JPMorganChase · 15 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 expJPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. The Private Alternatives Account Manager will manage client relationships and drive operational excellence for alternative investment products across North America, focusing on client relations and onboarding processes for registered and private funds.
Asset ManagementBankingFinancial 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
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
2026-01-23
2026-01-22
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