2021 asset wealth management jobs found

Job Description J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. J.P. Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking. As a Private Bank Supervisory Manager in Asset & Wealth Management, you will coordinate and work...

Job Description J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. J.P. Morgan Private Bank has been helping the world's wealthiest individuals, families, foundations, and endowments grow, manage, and sustain their wealth through personalized, comprehensive financial solutions for more than 160 years. J.P. Morgan is a global leader in asset and wealth management with assets under supervision of $2.1 trillion and assets under management of $1.4 trillion. With Private Bank advisors in 110 offices in 25 states and 20 countries, the Private Bank provides clients with a global perspective delivered through a local, dedicated team of specialists focused on fundamental wealth management disciplines, including investment management, wealth planning, philanthropy, credit and banking. As a Private Bank Supervisory Manager in Asset & Wealth Management, you will coordinate and work...

Job Description Are you someone who has a proclivity for story-telling with data and is strategic, analytical and energetic? Do you enjoy building relationships, working with data, solving problems, ensuring controls and driving results in a fast-paced environment where collaboration & strategic thinking are the norm? As an AML / KYC Officer III, Vice President in the AML/KYC Controls team, you will provide oversight and guidance so that the business delivers Anti-Money Laundering (AML) and Know-Your-Customer (KYC) strategies to assure our product and our customer base are fully compliant with Bank Secrecy Act (BSA), PATRIOT Act and FINRA requirements. You will be responsible for Anti Money Laundering (AML) strategic initiatives/projects to meet regulatory obligations which includes conducting research, analysis and providing qualitative/quantitative insights to lead and direct the projects and initiatives to meet our Global AML/KYC Standards. In this role, you will align...

Job Description Join our Treasury organization as a Portfolio Hedging and Analytics Vice President, where you will play a crucial role in managing the balance sheet across Asset & Wealth Management. This position offers the chance to impact the bottom line and engage with senior management. You will focus on hedging and analyzing multi-asset exposures and assist the Asset & Liability Management team with portfolio analytics and funding decisions. As a Vice President in Asset & Wealth Management, you will be responsible for the hedging framework to mitigate market risk for equity and fixed income portfolios. You will collaborate with Corporate Treasury and the Chief Investment Office to drive strategic investment and funding decisions, providing regular updates to senior management. Job Responsibilities: Own the hedging framework for equity and fixed income portfolios. Design and refine hedging strategies through analysis and stakeholder discussions....

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 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 a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you...

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 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 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 a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you...

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 an Alternatives Account Manager in Asset Management you will have the opportunity to build relationships with stakeholders and collaborating with team members on strategic development. In this role you will be supporting operational onboarding, assisting in projects, and adhering to risk and control policies, regulatory guidelines, and security measures. Job responsibilities Manage and maintain relationships with Bankers by earning trust, thoroughly understanding client needs...

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 a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you...

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 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 Latin America 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 a Private Banker in the Latin America Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual...

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 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 a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you...

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 a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you...

Job Description JP Morgan Asset Management (JPMAM) is a global asset manager with $3.5 trillion in assets under management. Our Retirement Americas, Client business provides high quality investment management, and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. As an External Client Advisor Retirement within JPMAM, you will be tasked with promoting our full service small and mid-market workplace retirement plan and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. We also equip our advisors with the necessary tools and insights to assist their clients in constructing robust workplace retirement plans, ultimately leading to improved results for their plan participants. Job Responsibilities Raise and retain assets for JPMAM by driving sales growth for our Defined Contribution retirement solutions in in the South West territory (TX,...

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 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 a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you...