JPMorgan Chase
Wealth Management, Institutional Investment Solutions Multi-Asset Portfolio Manager, US Wealth Management
$220K–$350K
New York, NY · Manager · Full-time · Posted Oct 2, 2026
- Experience
- At least 10 years of investment experience.
About the job
Partners with U.S. Wealth Management advisors to advise institutional clients and develop customized, tax-aware multi-asset investment solutions.
What you'll do
- Develop tailored investment strategies aligned with clients’ goals, including asset allocation, portfolio construction, and investment governance advice.
- Share investment insights with clients and advisors through events, roundtables, and educational forums.
- Grow institutional client engagement and regional business through advisor collaboration, campaigns, and new business opportunities.
What they ask for
- At least 10 years of investment experience working directly with Non-Profit and Institutional Family clients.
- Expertise managing multi-asset portfolios, particularly alternative investments and tax-aware strategies.
- Ability to deliver holistic advice, design complex investment solutions, and communicate effectively with sophisticated clients and internal partners.
- Travel required to cover clients across the US.
Nice to have
- Experience partnering with RIA or UNHW wealth advisor channels.
Pay
$220,000.00-$350,000.00 USD base salary
Model-written summary · the original posting is authoritative