![JPMorganChase](https://media.trabajo.org/img/noimg.jpg)
Asset Management
2 months ago
Job Description
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As a 529 Relationship Manager and Investment Specialist for our Education Savings business you will be a part of J.P. Morgan Asset Management's Global Strategic Relationship team focused on partnering with our sales and marketing teams to build a successful national sales strategy. You will be an education savings expert who can represent our award winning thought leadership platform presenting to advisors and end-clients across the country. You will lead the relationship with our state client owning all facets including distribution, investments, marketing and legal.
Job Responsibilities
- Develop targeted sales strategy for growth of 529 plan business; serve as education savings expect and partner with J.P. Morgan Asset Management's salesforce to help broaden reach of 529 plan solutions; collaborate and strategize with key broker-dealer firms on 529 plan goals and initiatives
- Manage day-to-day relationships with existing State partners and Plan recordkeeper; work in conjunction with investment and marketing teams to develop quarterly board presentations, annual due diligence and investment reviews and manage proposals for 529 plan solution enhancements
- Manage 529 product/portfolio/fund updates with the State partner; oversee product workflow and execution across internal + external stakeholders; update and maintain all internal sales and business reporting through SEP and other reporting sources
- Serve as part of team responsible for content development to position the Education Savings Team as industry thought leader; be subject matter expert to internal and external partners; support new hire training, sales desk and servicing support
- Partner with marketing team on strategy and execution, target audiences, metrics/tracking, budget allocations; integrate and review product-specific updates across all client content and utilize industry and internal data to identify sales targets/trends
- Support Head of Education Savings 529 Program Director in all aspects of sales, marketing, relationship management and business management; including project management of new product launches, disclosure updates and other 529 plan solution enhancements.
Required qualifications, capabilities and skills
- Bachelor's Degree in Finance or similar
- 10 years of asset management industry sales experience with proven sales success including strategy, execution and track record
- Knowledge of 529 structures, rules and regulations
- Ability to lead institutional relationships and support 529 business across investments, client service, marketing and operations
- Ability to negotiate with distribution partner firms, state partners and recordkeeper
- Strong presentation and public speaking skills
- Strong writing and analytical skills
- Proficiency in Microsoft Office Suite
- Series 7 and 63 licensed
About Us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
-
Treasury Senior Analyst or Manager
2 days ago
New York, New York, United States Brookfield Asset Management Full timePosition Overview Brookfield Asset Management is seeking a dedicated professional to join our Finance and Operations team in a role that transcends traditional treasury functions. This position encompasses significant involvement in fund operations, process enhancement, and systems integration. Key Responsibilities: Support credit facility operations,...
-
New York, New York, United States Brookfield Asset Management Full timeAbout Brookfield Asset ManagementBrookfield Asset Management is a global leader in asset management, with a focus on real estate, infrastructure, renewable energy, private equity, credit, and insurance solutions. With over $925 billion of assets under management, the company provides innovative solutions for investors across the organization.About the Global...
-
Asset Management
4 weeks ago
New York, New York, United States JPMorganChase Full timeJob Description J.P. Morgan Asset Management (JPMAM) is a leading global alternatives manager, offering innovative solutions across market cycles. Our specialized teams manage alternative investment engines, delivering uncorrelated returns to traditional asset classes and tailoring portfolios to client needs. The Fund Execution Team (FET) within JPMAM -...
-
Asset Management
4 weeks ago
New York, New York, United States JPMorganChase Full timeJob Description Join JPMorgan Asset Management's Global Market Insights Strategy Team as a Global Market Strategist in New York. Your role will involve formulating and communicating market and economic insights to financial advisors and institutional clients. You'll shape the team's views on alternative asset classes and contribute to the development of the...
-
Quantitative Analyst in Reinsurance
1 day ago
New York, New York, United States Brookfield Asset Management Full timeLocation: Brookfield Place in New York About the Company - Reinsurance Sector Brookfield Reinsurance Ltd. operates under Brookfield's Insurance Solutions, specializing in delivering insurance and reinsurance offerings to both individuals and institutions, managing around $100 billion in assets. The firm provides a comprehensive suite of insurance products,...
-
Quantitative Analyst in Reinsurance
1 day ago
New York, New York, United States Brookfield Asset Management Full timeLocation: Brookfield Place in New York About the Company - Reinsurance Sector Brookfield Reinsurance Ltd. operates under Brookfield's Insurance Solutions, concentrating on delivering insurance and reinsurance services to both individuals and institutions, managing assets totaling approximately $100 billion. The firm provides a diverse array of insurance...
-
Quantitative Analyst in Reinsurance
6 days ago
New York, New York, United States Brookfield Asset Management Full timeLocation: Brookfield Place in New York About the Company - Reinsurance Sector Brookfield Reinsurance Ltd. operates under Brookfield's Insurance Solutions, specializing in delivering insurance and reinsurance services to both individuals and institutions, overseeing around $100 billion in assets. The firm provides a comprehensive array of insurance...
