Fiduciary Investment Solutions – Portfolio Manager, Executive Director

JPMorgan Chase & Co. • New York, NY

54d • $220,000 - $350,000

About The Position

Institutional Investment Solutions (“IIS”) is a highly specialized global team of seasoned investment professionals within J.P. Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices, Endowments, Fiduciary and Defined Contribution Plans. The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates. IIS designs, implements, and manages these solutions by leveraging the full breadth of J.P. Morgan Asset & Wealth Management’s investment capabilities—drawing on both in-house expertise and leading external managers. Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis. Specifically, a Fiduciary Investment Solutions (FIS) PM has experience advising co-trustees and trust client’s on these matters in addition to tax budgeting, spending guidelines, and institutionalizing wealth for future generations.

Requirements

• At least 10 years of investment experience gained within Private Banking or broader financial services industry; experience working with trust clients is a plus.
• Strong communication skills in addition to sales / pitch experience.
• Experience in managing multi-asset portfolios is essential, along with deep knowledge of tax-aware investing strategies and alternatives.
• Excel at delivering holistic investment advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners.
• A collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes are critical for success in this role.
• Comfortable with west coast travel ~ 4x/year

Nice To Haves

• experience working with trust clients is a plus.

Responsibilities

• Drive new business and regional growth by engaging advisors, leading fiduciary initiatives, collaborating on new opportunities, and participating in new business opportunities.
• Partner closely with co-trustees to understand trust considerations and preferences related to implementing an investment plan, and will develop and execute customized, tax-aware investment strategies aligned with their long-term vision. This includes identifying opportunities to provide advice and introduce J.P. Morgan’s full suite of investment solutions.
• Advise fiduciary clients on establishing comprehensive asset allocation and constructing robust, diversified portfolios in accordance with trust documents and guidelines. Provide guidance on best practices for ongoing implementation, ensuring trusts have the framework needed for effective long-term wealth management.
• Execute investment solutions in fiduciary accounts in accordance with their strategic plans. This includes managing a range of investment vehicles such as Discretionary Management accounts, Separately Managed Accounts, Hedge Funds and Private Investments. Conduct regular client investment reviews to validate trust objectives and prepare tailored recommendations.
• Act as a thought leader by sharing J.P. Morgan’s latest investment insights with clients and advisors. This includes organizing and participating in advisor education, engaging with prospective clients and professional networks to ensure clients and prospects are informed and engaged with current market perspectives and opportunities.

Benefits

• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed