JPMorgan Chase
U.S. Private Bank - Investment Specialist (GIO) - Vice President / Executive Director
$225K–$350K
New York, NY · Director · Full-time · Posted Oct 9, 2026
- Experience
- 8+ years in Wealth Management or Investment Management.
About the job
Advise U.S. Private Bank clients on investment strategy, asset allocation, and portfolio solutions, while communicating market insights and supporting business development.
What you'll do
- Develop and implement investment plans, including holistic and tactical asset allocation recommendations.
- Execute investment solutions and conduct portfolio reviews with clients.
- Support new business through client engagement, pitches, RFPs, road shows, and campaigns.
What they ask for
- 8+ years of experience in Wealth Management or Investment Management.
- Series 7, 66, and Insurance licenses; unlicensed candidates must obtain them within 90 days of start date.
- Strong knowledge of fixed income, equities, and alternatives.
Nice to have
- Ability to work effectively with internal product partners, banking teams, risk, compliance, and marketing.
- Ability to mentor junior staff.
Pay
USD 225,000.00-$350,000.00 base salary
Tools
Series 7, Series 66
Model-written summary · the original posting is authoritative