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Tax-Smart Investment VP: Client Strategy & Outreach
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-08-27
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-27
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
JPMorgan Chase & Co. / J.P. Morgan Asset & Wealth Management seeks an Investment Specialist – VP to lead tax-smart investing efforts and client engagement in New York.
The role partners with portfolio managers, researchers, and technologists to deliver superior service for internal and external clients. Responsibilities include educating clients, presenting at conferences, building client-focused materials, handling ad-hoc queries, and contributing to competitive analyses.
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