Asset Management - Real Estate Private Wealth Investment Specialist - Vice President

Asset Management - Real Estate Private Wealth Investment Specialist - Vice President at JPMorgan Chase

Base pay: $/yr - $/yr

Real Estate Americas is part of J.P. Morgan Private Markets in Asset Management. With over $67 billion in assets under management, the Real Estate Americas team is one of the largest managers of open‑end real estate funds. The team has been managing real‑estate investments on behalf of our clients for 60+ years and is a market leader with 230 professionals across six U.S. markets, covering over 500 clients worldwide across a range of real‑estate strategies spanning the risk spectrum and capital stack.

As an Investment Specialist on the Real Estate Americas client strategy team you will focus on raising assets and gaining share for our real‑estate products through the Private Wealth channel. You will be a leading member of the real‑estate wealth team, responsible for growing Real Estate Americas assets through partnership with JP Morgan US Funds and the JP Morgan Private Bank. Private Wealth Alternatives in the U.S. is a rapidly growing $2 trillion market and represents an enormous opportunity for J.P. Morgan Asset Management.

As a leading alternatives institutional manager, we are positioned to bring private‑market solutions to our financial intermediary partners.

• Collaborate with internal sales channels to proactively position our real‑estate solutions through RIAs and broker‑dealer partners.
• Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.
• Work collaboratively with internal partners to position our real‑estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.
• Maintain a comprehensive understanding of the real‑estate industry, markets, and trends to effectively translate insights into client responses and materials.
• Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.
• Assist in strategic projects that support the platform’s growth, fostering collaboration and innovation.
• Ensure all investor communications and materials comply with regulatory requirements and industry standards.

• 5+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real‑estate investment.
• Extensive background and definable success working with financial intermediaries in the wealth channel.
• Strong relationship‑building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan.
• Excellent presentation skills enabling the delivery of concise and persuasive new‑business presentations and investment reviews.
• Ability to incorporate current economic forecast information provided by other professionals within the organization, and the ability to seek out and integrate relevant external economic and investment information into communications with clients, prospects, and consultants.
• Proven organizational skills and success in territory and client management.
• Ability to lead in a fast‑paced environment, steering strategic projects that support growth and competitive positioning.
• Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.
• Excellent communication skills for effective collaboration with stakeholders and delivering clear client support.
• Experience in fostering team collaboration and ensuring alignment with strategic goals.
• Strong understanding and interest in real‑estate investment management.

• Series 7 and Series 3 certifications required (or willingness to obtain).

JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we…