JPMorganChase · 6 days ago
J.P. Morgan Advisors - Business Specialist - Vice President
Portland, OR
Full-time
Onsite
Mid, Senior Level
7+ years expJ.P. Morgan Advisors is the ultra-high net worth division of J.P. Morgan Wealth Management, dedicated to providing personalized service to U.S. clients. As a Business Specialist, you will oversee business operations, manage team workflow, mentor team members, and identify new business opportunities while ensuring compliance and operational efficiency.
Asset ManagementBankingFinancial Services
Responsibilities
Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management
Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients
Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies
Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions
Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base
Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services
Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients
Qualification
Required
7 years' experience in Financial Services industry
Strong understanding of the needs and sensitivities of clients
Ability to work in a team-based environment
Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment
Experienced in working on a team with at least two additional Sales Associate
Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
Bachelor's degree required
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-16
2026-01-13
2026-01-08
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