JPMorgan Chase
Fiduciary Investment Solutions – Portfolio Manager, Executive Director
$220K–$350K
New York, NY · Director · Full-time · Posted Sep 16, 2026
- Experience
- At least 10 years of investment experience; no alternatives stated.
About the job
Serve as the primary portfolio manager for fiduciary clients, designing and managing customized, tax-aware multi-asset investment solutions and advising co-trustees and client advisors.
What you'll do
- Develop and execute investment strategies; advise on asset allocation and portfolio construction in line with trust documents and objectives.
- Manage fiduciary account investments, conduct client reviews, and communicate tailored recommendations and investment insights.
- Partner with advisors to deepen client relationships, support new business, and present investment solutions.
What they ask for
- At least 10 years of investment experience in Private Banking or the broader financial services industry.
- Experience managing multi-asset portfolios and deep knowledge of tax-aware investing strategies and alternatives.
- Strong communication skills and sales or pitch experience.
- Able to deliver holistic investment advice and design complex investment solutions for sophisticated clients and internal partners.
Nice to have
- Experience working with trust clients.
- Collaborative approach, strong relationship management, and passion for client outcomes.
Pay
USD 220,000.00–USD 350,000.00 base salary
Model-written summary · the original posting is authoritative