JPMorgan Wealth Management - Investments and Advice - Multi-Asset Specialist - Vice President

JPMorgan Wealth Management
- Investments and Advice
- Multi-Asset Specialist
- Vice President

New York, NY, United States and 1 more

• Job Identification
• Job Category Product Specialist
• Business Unit Asset & Wealth Management
• Posting Date 07/13/2026, 07:21 PM
• Locations 277 Park Ave, New York, NY, 10172, US 1 Front St, San Francisco, CA, 94111, US
• Job Schedule Full time

Multi-Asset Specialists work collaboratively with regional leadership and investment product teams to provide key support for our Ultra High Net Worth advisors. The team engages with Advisors and their teams to provide product education and guidance, connecting the value proposition of our platforms with the short- and long-term goal of our clients.

• Client Service & Growth: Focus on delivering exceptional advisor service and driving commercial growth within the JPMA Advisory business.
• Guidance: Advise, identify, and select appropriate investment solutions based on needs shared by advisors and their clients and assist advisors with client proposals
• Presentation: Present on national and regional call series, manage communication with assigned regional coverage areas
• Partner with sales management: Work with regional leadership to provide content, increase investment flows, identifying trends and providing thought leadership throughout various market conditions
• Travel: Occasional travel to your assigned regions will be required (likely semi-annual, depending on demand)

• This individual needs to have a broad understanding of broad portfolio construction, portfolio risk, and asset allocation solutions. It will be necessary to develop thorough knowledge of our investment platform, for discretionary and non-discretionary advisory, as well as all available investment management solutions
• Bachelor's Degree
• 5 – 10 Years of relevant experience
• Advisory background preferred
• Knowledge of Asset Allocation and Portfolio Construction
• Passion for the markets and the ever- evolving investments landscape
• Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities
• Strong verbal and written communication skills
• Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment
• SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)

• CFA
• CIMA
• CFP

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law.

We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.