JPMorgan Chase
Wealth Management, Institutional Investment Solutions, Family Office Multi-Asset Portfolio Manager
$220K–$350K
New York, NY · Manager · Full-time · Posted Aug 10, 2026
- Experience
- At least 15 years of investment experience.
About the job
Partners with U.S. Private Bank Advisors to advise Family Office clients and develop customized, tax-aware multi-asset investment strategies and portfolios.
What you'll do
- Develop investment strategies aligned with Family Office clients’ goals and provide advice on J.P. Morgan investment solutions.
- Advise on asset allocation, portfolio construction, investment policy, and governance.
- Share investment insights with clients and advisors, lead client events, and support regional growth and new business.
What they ask for
- At least 15 years of investment experience in a Family Office Chief Investment Office or working directly with Family Office clients.
- Deep multi-asset portfolio management expertise, especially in alternative investments and tax-aware investing.
- Ability to deliver holistic advice, design complex investment solutions, and communicate effectively with sophisticated clients and internal partners.
- Strong collaboration and relationship-management skills.
Pay
$220,000.00-$350,000.00 USD base salary
Model-written summary · the original posting is authoritative