JPMorganChase · 12 hours ago
Asset Management - Real Estate Wealth Management Investment Specialist - Executive Director
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$200K/yr - $350K/yr
8+ years expJPMorganChase is a leading financial institution with a history of over 200 years, specializing in investment banking and asset management. As the Executive Director, Investment Specialist on the Real Estate Americas client strategy team, you will be responsible for raising assets and increasing market share for real estate products, collaborating with internal sales channels and developing comprehensive sales strategies.
Asset ManagementBankingFinancial 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
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)
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
2025-12-19
2025-12-12
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