JPMorgan Chase
Asset Management Investment Specialist (Retirement Solutions) Lead - Vice President
$170K–$246K
New York, NY · Director · Full-time · Posted Oct 12, 2026
- Experience
- 8+ years of experience in the financial industry.
About the job
Leads client and consultant engagement for retirement investment solutions, supporting business growth and retention while connecting portfolio management with Client Advisor teams.
What you'll do
- Engage clients and consultants, presenting investment processes, portfolio positioning, and market views.
- Create client materials, analyze portfolios, and develop proposals and implementation materials.
- Improve processes and technology, and coach junior Investment Specialists.
What they ask for
- Strong knowledge of investment design, portfolio construction, and multi-asset strategies.
- Excellent presentation, research, writing, relationship-building, organizational, and execution skills.
- SIE and Series 7, 63, and 3 required within 120 days.
Nice to have
- Defined Contribution, target date funds, and retirement income experience.
- Proficiency in Excel and PowerPoint; working knowledge of LLMs; CFA designation or active pursuit.
Pay
$170,000.00-$246,500.00 USD base salary
Tools
Excel, PowerPoint, LLMs
AI focus
Working knowledge of LLMs is a plus; no specific AI work is described.
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