Asset Management
2 weeks ago
External Retirement Plan Client AdvisorJ.P. Morgan Asset Management (JPMAM) is a global asset manager with $4 trillion in assets under management. Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. The Retirement Plan Advisor sales team is responsible for selling JPMAM's full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. JPMAM also provides tools and insights that enable advisors to help their clients build stronger workplace retirement plans that lead to better outcomes for their plan participants.As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM's Everyday 401(k) solution with new distribution partners. You will partner closely with our Independent Broker Dealer (IBD) and other Retirement team partners to deliver JP Morgan Retirement Solutions, drive Everyday 401(k) proposals, and close plans.Job ResponsibilitiesRaise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners.Collaborate closely with IBD Client Advisors and other Retirement team partners to deepen relationships with FAs, identify pipeline opportunities, and close 401(k) plans.Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and onboarding process.Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners.Effectively manage all facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless onboarding.Work closely with IBD, Retirement, and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement.Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying current on industry trends and distribution partner specific needs.Travel ~70%, with a minimum activity standard of 15 meetings per week, primarily focused on FA meetings, regional events, and point of sale presentations.Required Qualifications, Capabilities, and SkillsMinimum 3 years of external retirement plans wholesaling experience, preferably with experience supporting broker-dealer channels.Bachelor's Degree required.Series 7 and 63 licenses required.Proven ability to build relationships and drive results in a highly collaborative, fast-paced environment.Strong presentation, communication, and organizational skills.Experience with 401(k) recordkeeping solutions and third party advisor distribution.
-
Associate, Opportunistic Credit Asset Management
4 weeks ago
New York, United States Marathon Asset Management Full timeOverview Marathon Asset Management is a global credit investment manager with $22 billion in assets under management.The Opportunistic Credit Team focuses on public and private credit investing across the capital structure.The team is seeking an Associate, Asset Management, to join the New York team. They will play an important role in the success of our...
-
Associate, Opportunistic Credit Asset Management
3 weeks ago
New York, United States Marathon Asset Management Full timeAssociate, Opportunistic Credit Asset Management Responsibilities Institutionalize opportunistic credit teams portfolio management process, especially with regard to private credit investments Develop and implement comprehensive processes that standardize portfolio management and reporting; ensure reports are tailored to the needs of various stakeholders for...
-
New York, United States Marathon Asset Management Full timeOverview Marathon Asset Management is a recognized leader in asset-based lending (ABL), with a 20+ year track record of robust asset management and a reputation for excellence across cycles and market environments. Our ABL platform is supported by 50+ professionals and has deployed over $30 billion across a $5 trillion addressable market, including...
-
New York, New York, United States Marathon Asset Management Full timeMarathon Asset Management is a recognized leader in asset-based lending (ABL), with a 20+ year track record of robust asset management and a reputation for excellence across cycles and market environments. Our ABL platform is supported by 50+ professionals and has deployed over $30 billion across a $5 trillion addressable market, including transportation,...
-
Acquisitions and Asset Management
4 days ago
New York, United States HiCap Management, LLC Full timeJOB TITLE: Acquisitions & Asset ManagementLOCATION: NYCTYPE: Full-Time COMPENSATION: $100,000+ (depending on skill set) plus benefits and bonus potentialTHE ROLE: We are a real estate syndication firm headquartered in NYC that owns and manages a large and growing portfolio of multifamily properties in the Western United States. We are seeking a highly...
-
Portfolio Manager
1 week ago
New York, New York, United States Silvercrest Asset Management Full timeSilvercrest Asset Management Group LLC is a leading independent, registered investment advisor offering bespoke asset management and family office services to ultra-high-net-worth families and select institutional investors. Founded in 2002, Silvercrest provides a range of tailored investment strategies and wealth management solutions, specializing in...
-
New York, United States Brookfield Asset Management Full timeJob Description Brookfield Wealth Solutions (“BWS”) is seeking a Associate / Senior Associate of P&C Portfolio Management to join our New York-based investment team. The Associate / Senior Associate will play a key role in overseeing the portfolio management of BWS’ property and casualty (“P&C”) portfolios alongside senior leadership. The role will...
-
ETF Portfolio Manager
1 week ago
New York, NY, United States Bitwise Asset Management Full timeIt's rare that a new asset class is born. Nevertheless, we're witnessing exactly that with the rise of crypto. Over just the last few years, since Bitwise was founded, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few...
-
ETF Portfolio Manager
1 week ago
New York, NY, United States Bitwise Asset Management Full timeIt's rare that a new asset class is born. Nevertheless, we're witnessing exactly that with the rise of crypto. Over just the last few years, since Bitwise was founded, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few...
-
ETF Portfolio Manager
4 days ago
New York, NY, United States Bitwise Asset Management Full timeIt's rare that a new asset class is born. Nevertheless, we're witnessing exactly that with the rise of crypto. Over just the last few years, since Bitwise was founded, crypto has evolved from an embryonic $50B market to a growing $3T+ juggernaut. At Bitwise, we believe that crypto has reached a turning point, and is headed north of $10T over the next few...