-
Asset Management
2 months ago
New York, New York, United States JPMorganChase Full timeJob Description Join J.P. Morgan Asset Management, the world's third-largest alternatives manager with a 40-year history of delivering innovative solutions. Our specialized teams manage alternative investment engines, offering strategies across the spectrum, including real estate, private equity, and more. This role supports the marketing of our $38+ billion...
-
Regulatory Compliance Specialist
1 day ago
New York, New York, United States CIFC Asset Management Full timeCIFC ASSET MANAGEMENT OVERVIEWEstablished in 2005, CIFC Asset Management LLC (and its affiliates, collectively referred to as "CIFC") operates as a global credit management firm, specializing in various sectors including CLOs, structured credit, corporate credit, opportunistic credit, and direct lending. With a focus on serving institutional investors...
-
Regulatory Compliance Specialist
7 days ago
New York, New York, United States CIFC Asset Management Full timeCIFC ASSET MANAGEMENT OVERVIEWEstablished in 2005, CIFC Asset Management LLC (and its affiliates, collectively referred to as "CIFC") operates as a global credit management firm specializing in various sectors including CLOs, structured credit, corporate credit, opportunistic credit, and direct lending. With a focus on serving institutional investors...
-
Senior Vice President of Financial Oversight
7 days ago
New York, New York, United States Marathon Asset Management Full timePosition Summary Marathon Asset Management is a prominent global credit management firm overseeing more than $23 billion in assets. Established in 1998, the company is led by Bruce Richards, CEO & Chairman, and Louis Hanover, CIO, supported by a dedicated team of approximately 190 professionals, including a 20-member Executive Committee and 8 Partners. The...
-
Recruiter, Talent Acquisition
3 days ago
New York, New York, United States Bayview Asset Management Full timeJob SummaryBayview Asset Management is seeking an experienced and dynamic Recruiter to join the HR team. The ideal candidate will have a proven track record of sourcing, attracting, and hiring top talent in the financial services industry.Key ResponsibilitiesManage the full cycle recruitment process for operations and investment professionals, administrative...
-
VP, Asset Management
3 weeks ago
New York, New York, United States Merchants Capital Corporation Full time:The VP of Asset Management - Special Assets is responsible for proactively managing a portfolio of non-performing loans to ensure the identification& execution of optimal resolution strategy. This position's focus will be split between internal and external stakeholders with responsibilities that may cross platforms and departments.Success in this position...
-
Technology Hardware Asset Management
1 month ago
New York, New York, United States Experis Full timeThe HAM ITAM Manager will be responsible for working with all AD group companies and entities to provide HAM ITAM program leadership and direction to ensure governance, including policies, controls, standards, and procedures, is in place to meet regulatory, operational, audit and reporting requirements when it comes to hardware asset management.The HAM ITAM...
-
Relationship Manager, Asset Managers
4 weeks ago
New York, New York, United States iCapital Full timeiCapital is looking for a Relationship Manager to join the Enterprise Solutions team, specifically covering Asset Managers and General Partners. This position will play a key role in maintaining and developing current relationships and prospecting for new opportunities. This is a senior-level, technical role focused on the delivery and ongoing support of...
-
Asset Management Accountant
7 days ago
New York, New York, United States Muzinich & Co Full timeKey Responsibilities: Based in our headquarters, the investment fund accountant will manage daily operations for various funds and managed accounts, which includes:Reconciling cash balancesInvestigating and resolving discrepanciesExecuting trades and completing end-of-day tasksReviewing currency hedging strategiesCalculating monthly performance...
-
Consultant for Software Asset Management
1 day ago
New York, New York, United States Cognizant Full timePosition: Software Asset Management Consultant - ServiceNow Location: Hybrid work model Overview We are seeking a qualified candidate with a background in technology and management to join our team. The ideal applicant will possess 8-15 years of experience in IT asset management. Qualifications Degree in a technology-related field is preferred.ITIL V4...
-
Vice President of Asset Management
1 day ago
New York, New York, United States New York City Economic Development Corporation Full timePosition OverviewOur Vision: To establish New York City as a leading example of inclusive innovation and economic advancement, driven by the City's diverse population and enterprises.Our Mission: To foster a dynamic, inclusive, and globally competitive economy for all residents of New York City.Role Summary:The Asset Management Division of NYCEDC oversees a...
-
Senior Asset Protection Manager
1 day ago
New York, New York, United States Bloomingdale's Full timeOverview: At Bloomingdale's, we aim to make fashion a personal and enjoyable experience, blending aspiration with accessibility. Our mission is to inspire our customers to embrace style as a source of creativity in their lives. We are committed to making Bloomingdale's a unique shopping destination. Our inclusive culture fosters diversity in backgrounds,...
-
Lead Project Manager
6 days ago
New York, New York, United States Rockwood Search Full timePosition Overview:A prominent Asset Management firm is in search of a seasoned professional with extensive experience in Asset Management and Investment Management, particularly in the realm of Portfolio Accounting and Reporting Systems.Key Responsibilities:- Oversee data governance and formulate data strategies.- Identify and implement workflow...