Senior Municipal Bond SMA Strategist & Client Growth Lead

JPMorgan Chase & Co.; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

JPMorgan Chase & Co.’s Global Fixed Income, Currency and Commodities team seeks an experienced Municipal Bonds Investment Specialist to lead the Municipal SMA platform. The role focuses on client servicing, business development, communications, and asset growth across third‑party channels.

The candidate will work with portfolio managers, distribution teams, and advisor networks to advance municipal solutions and drive franchise growth in a dynamic market environment.

Qualifications

• Bachelor's degree required; MBA or CFA preferred.
• 15+ years of experience in municipal fixed income.
• Series 7 and Series 63 licenses.
• Extensive knowledge of municipal fixed income markets, tax-aware investing, and SMA solutions.
• Proven ability to build and maintain relationships with financial advisors, consultants, wealth platforms, and distribution partners.
• Strong understanding of portfolio construction, credit analysis, interest rate strategy, duration management, municipal market dynamics, and performance attribution.
• Exceptional interpersonal, presentation, and communication skills with the ability to engage clients and colleagues at all levels.
• Strong knowledge of Bloomberg, PowerPoint, and advanced Excel.

Responsibilities

• Serve as the lead Investment Specialist and primary representative for the Municipal Bond platform within Customized Bond Portfolios.
• Collaborate closely with portfolio managers on platform strategy, prospects, and strategic growth initiatives.
• Engage with sales teams across distribution channels to develop distribution strategy and execute business development plans.
• Drive initiatives to increase assets under management and strengthen the franchise across wealth management platforms, RIAs, broker-dealers, and intermediary channels.
• Develop and maintain relationships with key decision-makers across financial advisor networks, consultant communities, and distribution partners.
• Analyze portfolios including positioning, sector allocations, performance results, risk analytics, and market opportunities.
• Develop engaging marketing content, investment commentary, and thought leadership to position strategies in evolving markets.
• Partner with client advisors, consultants, and distribution on new business opportunities, platform placements, RFPs, and due diligence questionnaires.

Skills

Client relationships

Fixed income knowledge

Presentation skills

Communication

Portfolio construction

Credit analysis

Interest rate strategy

Performance attribution

Education

Bachelor's Degree

MBA or CFA (preferred)

Tools

Bloomberg

PowerPoint

Excel

Job description

JPMorgan Chase & Co.’s Global Fixed Income, Currency and Commodities team seeks an experienced Municipal Bonds Investment Specialist to lead the Municipal SMA platform. The role focuses on client servicing, business development, communications, and asset growth across third‑party channels.

The candidate will work with portfolio managers, distribution teams, and advisor networks to advance municipal solutions and drive franchise growth in a dynamic market environment.