Chase · 1 month ago
Asset Management - Real Estate Private Wealth Investment Specialist - Vice President
390 Madison Ave, New York, NY, 10017, US
Full-time
Onsite
Mid, Senior Level
$170K/yr - $246K/yr
5+ years expChase is a leading financial services firm, and they are seeking an Investment Specialist for their Real Estate Americas client strategy team. This role focuses on raising assets and gaining market share for real estate products through the Private Wealth channel, collaborating with internal sales channels and developing sales 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
Required
5+ 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
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
Experience in fostering team collaboration and ensuring alignment with strategic goals
Strong understanding and interest in real estate investment management
Preferred
Series 7 and Series 3 certifications required (or willingness to obtain)
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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