About the position
JPMorgan Asset Management is a global leader in investment management, dedicated to delivering exceptional client service and innovative investment solutions. Our team of professionals is committed to helping clients achieve their financial goals through a comprehensive range of investment strategies and services. As a Model Portfolio Specialist within the dynamic team at JPMorgan Asset Management, you will be a highly motivated and client-focused team member. Your critical role will involve supporting our client advisors and promoting sales of our model portfolio offerings. You will collaborate closely with client advisors to ensure effective communication and implementation of model portfolios, with limited travel required in the Midwestern and Western US.
Responsibilities
- Manage a territory of advisors across multiple channels, including Independent Broker Dealer, Wealth Management, and Registered Investment Advisor.
- Develop and maintain strong relationships with a targeted and dynamic group of Financial Advisors who are known to engage in model portfolio business but are not currently covered.
- Primarily engage with FAs over the phone, utilizing screen share technology to leverage JPMorgan resources, tools, and model portfolios effectively.
- Become an expert in our Multi-Asset Solutions (MAS) views, portfolio moves/rationale, performance, positioning points, and the competitive landscape.
- Prepare and deliver compelling presentations to clients and prospects, showcasing the benefits and performance of our model portfolios.
- Stay informed about market trends, economic developments, and investment strategies to provide valuable insights and recommendations to client advisors and clients.
- Manage and conduct 20 agenda-driven meetings per week, ensuring productive and meaningful interactions with FAs.
- Collaborate with advisors to deliver market and portfolio insights and drive adoption and investment in our model portfolios.
- Ensure all client communications and portfolio recommendations adhere to regulatory requirements and internal risk management policies.
- Work closely with various teams, including marketing, sales, and operations, to support the promotion and distribution of model portfolios.
Requirements
- Bachelor's degree in Finance, Economics, Business, or a related field;
- Series 7 and 63
- Minimum 3 years of experience in investment management, portfolio management, or a related field, with a focus on client-facing roles.
- Strong understanding of investment principles, asset allocation, and portfolio construction.
- Excellent analytical, quantitative, and problem-solving skills.
- Strong communication and presentation skills, with the ability to convey complex investment concepts to a diverse audience.
- Detail-oriented with a high level of accuracy and the ability to manage multiple tasks and deadlines.
- Team player with a collaborative mindset and the ability to work effectively in a fast-paced environment.
- Willingness to travel occasionally within the Western US.
Nice-to-haves
- Advanced degree or CFA designation preferred.
