Vice President, Model Portfolio Strategy & Client Advisory

JPMorgan Chase

Columbus (OH)

On-site

USD 80,000 - 85,000

Full time

5 days ago

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Job summary

JPMorgan Chase Asset Management is seeking a Model Portfolio Specialist / Client Advisor (VP) to support our national client advisors and promote model portfolio solutions. You will collaborate on communication, portfolio moves, and MAS insights with limited Midwest travel.

The role emphasizes building relationships with financial advisors, delivering compelling presentations, and staying current on investment strategies to help clients achieve their goals through diversified portfolios and

Qualifications

Bachelor’s degree in Finance, Economics, Business, or a related field.
Series 7 and 63
Minimum 5 years in investment management, portfolio management, or a related field, with a focus on client-facing roles.
Strong understanding of investment principles, asset allocation, and portfolio construction.
Excellent analytical, quantitative, and problem-solving skills.
Strong communication and presentation skills, with the ability to convey complex investment concepts to a diverse audience.
Detail-oriented with a high level of accuracy and the ability to manage multiple tasks and deadlines.
Team player with a collaborative mindset and the ability to work effectively in a fast-paced environment.
Willingness to travel occasionally within the Midwest US.

Responsibilities

Manage a territory of advisors across the Central Division of the Independent Broker Dealer Channel.
Develop and maintain strong relationships with a targeted and dynamic group of Financial Advisors who engage in model portfolio business.
Primarily engage with FAs over the phone, using screen share to leverage JPMorgan resources and model portfolios.
Become an expert in our MAS views, portfolio moves/rationale, performance, and positioning.
Prepare and deliver presentations to clients and prospects showcasing model portfolios.
Stay informed about market trends, economic developments, and investment strategies to provide insights.
Manage and conduct 20 agenda-driven meetings per week with FAs.
Collaborate with advisors to deliver market and portfolio insights and drive adoption of model portfolios.
Ensure all client communications and portfolio recommendations adhere to regulatory requirements.
Work with teams across marketing, sales, and operations to promote model portfolios.