Vice President, Multi-Asset Advisory Solutions

Testing Site - JPMC

Los Angeles (CA)

On-site

USD 140,000 - 210,000

Full time

14 days+

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Job summary

JP Morgan in Los Angeles is seeking a Vice President, Multi-Asset Specialist to support advisory programs and manage portfolio construction and asset allocation across discretionary and non-discretionary platforms. You will partner with regional leadership and advisory teams to deliver top-tier investment solutions and guidance for JP Morgan Advisors.

The role emphasizes collaboration, market expertise, and strong communication.

Qualifications

  • Bachelor’s degree required.
  • 5+ years of relevant experience.
  • Strong knowledge of asset allocation and portfolio construction.
  • Passion for markets and the evolving investment landscape.
  • Team-oriented with ability to interact across all levels.
  • Strong verbal and written communication skills.
  • Strong organizational skills with ability to manage multiple objectives.

Responsibilities

  • Deliver exceptional advisor service and drive commercial growth within the JPMA Advisory business.
  • Advise, identify, and select investment solutions based on advisor and client needs; assist with proposals.
  • Present on national and regional call series; manage communication with regional coverage areas.
  • Partner with regional sales management to provide content and help increase investment flows.
  • Develop knowledge of the investment platform and available solutions.
  • Serve as key support for all investment products and services for advisors.
  • Occasional travel to assigned regions (likely semi-annual).

Skills

Asset allocation
Portfolio construction
Market analysis
Communication
Team collaboration

Education

Bachelor’s Degree

Tools

SIE
Series 7
Series 66
CFA
CFP
CIMA

Job description

JP Morgan in Los Angeles is seeking a Vice President, Multi-Asset Specialist to support advisory programs and manage portfolio construction and asset allocation across discretionary and non-discretionary platforms. You will partner with regional leadership and advisory teams to deliver top-tier investment solutions and guidance for JP Morgan Advisors.

The role emphasizes collaboration, market expertise, and strong communication.

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Diversity and inclusion programs