J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals, and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages, and deposits.

Job Summary 

As a Private Wealth Alternatives (PWA) Client Account Manager you will focus on client relations for registered and private products across alternative asset classes within North America. You will bring deep knowledge of registered and private funds’ administration, onboarding, and platform operational processes to support private banks, wirehouses, RIAs and independent broker/dealers. You will deliver strong relationships across third party service providers (such as Digital vendors, transfer agents and administrators) and their counterparts at our platform partners. As an account manager you will support Wealth Management Client Advisors and their clients within their respective territories, as well as liaise frequently with the finance, investment, product, and legal/compliance teams of each of the relevant businesses at JP Morgan Asset Management.

Job responsibilities

• Field inquiries from Financial Advisors, HNW Investors & internal stakeholders regarding JPM’s Alternative investment offerings
• Support operational onboarding and implementation of JPM products on platforms (private banks, wirehouses, RIAs, custodians, third party providers)
• 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)
• Work with legal and compliance to ensure adherence to key regulatory requirements and periodic filings such as prospectus supplements
• Assist in ad hoc projects / research to support PWA business initiatives

Required Qualifications, Capabilities, and Skills 

• 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.)
• 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
• Ability to effectively execute under pressure within a fast-paced environment and multi-task and manage complex assignments
• Bachelor’s degree required – preference given to business-focused disciplines

Preferred Qualifications, Capabilities, and Skills 

• Fluency in Spanish, Portuguese, or French preferred
• Advanced degrees, other financial qualifications and licenses a plus (e.g., CFA)
• FINRA Series 7 (preferred but not required)