What are the responsibilities and job description for the Asset Management – Head of Private Wealth Alternatives, Client Services– Vice President position at JPMorgan Chase?
JP 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.
As a Head of Private Wealth Alternatives Vice President within the client service team you will act as a senior leader responsible for overseeing and enhancing the client service experience for registered broker dealers and intermediaries investing in alternative assets. You will have the opportunity to build out a team, manage clients, and build relationships with stakeholders. As a head of Private Wealth Alternatives you will be able to use your expertise in private wealth and alternative investments to deliver exceptional client service to our investors.
Job responsibilities
- Coordinate with Private Wealth Alternatives Client Advisor team to support client acquisition 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 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 3rd 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
- 8 or more years of experience in Wealth Management distribution/operations with a background in Alternative Registered funds (Non-Traded REITS, Tender Offer Funds, BDCs, interval funds, etc) and 3rd 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
- Bachelor's degree in finance, business, or a related field
Preferred qualifications, capabilities, and skills
- Advanced degree or professional certification (e.g., CFA, CAIA) preferred
- FINRA series 7, 66 and 24 (optional) licenses preferred
