Senior Fiduciary Portfolio Manager: Multi-Asset Solutions

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

Job summary

JPMorganChase's Institutional Investment Solutions (IIS) team seeks an experienced fiduciary investment strategist to serve as the primary portfolio manager for multi-asset solutions delivered to fiduciary clients, collaborating with U.S. Private Bank Advisors.

You will deepen fiduciary engagement and design tax-aware strategies while aligning portfolios with trust documents. You will deliver insights to clients and advisors, coordinate with internal partners, and ensure robust, diversified

Qualifications

• At least 10 years of investment experience gained within Private Banking or broader financial services industry; experience working with trust clients is a plus.
• Strong communication skills in addition to sales / pitch experience.
• Experience in managing multi-asset portfolios is essential, along with deep knowledge of tax-aware investing strategies and alternatives.
• Excel at delivering holistic investment advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners.
• A collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes are critical for success in this role.
• Comfortable with west coast travel ~ 4x/year

Responsibilities

• Drive fiduciary engagement and regional growth by engaging advisors and leading fiduciary initiatives.
• Develop tax-aware, customized investment plans with co-trustees and introduce JPM's investment solutions.
• Advise on asset allocation and diversified portfolios per trust guidelines.
• Execute fiduciary investment solutions and conduct regular client reviews.
• Share investment insights and educate advisors on market opportunities.

Skills

Investment experience

Multi-asset portfolios

Tax-aware investing

Client relationship management

Communication skills

Travel willingness

Job description

JPMorganChase's Institutional Investment Solutions (IIS) team seeks an experienced fiduciary investment strategist to serve as the primary portfolio manager for multi-asset solutions delivered to fiduciary clients, collaborating with U.S. Private Bank Advisors.

You will deepen fiduciary engagement and design tax-aware strategies while aligning portfolios with trust documents. You will deliver insights to clients and advisors, coordinate with internal partners, and ensure robust, diversified