Retirement Solutions Investment Lead — Senior VP/ED

J.P. Morgan; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

JPMorganChase is seeking an Investment Specialist (Retirement Solutions) Lead in New York, NY, to guide client engagement and support retirement investment strategies across a broad client base, from institutions to startups.

The role reports to the Global Head of Multi Asset Solutions Retirement Investment Specialists and focuses on driving business development, retention, and client experience improvements. Strong licenses and CFA pursuit are preferred.

Qualifications

• 8+ years of experience in the financial industry; Defined Contribution, target date funds, and retirement income experience preferred.
• Strong knowledge of investment design, portfolio construction, and multi-asset strategies; strong market acumen.
• Excellent presentation, research, and writing skills with the ability to communicate complex concepts to audiences of varying sophistication.
• Demonstrated relationship-building skills; ability to operate effectively in a fast-paced, high-accountability environment.
• Strong organizational and execution skills; proven ability to manage multiple priorities and deliver accurate work under tight deadlines.
• SIE and Series 7, 63, and 3 required within 120 days.
• Ability to learn internal systems quickly and manage operational details effectively.

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

Presentation skills

Relationship building

Organization

Communication

Time management

Leadership

Education

CFA designation or active pursuit

Tools

Excel

PowerPoint

LLMs

Job description

JPMorganChase is seeking an Investment Specialist (Retirement Solutions) Lead in New York, NY, to guide client engagement and support retirement investment strategies across a broad client base, from institutions to startups.

The role reports to the Global Head of Multi Asset Solutions Retirement Investment Specialists and focuses on driving business development, retention, and client experience improvements. Strong licenses and CFA pursuit are preferred.