Chase · 5 hours ago
Asset Management - Financial Intermediary Services - Private Wealth Alternatives Account Manager - Associate
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Mid, Senior Level
5+ years expChase is a leading financial institution offering innovative financial solutions. As a Private Alternatives Account Manager, you will manage client relationships and drive operational excellence for alternative investment products across North America, focusing on client relations and onboarding processes.
BankingFinancial Services
Responsibilities
Field inquiries from Financial Intermediaries, Financial Advisors, HNW Investors & internal stakeholders regarding JPM’s Alternative investment offerings, mutual funds, commingled funds, 529 plan portfolios, and other investment vehicles
Support operational onboarding and implementation of JPM products on platforms (private banks, wire houses, broker dealers, custodians, RIAs, and third party providers)
Be responsible for building and maintaining relationships with intermediaries and act as the voice of the Intermediary within the Firm
Develop strong understanding of distribution partners’ operational platforms and processes
Coordinate with internal JPM teams and third parties for client inquiries, problem resolution and reconciliation
Participate in client meetings and events as appropriate (including due diligence meetings)
Ensure compliance with regulatory requirements and assist with periodic filings; support ad hoc projects and research for PWA initiatives
Qualification
Required
Bachelor's degree required
Minimum of 5 years' experience in Asset Management in a client facing role with a background in Investor Relations/Client Services and a focus on Wealth Management distribution of Alternative products
Knowledge of financial markets, alternatives investment vehicles (Non-Traded REITS, Tender Offer Funds, BDCs, interval funds, private funds, etc.), and mutual funds
Ability to develop strong client and internal relationships and an in-depth understanding of intermediary servicing needs
Experience with onboarding & management of digital distribution/technology platforms and custodian relationships
Excellent organization, communication, project management, and time management skills; solutions-driven and adaptable in fast-paced environments
Strong analytical, problem-solving, and critical thinking skills, with the ability to manage change and think beyond the job description to achieve client and firm goals
Preferred
FINRA Series 7 (preferred but not required)
Advanced degrees, other financial qualifications and licenses a plus (e.g., CFA)
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
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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