JPMorgan Chase
Asset Management, Tax Smart Investment Specialist, Vice President
$170K–$246K
New York, NY · Director · Full-time · Posted Aug 21, 2026
- Experience
- At least four years in the financial industry; asset management preferred.
About the job
Leads commercial and client-facing activity for JPMAM’s tax-smart investment strategies, educating clients and advisors, supporting sales and client service, and developing investment materials.
What you'll do
- Educate clients and financial advisors through meetings, presentations, and webinars on tax-smart investing and JPMAM capabilities.
- Develop and maintain client and marketing materials, respond to RFPs and questionnaires, and handle client updates and queries.
- Support sales channels and advisors, and gather and analyze competitive product information.
What they ask for
- At least four years of financial-industry experience; asset management preferred.
- Series 7 and Series 63 required within 90 days of starting.
- Ability to work flexibly and collaboratively across teams and deliver accurate results under tight deadlines.
- Strong attention to detail and commitment to follow-up.
Nice to have
- Knowledge of equity or tax-managed strategies.
- Strong written and verbal communication; Excel and PowerPoint proficiency; CFA designation or desire to pursue it.
Pay
USD 170,000.00-USD 246,500.00 base salary
Tools
Excel, PowerPoint, Python, FactSet, Morningstar Direct, Bloomberg
Model-written summary · the original posting is authoritative