JPMorganChase · 1 day ago
Wealth Management, U.S. Head of Institutional Investment Solutions
New York, NY
Full-time
Onsite
Director/Executive
$300K/yr - $500K/yr
15+ years expJPMorganChase is a leading financial institution providing innovative financial solutions. They are seeking a Head of Institutional Investment Solutions to drive business growth, manage a high-performing team, and deliver customized investment strategies for Family Offices and institutional clients.
Asset ManagementBankingFinancial Services
Responsibilities
Provide strategic leadership for the US IIS team, setting vision and direction, building and mentoring a high-performing group of investment professionals, and fostering a culture of excellence, collaboration, and innovation
Drive the team’s business growth by setting and executing the sales strategy, overseeing pipeline management, and ensuring disciplined execution of business development initiatives. Lead efforts to expand the team’s regional presence through targeted campaigns, advisor engagement, and strategic partnerships
Maintain a deep understanding of US Family Office client needs and identify gaps in the current platform. Leverage these insights to drive the development of new solutions and enhance cross-line-of-business collaboration, ensuring the platform evolves to meet emerging client demands and delivers differentiated value
The candidate will be responsible for understanding each Family Office client’s investment plan, goals, and objectives, and for developing and implementing a customized tax-aware investment strategy that aligns with their long-term vision. This includes identifying opportunities to provide advice and introduce J.P. Morgan’s full suite of investment solutions
Advise clients on establishing comprehensive asset allocation policies and constructing robust, diversified portfolios. Provide guidance on best practices for investment policy and governance, ensuring clients have the frameworks needed for effective long-term wealth management
Execute investment solutions in client accounts in accordance with their strategic plans. This includes managing a range of investment vehicles such as Investment Management accounts, Separately Managed Accounts, Hedge Funds, Private Equity, Private Credit, and Real Estate. Conduct regular investment reviews to validate clients’ objectives and prepare tailored recommendations
Act as a thought leader by sharing J.P. Morgan’s latest investment insights with clients and advisors. This includes organizing and participating in roundtables, speaking at client events, and contributing to educational forums to ensure clients are informed and engaged with current market perspectives and opportunities
Qualification
Required
The ideal candidate will have at least 15 years of investment experience, with a proven track record of leadership in institutional or ultra-high-net-worth client segments
Experience managing and mentoring investment professionals is essential, as is the ability to set strategic direction and drive business growth
Deep expertise in multi-asset portfolio management is required, with particular strength in alternative investments and tax-aware investing strategies
The candidate should demonstrate the ability to blend the strategic advisory perspective of an Investment Consultant with the hands-on investment management skills of an asset manager
Exceptional communication and relationship management skills are critical, as the role involves both leading a team and serving as a senior advisor to sophisticated clients
The ideal candidate will be comfortable representing the firm at industry events, leading client discussions, and driving innovation by identifying client needs and platform opportunities
A collaborative, entrepreneurial mindset, intellectual curiosity, and a commitment to excellence are essential
The successful candidate will be passionate about delivering best-in-class outcomes for clients, building and inspiring a high-performing team, and advancing the firm's leadership in institutional investment solutions
Preferred
15 years of investment experience within a Family Office Chief Investment Office or in direct advisory roles serving Family Offices
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)
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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
2026-01-22
Private Banker International
2026-01-19
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