear, advisor-ready content.
• Coordinate and present onManager Insights Calls and national morning meetings, serving as a visible and authoritative voice for the team.
• Facilitate advisor education through a broad range of formats including team huddles, regional calls, national morning meetings, videos, written commentary, and office hours.
• Engage proactively with investment teams — including brokerage and Asset Management portfolio managers — to stay current on views, insights, and opportunities, particularly as they relate to quarterly investment themes.
• Partner closely with theFixed Income Strategy and Manager Selection teamsglobally to ensure alignment with current market positioning.

Business Development & Flow Generation

• Partner with local and global leadership — including theEurope and Asia Fixed Income Specialist teams— to drive and retain long-term fixed income flows across the platform.
• Work alongsideRegional Portfolio Specialists (RPS)to ensure timely delivery of insight across asset classes and regions, with prioritization toward quarterly investment themes.
• Collaborate with internal teams to develop new fixed income solutions that capitalize on market dislocations or address specific client needs.

Data, Analytics & Cross-Functional Collaboration

• Analyze flows, advisor behaviors, regional activity, and campaign data to uncover trends, measure impact, and guide team focus and strategy.
• Work cross-functionally withJPMAM, Product, Legal, and Complianceto align efforts, accelerate approvals, and bring solutions to market efficiently.
• Contribute to the development of digital content, client presentation decks, and asset class pitchbooks in partnership with the broader team.

What We Are Looking For

Experience & Expertise

• 5+ years of fixed income experiencein direct investing, client portfolio management, fixed income thought leadership, or a specialist/advisory capacity at an Asset Management firm, Wealth Manager, Investment Bank, or Institutional Investor (e.g., endowment, sovereign wealth fund).
• Deep familiarity withmanaged accounts, SMAs, mutual funds, and both active and passive managers.
• Technical fluency across fixed income markets includingrates, credit, municipals, and multi-sector strategies.
• Experience withActive ETFs and alternative fixed income structuresis a plus.

Communication, Presence & Content Creation

• Exceptional communication, presentation, and public speaking skills — able to articulate investment views with clarity and conviction across settings ranging from one-on-one advisor conversations to national calls and large-format conferences.
• Demonstrated ability toauthor high-quality written contentincluding strategy notes, implementation guides, and market commentary that advisors can put to work immediately.
• Comfortable and compelling in both intimate advisory settings and large-format presentations.
• Proficiency inPowerPoint and digital content creation tools.

Sales, Marketing & Relationship Management

• Demonstrated track record insales, marketing, business development, or client relationship management— ideally within a wealth management or asset management context, though strong candidates from adjacent backgrounds are encouraged to apply.
• Ability to identify and convert opportunities while maintaining deep, trust-based advisor and client relationships over the long term.

Leadership, Collaboration & Character

• A natural collaborator who works effectively across investment, product, legal, compliance, and sales teams, and bringsexecutive-level presence and judgmentto every interaction.
• Strong organizational skills and attention to detail, with the ability to manage multiple priorities simultaneously in a fast-paced environment.
• Self-motivated, proactive, and solutions-oriented — someone who identifies challenges and drives toward resolution without waiting to be directed.
• Positive, energetic, and intellectually curious with agenuine passion for fixed income markets.
• Sound judgment and discretion when handling confidential client and business information.