6 wealth strategies advisor jobs found

The Global Private Bank Early Careers Development Lead is an Executive Director–level role that is critical to the development of the Global Private Bank’s future Advisors. The position provides the opportunity to contribute to program strategy; manage execution through a team of program managers; partner with operating‑committee members of the Global Private Bank (GPB) businesses to understand their needs; and collaborate closely with HR partners (Talent, HR Business Advisors, Recruiting, Compensation) and other stakeholders (Client Skills Training, New Hire Experience, Marketing, Finance, and Business Management). The ability to work with multiple stakeholders, oversee the end‑to‑end journey from internship through VP promotion, and guide the development of future Advisors is essential to this role. Job Responsibilities: Partner with the Head of AWM Talent to provide critical input into the strategy for the Analyst & Associate (A&A) Programs in the GPB  Oversee...

Join the JPMorganChase Wealth Management team, dedicated to helping investors achieve their long-term financial goals. Our business includes Chase Wealth Management, J.P. Morgan Advisors, Personal Advisors, and our Self-Directed digital investing platform, managing approximately $600 billion in assets with around 5,000 advisors across 3,500 branches and 20 offices. As an Executive Director, Liquidity Specialist within J.P. Morgan Wealth Management, you will build relationships with field leadership and Advisors. The successful candidate will possess expert fixed income knowledge and serve as a subject matter expert (SME) for field leaders, Advisors, and clients. This role is responsible for driving the growth of the short-term investment product platform by building trusted relationships with Advisors, delivering product and platform education, and demonstrating deep expertise in markets, rates, and liquidity management. The successful candidate will act as a valued extension of...

 J.P. Morgan Wealth Management helps investors achieve their long‑term financial goals through four channels: Chase Wealth Management (CWM), J.P. Morgan Advisors (JPMA), J.P. Morgan Personal Advisors, and J.P. Morgan Self‑Directed Investing. Together, these channels serve clients nationwide with approximately $1.1 trillion in assets under management (AUM) and about 6,000 advisors across roughly 5,000 branches and offices. As an Associate in US Wealth Management (USWM) focused on Affluent Strategy, you will manage initiatives that acquire, grow, and deepen relationships with affluent clients. While you will primarily support Chase Wealth Management, a rapidly growing, client‑facing field sales organization - you will also develop a deep understanding of all Wealth Management distribution channels and how they partner with Chase’s Consumer Bank to deliver a consistent, high‑quality client experience. This role will partner closely with the J.P. Morgan Private Client organization...

Role Summary The Infrastructure Investments Group (“IIG” or the “Group”) is a dedicated team and business unit within JPMAM Global Alternatives focused on advising a perpetual-life strategy that offers investors a moderate-risk, long-term approach to private infrastructure equity investing that is diversified both in terms of geography and subsector. The strategy advised by IIG is one of the largest of its kind with c.US$47 billion in committed capital under management, representing approximately 11 times growth in assets under management over the past 10 years. The current portfolio includes 18 companies that in turn own c.1,035 underlying assets globally.   The IIG team is comprised of 39 dedicated Investment Principals and 32 specialist team members including fundraising, investor relations, execution, tax, research and finance, based in London and New York. The strategy focuses on active management through control positions (majority equity ownership) in private...

J.P. Morgan Asset & Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset, and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits. With over $200 billion of client capital invested across hedge funds, private equity, private credit, real estate and direct investments/co-investments, the Global Alternatives Investment Solutions capability brings “best of class” sourcing and offerings of non-traditional investment strategies to institutional, private banking and wealth management clients.  A disciplined selection...

J.P. Morgan Workplace Solutions is redefining the equity compensation industry.  We are committed to delivering premier stock plan administration software and services, empowering our clients to attract and retain top talent. Our team is passionate about creating best-in-class experiences for both corporate clients and their employees.   Liquidity events represent a pivotal moment in an employee’s financial journey. The Head of Reinvestment ensures these moments translate into long-term client relationships, sustained AUM growth, and differentiated employer value propositions.  This role directly impacts enterprise growth, participant financial outcomes, and competitive positioning. Position Overview The Head of Reinvestment is a senior leader responsible for designing, executing and scaling wealth reinvestment strategies within our broader J.P. Morgan Workplace Solutions team.  The role leads the strategy that converts stock plan key moments (e.g. RSU vestings) into...