What are the responsibilities and job description for the Asset Management – Head of Private Wealth Alternatives, Client Services– Vice President position at JPMorganChase?
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
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.
