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Chase · 3 months ago

Asset Management - Real Estate Wealth Management Investment Specialist - Executive Director

277 Park Ave, New York, NY, 10172, US

Full-time

Onsite

Senior Level, Lead/Staff

$200K/yr - $350K/yr

8+ years exp

Chase is a leader in Asset Management, particularly in Real Estate, managing over $67 billion in assets. As the Executive Director, Investment Specialist, you will focus on raising assets and increasing market share for real estate products through the Private Wealth channel, collaborating with internal sales and developing strategies to drive growth.

BankingFinancial Services

Responsibilities

Collaborate with internal sales channels to proactively position our real estate solutions through RIA’s and our broker-dealer partners

Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning

Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports

Maintain a comprehensive understanding of the real estate industry, markets, and trends to effectively translate insights into client responses and materials

Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies

Assist in strategic projects that support the platform's growth, fostering collaboration and innovation

Ensure all investor communications and materials comply with regulatory requirements and industry standards

Qualification

Real estate investmentInvestment product positioningSeries 7 certificationSeries 3 certificationFinancial intermediariesClient managementStorytelling in presentationsPresentation skillsCommunication skillsOrganizational skills

Required

8+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment

Extensive background and definable success in working with financial intermediaries in the wealth channels

Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan

Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews

Experience in working through internal partners to deliver results

Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants

Proven organizational skills and success in territory and client management

Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning

Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals

Excellent communication skills for effective collaboration with stakeholders and delivering clear client support

Strong understanding and interest in real estate investment management

Series 7 and Series 3 certifications required (or willingness to obtain)