602 asset wealth management jobs found in New York, NY

At Piper Sandler, we connect capital with opportunity to build a better future. We believe that diverse teams with unique backgrounds, skills and experiences yield more innovative solutions. This is reflected in our commitment to engage, hire, and retain bright, committed people to work in partnership within an inclusive environment that allows each person to achieve personal success and add value to our teams and communities. We are currently looking for a Vice President to join our Asset & Wealth Management team within our Financial Services Group in New York, NY. The Asset & Wealth Management Investment Banking Group provides M&A advisory and capital markets services to alternative and traditional asset managers, wealth managers, and investors in these sectors, on a global basis. We are industry experts and trusted advisors to our clients, helping them asses their strategic alternatives and delivering unconflicted advice and providing bespoke transaction...

Job Description As a Compensation Advisor within Asset & Wealth Management (AWM), you will work closely with the line of business Compensation Executive, supporting compensation pool planning decisions, planning and analysis for senior management and budgeting and forecasts with finance partners. You will need to have a strong analytical and technical background, attention to detail and the ability to explain the story behind the data to senior stakeholders. Job Responsibilities Support the Compensation Executive on a variety of topics and provide reporting and analysis to help senior management make strategic business decisions and to influence how the tools supporting the compensation process are designed and evolve Work directly with LoB Finance Planning and Analysis Leaders on Economic Incentive Compensation Forecast and headcount related/Compensation Expense related reporting and forecasting Collaborate with compensation managers and HR partners across...

Job Description We are on the lookout for a talented Audit Manager to join our Asset and Wealth Management Internal Audit team. This is your opportunity to play a crucial role in enhancing our organization's governance and operational excellence! As an Audit Manager on the Asset and Wealth Management Internal Audit Team, you will develop and execute the annual audit plan, manage audit engagements, oversee and perform audit testing, and participate in applicable control and governance forums. Job responsibilities Lead and participate on audit engagements, from planning to reporting, and produce quality deliverables to both department and professional standards, while ensuring audits are completed timely and within budget Work closely with global Audit colleagues in the early identification of emerging control issues, and report them in a timely manner to Audit management and business stakeholders Partner with stakeholders, business management, other control groups...

Job Description 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...

Job Description This is an opportunity to develop and execute annual audit plans, manage audit engagements, oversee and perform audit testing, and participate in applicable control and governance forums. As a Technology Audit Manager within Asset and Wealth Management, you will participate in audit engagements, evaluate and report on management's controls, communicate findings, maintain collaborative relationships, and drive process efficiencies, all while upholding a culture of integrity, respect, and innovation. Job responsibilities Participate in audit engagements from planning to reporting Partner with colleagues and stakeholders to evaluate, test and report on the design and operating effectiveness of management's controls Communicate audit findings to management and identify opportunities for improvement Create and maintain collaborative working relationships with stakeholders, while providing independent challenge Contribute to a collaborative working environment...

Job Description The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. Our shared research language, combining fundamental, quantitative valuation and technical inputs, facilitates the comparison of ideas across sectors and geographies. Global Fixed Income, Currency and Commodities manages a broad range of strategies, through funds and/or separate accounts, including broad market, long duration, stable value, intermediate high yield, emerging market debt, short and ultra-short duration, global bonds, structured products, mortgages and tax-aware strategies. As an Municipal Investment Specialist in the Fixed Income, Currencies and Commodities...

Job Description At J.P. Morgan Asset Management, we leverage the power of perspective to guide our clients on the path to achieving their objectives. The Vice President is a member of the North America Institutional & Retirement Marketing team, which focuses on understanding client needs and building impactful marketing strategies strongly aligned with our sales teams. This pivotal role offers the opportunity to lead impactful marketing strategies and engage with key institutional and retirement audiences. As a Vice President of North America Institutional Marketing within the Asset & Wealth Management team, you will lead high-level marketing initiatives across various sectors including defined benefit, endowment, foundation, healthcare, and retirement/401(k) plans. Your role will involve ensuring our marketing strategies effectively appeal to institutional and retirement audiences, and successfully position our comprehensive solutions. You will also work closely with...

Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions. Job Responsibilities Conduct investment reviews with clients to validate the clients' current investment objectives and prepare recommendations of appropriate investment products Develop investment policy statements and advise on asset allocation Closes...

Job Description At J.P. Morgan Asset Management, we provide equity solutions to many of the world's largest pension plans, sovereign wealth funds and central banks. The cornerstone of our approach to equity investing is our dedication to in-house research. Our on-the-ground presence in key markets, combined with structured collaboration across regions and sectors, allows us to identify, share and compare ideas around the globe. Our equity investment processes are founded on tried and tested investment philosophies, consistently applied, within a robust risk management framework. We provide equity strategies across regions, sectors, styles and the market cap spectrum. Job Summary: As a Growth Equity Industrial Research Analyst within the US Equity Growth team at J.P. Morgan Asset Management, you will focus on areas within the Industrials sector with the objective of producing actionable investment recommendations. You will have a particular but not exclusive focus on Small and...

Job Description JPMorgan is looking for a Private Wealth Alternatives Marketing Vice President to lead the charge in promoting our cutting-edge alternative investment products to financial advisors. As a Private Wealth Alternatives Marketing Vice President on the Asset & Wealth Management Marketing team, you will lead innovative marketing strategies to promote our alternative investment products to U.S. financial advisors. You will collaborate with a forward-thinking team to craft impactful campaigns that enhance our brand presence and drive engagement. In this role you will position J.P. Morgan as an industry leader, fostering growth and delivering exceptional client service. Job responsibilities: Spearhead the creation and launch of dynamic, targeted marketing campaigns specifically designed for financial advisors. Develop a cutting-edge marketing plan that highlights J.P. Morgan's unique alternative investment solutions, demonstrating how they can significantly...

Job Description US Funds Platform Management is responsible for business management and oversight for J.P. Morgan pooled vehicles including U.S. mutual funds and ETFs, collective investment funds, investment partnerships and Canadian unit trusts and ETFs (collectively referred to as "Funds"). US Funds Platform Management is comprised of the following functional areas: Funds Treasury, Governance and Board Management, Taxation, Product Implementation/Project Management, Compliance, and Vendor Management. As a US Funds Platform Tax Manager on the US Funds Platform Management Tax team you will have responsibility for all tax aspects for certain U.S. and Canada mutual funds, ETFs and unit trusts. In addition, you will be responsible for the development, implementation and documentation of taxation of new financial instruments and products and completion of strategic initiatives. As a member of the team you will be expected to provide subject matter expertise and identify tax issues...

Job Description We manage the negotiation of various trading agreements with the brokers to facilitate derivative trading. We coordinate with internal stakeholders such as the front office, risk groups, legal and operations when negotiating the agreements, to ensure that we can agree to the clauses in the agreements. We also play a role in helping internal stakeholder's understand the contractual terms of the trading agreements and their impact on business, as well as their interaction with other documents and agreements. We act as central repository for the trading agreements and advise when they are in place before trading is enabled. Job summary: As an Investor Support Negotiator Master of Trading Agreements within the Asset Management Investment Platform Global Trading Agreements Group you will be responsible for negotiating all kinds of Master Trading Agreements, such as, ISDAs, CSAs, MSFTAs, MCAs, Prime Brokerage Agreements, GMRAs, MRAs, Tri-party Agreements and...

Job Description The Global Fixed Income, Currency and Commodities team (GFICC) at J.P. Morgan Asset Management is one of the world's deepest and best-resourced fixed income managers, with expertise across all major fixed income sectors, including niche markets. Every investment decision in our fixed income solutions is underpinned by the proprietary research of a globally integrated team of sector specialists. GFICC manages a broad range of strategies, through funds and/or separate accounts, including Core / Core Plus, Unconstrained, Short Duration, Long Duration, Stable Value, High Yield, Investment Grade Credit, Emerging Market Debt, Securitized and Tax-Aware strategies. As an Investment Specialist in the Global Fixed Income, Currencies and Commodities (GFICC) team focused on the Core Plus strategy and based in New York, you will actively engage in developing and maintaining relationships between the investment desks, external clients and distribution teams. You will...

