Private Wealth Alternatives in the U.S. is a rapidly growing $2T market and represents an enormous opportunity for J.P. Morgan Asset Management (JPMAM). As a leading Alternatives institutional manager (over $500B AUM globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) — and a leading asset manager for U.S. financial intermediaries ($458B AUM in mutual funds, SMAs and ETFs, including liquid alternatives) — we’re powerfully positioned to bring private market solutions to our financial intermediary partners.
Job Summary
As an Executive Director on the Private Credit Solutions Group Investment Specialist Team in New York, you will be focused on raising assets and gaining share for our products through the Private Wealth channel. In this role, you will be a leading member of the team responsible for growing Private Credit Solutions Group assets through partnership the various JPMorgan wealth channels. You will also work closely with senior members of the team to develop compelling marketing materials and to help tell our story to both existing clients and prospects in the private wealth space. Superior candidates will have private credit technical knowledge, demonstrate a strong work ethic, be creative and proactive in problem solving, be adaptable and comfortable in high pressure situations.
Job Responsibilities
- Collaborate with internal sales channels to proactively position our private credit solutions through our RIA, wire house, and independent broker-dealer partners.
- Educate RIA clients and financial intermediaries on private credit strategies, product features, risk considerations, and portfolio integration to support informed investment decisions.
- Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.
- Maintain a comprehensive understanding of the private credit industry, markets, and trends to effectively translate insights into client responses and materials.
- Keep abreast of the competitor landscape, providing insights and messaging to best position our strategies.
- Serve as a core member of the overage team for existing investor accounts
- Contribute to and take ownership of high-profile projects and business initiatives as needed
Required qualifications, capabilities and skills
- 7+ years of industry experience including experience in positioning or distributing investment products/alternatives in the wealth channel with a strong background in private credit.
- Background and definable success in working with financial intermediaries in the private wealth channel.
- Excellent interpersonal skills with the ability to build strong relationships with external clients and internal colleagues.
- Ability to grasp complex concepts and explain them to others in a clear and concise manner.
- Ability to incorporate current economic forecast information provided by other professionals within the organization as well as ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.
- Self-starter, proactive mindset, ability to anticipate questions and client needs.
- Excellent communication skills for effective collaboration with stakeholders and delivering client support.
- Demonstrated interest in markets and private credit investments.
- Proven organizational skills and success in territory and client management.
- Excellent written and verbal communication skills.
- Strong understanding and interest in private credit markets.
Preferred qualifications, capabilities and skills
- Knowledge of compliance requirements and relevant SEC/FINRA regulations relating to RIAs and wealth management channels is an advantage.