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National Relationship Leader & Investment Specialist

Job in New York, New York County, New York, 10261, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
Position: National 529 Relationship Leader & Investment Specialist
Location: New York

A leading financial services firm is seeking a 529 Relationship Manager and Investment Specialist to develop a national sales strategy and oversee client relationships. The ideal candidate will have over 10 years of experience in asset management sales, strong negotiating skills, and expertise in the 529 education savings sector. This role includes collaborating with various teams to enhance investment solutions and requires a Bachelor's degree in Finance.

Competitive total rewards package available, along with a commitment to diversity and inclusion.
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