This candidate will play a key role in supporting the Global Head of Wealth in defining and executing the strategic vision for the firm's wealth management business. This role requires a strong mix of strategic thinking, project management and analytical skills to help drive growth, optimize operations, and enhance the firm's wealth platform globally. The ideal candidate will have experience in wealth management, private markets and/or asset management. Key Responsibilities and Duties Strategic Planning & Execution: Assist in developing and implementing strategic initiatives for the firm's wealth management division. Market Research & Competitive Analysis: Analyze industry trends, market opportunities, and competitor positioning to inform strategy. Operational Efficiency & Process Improvement: Identify and implement best practices to enhance efficiency and scalability. Project Management: Oversee key initiatives from inception to execution, coordinating with...

Job Description JPMorganChase is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. We are a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. Our Workplace Solutions business enhances corporate client's equity compensation offering with solutions designed to empower their employees and bring reward strategies to life. Job Summary: We are seeking a dynamic and experienced Vice President, Global Events to lead our global events strategy within the J.P. Morgan Workplace Solutions business. The successful candidate will be responsible for developing and executing a comprehensive events program that aligns with our business objectives, enhances our brand presence, and fosters engagement with key stakeholders. This role requires a strategic thinker with a proven track record in event management, leadership, and cross-functional...

Job Description The US ETF Platform Management Team sits within the Client Service and Business Platform organization and is entirely dedicated to the Exchange Traded Funds business within Asset Management. The team oversees and develops the exchange traded fund operating model and oversees the ETF creation / redemption process, supports new fund launches and supports ETF Board administration. Members of the team work very closely with ETF Capital Markets, Portfolio Managers, Portfolio Administration, Legal, Compliance, ETF Product Development, Fund Implementation, Tax, Operations and Technology groups. As an ETF Platform Management Vice President within the Asset Management organization you will be responsible for overseeing and developing the exchange traded fund operating model. In this role you will sponsor and manage strategic initiatives while proactively responding to industry and regulatory changes. As a member of the team, you will manage the exchange traded fund...

Job Description The ETF business is a global JPMAM business that was formed in 2015. The U.S. Institutional ETF business sits within the North America Institutional Sales team and is responsible for leading ETF sales activities to Institutional investors in the US and Canada including DB plans, Endowments, Foundations, Healthcare Companies, Insurance Companies, Asset Managers, and Hedge Funds. As an Institutional ETF Client Advisor within the Institutional ETFs team, you will be reporting directly to the Head Of Institutional ETFs. Your role will involve providing consultative support to institutional investors, helping them understand and address their complex challenges and needs. This includes educating JP Morgan Client Advisors and end clients about the developments in the ETF industry, landscape, and use cases across various asset classes, including capital markets and trading considerations. Collaborating with both internal and external partners, you will engage new and...

Job Description If you are customer focused, enjoy building relationships and providing financial advice to your clients, then a role as a Business Relationship Manager is for you. As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You'll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships. Job Responsibilities Acquire, retain and deepen a portfolio of approximately 40 business clients and 60 prospects in a growth/expansion stage with annual revenue greater...

Job Description J.P. Morgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. JPMorgan Asset & Wealth Management delivers industry-leading investment management 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 part of Wealth Management (WM) Solutions, the Solutions Product Development group works in conjunction with numerous wealth management investment solutions teams...

Job Description JPMorgan Asset & Wealth Management delivers industry-leading investment management 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. Within Wealth Management (WM) Solutions, the Solutions Product Development group collaborates with various WM and AM investment solutions teams to develop and deliver products for use in the Private Bank (PB), Chase Wealth Management (CWM), JPMorgan Advisors (JPMA), and National Branch lines of business. Job Description: This is a Vice President role focused on product development and management. The Product Development team is responsible for launching and managing fee based, advisory products for...