Job Description

Job Description

Intro

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

Role Summary 

The Head of Private Wealth Alternatives Client Service Team is a senior leadership role responsible for overseeing and enhancing the client service experience for registered broker dealers and intermediaries investing in alternative assets. This role requires a strategic thinker with deep expertise in private wealth management and alternative investments, as well as a strong commitment to delivering exceptional client service.

Job responsibilities

• Coordinate with Private Wealth Alternatives Client Advisor team to support client onboarding and retention efforts
• Build out processes to support new products and distribution channels across a broad spectrum of alternative asset classes, monitor and evaluate client service metrics, identifying areas for improvement and implementing solutions
• Stay informed about trends and developments in the alternative investment space, including private equity, hedge funds, real estate, and other non-traditional assets
• Participate/Lead in industry working groups to influence and drive resolution on key themes and issues 
• Assist with implementation of new firm initiatives and ad hoc reports/projects as needed
• Lead, mentor, and manage a team of client service professionals, fostering a culture of excellence and continuous improvement
• Provide subject matter expertise and resolve escalated client issues and problems through effective interaction with advisors, product partners, operations areas, and other stakeholders in a timely and professional manner
• Engage with fintech providers and 3 rd parties to drive product implementations, enhancements, etc
• Collaborate with regional leads to promote education and drive global alignment on business processes

Required qualifications, capabilities, and skills

• Minimum of 8+ years’ experience in Private Wealth Management services with a background in Alternative Registered funds (Non-Traded REITS, Tender Offer Funds, BDCs, interval funds, etc) and 3 rd party private fund feeders
• Proven track record of leadership and team management in a client service environment
• Strategic thinker with a client-centric mindset and a passion for delivering exceptional service
• Excellent organization, project management, and time management skills including executive communication skills

Preferred qualifications, capabilities, and skills

• Bachelor's degree in finance, business, or a related field; advanced degree or professional certification (e.g., CFA, CAIA) preferred
• FINRA series 7, 66 and 24 (optional) licenses preferred

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​

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