Senior Fiduciary Multi-Asset Portfolio Manager

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

Job summary

J.P. Morgan Institutional Investment Solutions seeks an experienced Fiduciary Investment Solutions PM to oversee bespoke multi-asset portfolios for fiduciary clients in a U.S. Private Banking context.

The role partners with private bank advisors and internal teams to deliver tailored, tax-aware investment strategies aligned with client objectives. The ideal candidate has 10+ years in investment roles, strong communication and sales skills, and a collaborative mindset to manage complex solutions

Qualifications

• 10+ years of investment experience in Private Banking or broader financial services.
• Experience working with trust clients is a plus.
• Strong communication skills with sales/pitch experience.
• Experience managing multi-asset portfolios; knowledge of tax-aware investing and alternatives.
• Ability to deliver holistic investment advice and complex investment solutions.
• Collaborative approach with strong relationship management and client focus.
• Willingness to travel west coast ~4x/year.

Responsibilities

• Manage multi-asset solutions for fiduciary clients.
• Engage fiduciary relationships to drive new business and opportunities.
• Provide tailored investment advice and tax-aware strategies.
• Oversee asset allocation and portfolio construction with fiduciary guidelines.
• Communicate investment insights to clients and advisors.

Skills

Multi-asset portfolios

Trust clients experience

Strong communication

Sales / pitch experience

Relationship management

West coast travel

Tools

Excel

Job description

J.P. Morgan Institutional Investment Solutions seeks an experienced Fiduciary Investment Solutions PM to oversee bespoke multi-asset portfolios for fiduciary clients in a U.S. Private Banking context.

The role partners with private bank advisors and internal teams to deliver tailored, tax-aware investment strategies aligned with client objectives. The ideal candidate has 10+ years in investment roles, strong communication and sales skills, and a collaborative mindset to manage complex solutions