Senior Municipal Bond SMA Leader & Client Strategist

JP Morgan Chase; New York (NY); Sur place; USD 200 000 - 350 000; Plein temps

Avantages offerts par ce poste

Health benefits

Retirement savings plan

Tuition reimbursement

Mental health support

Résumé du poste

JPMorgan Chase & Co. is seeking an experienced Municipals Investment Specialist to lead the senior client-facing role for the Municipal Bond SMA platform.

You will work with portfolio managers, sales teams, and distribution partners to drive asset growth and thought leadership across wealth management channels. The role requires 15+ years in municipal fixed income, Series 7 & 63 licenses, and strong communication skills.

Qualifications

• 15+ years of experience in municipal fixed income.
• Bachelor's Degree required.
• Series 7 and Series 63 licenses.
• Extensive knowledge of municipal fixed income markets and tax-aware investing.
• Proven ability to build relationships with financial advisors and distribution partners.
• Strong portfolio construction, credit analysis, and market dynamics knowledge.
• Excellent written and verbal communication skills.
• Proficiency with Bloomberg, PowerPoint, and advanced Excel.

Responsabilités

• Serve as lead Investment Specialist for the Municipal Bond SMA platform within Customized Bond Portfolios.
• Collaborate with portfolio managers on platform strategy and growth initiatives.
• Work with sales across channels to execute distribution strategies and business development plans.
• Drive assets growth and strengthen presence across wealth management platforms and RIAs.
• Build relationships with financial advisor networks, consultants, and distribution partners.
• Analyze portfolios including positioning, performance, risk analytics, and opportunities.
• Create marketing content, commentary, and thought leadership.
• Partner on new business opportunities, RFPs, and due diligence.

Connaissances

Municipal fixed income

Client relationships

Presentation skills

Bloomberg

Excel

PowerPoint

Series 7

Series 63

Asset management knowledge

Formation

Bachelor's Degree

Outils

Bloomberg

Excel

PowerPoint

Investortools Perform

Description du poste

JPMorgan Chase & Co. is seeking an experienced Municipals Investment Specialist to lead the senior client-facing role for the Municipal Bond SMA platform.

You will work with portfolio managers, sales teams, and distribution partners to drive asset growth and thought leadership across wealth management channels. The role requires 15+ years in municipal fixed income, Series 7 & 63 licenses, and strong communication skills.