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JPMorgan Senior Internal Audit Associate - Markets Commodities CEM Digital 
United States, New Jersey, Jersey City 
807830251

Yesterday

As a Vice President Multi-Asset Specialist within J.P. Morgan Wealth Management’s Investments & Advice team, you will work collaboratively with regional leadership, advisory programs, and managed solutions with the goal of servicing JP Morgan Advisors and their investment teams. You need to have a broad understanding of portfolio construction, portfolio risk, and asset allocation solutions. You will develop thorough knowledge of our investment platform, for discretionary and non-discretionary advisory, as well as all available investment management solutions. Our team functions as key support for all investment product and service for our advisors.

Job Responsibilities

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

Required Qualifications, Capabilities and Skills

  • Minimum of 5 years’ experience in investments and financial institutions
  • SIE, Series 7, and Series 66 licenses (mandatory to obtain within 90 days)
  • 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

Preferred Qualifications, Capabilities and Skills:

  • Advisory background preferred
  • Advanced credentials: CFA, CIMA, CFP (not required)