Asset Management - Financial Intermediary Services - Private Wealth Alternatives Account Manager - Associate
JPMorganChase2 days ago
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OnsiteFull-timeSenior
Summary
JPMorganChase is seeking an Associate for the Asset Management - Financial Intermediary Services - Private Wealth Alternatives Account Manager position in Columbus, OH. The role involves managing client relationships and driving operational excellence for alternative investment products across North America.
About the Role
As a Private Alternatives Account Manager, you will focus on client relations for registered and private products across alternative asset classes. Your responsibilities include fielding inquiries from financial intermediaries, supporting operational onboarding of JPM products, building and maintaining relationships with intermediaries, and ensuring compliance with regulatory requirements.
About You
Required:
- Bachelor's degree required.
- Minimum of 5 years’ experience in Asset Management in a client-facing role with a background in Investor Relations/Client Services.
- Knowledge of financial markets and alternative investment vehicles.
- Ability to develop strong client and internal relationships.
- Experience with onboarding and management of digital distribution platforms.
- Excellent organization, communication, project management, and time management skills.
- Strong analytical, problem-solving, and critical thinking skills.
Preferred:
- FINRA Series 7 (preferred but not required).
- Advanced degrees or other financial qualifications (e.g., CFA) are a plus.
Benefits
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services. Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms © 2024 JPMorgan Chase & Co. All rights reserved. JPMorganChase is an Equal Opportunity Employer, including Disability/Veterans.
Columbus, OH