Asset Management - Financial Intermediary Services - Private Wealth Alternatives Account Manage

Job responsibilities

• Field inquiries from Financial Intermediaries, Financial Advisors, HNW Investors & internal stakeholders regarding JPM’s Alternative investment offerings, mutual funds, commingled funds, 529 plan portfolios, and other investment vehicles
• Support operational onboarding and implementation of JPM products on platforms (private banks, wire houses, broker dealers, custodians, RIAs, and third party providers)
• Be responsible for building and maintaining relationships with intermediaries and act as the voice of the Intermediary within the Firm
• Develop strong understanding of distribution partners’ operational platforms and processes
• Coordinate with internal JPM teams and third parties for client inquiries, problem resolution and reconciliation
• Participate in client meetings and events as appropriate (including due diligence meetings).
• Ensure compliance with regulatory requirements and assist with periodic filings; support ad hoc projects and research for PWA initiatives

• Bachelor’s degree required
• Minimum of 5 years’ experience in Asset Management in a client facing role with a background in Investor Relations/Client Services and a focus on Wealth Management distribution of Alternative products
• Knowledge of financial markets, alternatives investment vehicles (Non-Traded REITS, Tender Offer Funds, BDCs, interval funds, private funds, etc.), and mutual funds
• Ability to develop strong client and internal relationships and an in-depth understanding of intermediary servicing needs
• Experience with onboarding & management of digital distribution/technology platforms and custodian relationships
• Excellent organization, communication, project management, and time management skills; solutions-driven and adaptable in fast-paced environments
• Strong analytical, problem-solving, and critical thinking skills, with the ability to manage change and think beyond the job description to achieve client and firm goals

• FINRA Series 7 (preferred but not required)
• Advanced degrees, other financial qualifications and licenses a plus (e.g., CFA)