Asset Management – Real Estate Wealth Management Investment Specialist – Executive Director Full Time

As the Executive Director, Investment Specialist on the Real Estate Americas client strategy team, you will focus on raising assets and increasing market share for our real estate products through the Private Wealth channel. Within this role, you will be a leading member of the real estate wealth team, responsible for expanding Real Estate Americas assets by partnering with JP Morgan US Funds business and the JP Morgan Private Bank. The Private Wealth Alternatives market in the U.S. is rapidly growing, representing a $2 trillion opportunity for J.P. Morgan Asset Management (JPMAM).

Job Responsibilities

• Collaborate with internal sales channels to proactively position our real estate solutions through RIA’s and our broker-dealer partners.
• Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning.
• Work collaboratively with internal partners to position our real estate solutions, focusing on consistency, efficiency, and timely delivery of materials and reports.
• Maintain a comprehensive understanding of the real estate 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.
• Assist in strategic projects that support the platform’s growth, fostering collaboration and innovation.
• Ensure all investor communications and materials comply with regulatory requirements and industry standards.

Required Qualifications, Capabilities, and Skills

• 8+ years of experience in positioning investment products/alternatives in the wealth channel with a strong background in real estate investment.
• Extensive background and definable success in working with financial intermediaries in the wealth channels.
• Strong relationship building skills applicable to external clients, internal colleagues within Real Estate and across JPMorgan.
• Excellent presentation skills which enable the delivery of concise and persuasive new business presentations and investment reviews.
• Experience in working through internal partners to deliver results.
• Ability to incorporate current economic forecast information provided by other professionals within the organization plus ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants.
• Proven organizational skills and success in territory and client management.
• Ability to lead in a fast-paced environment, steering strategic projects that support growth and competitive positioning.
• Proficiency in creating compelling client materials, presentations, and reports, with a focus on storytelling and translating complex concepts into engaging visuals.
• Excellent communication skills for effective collaboration with stakeholders and delivering clear client support.
• Strong understanding and interest in real estate investment management.
• Series 7 and Series 3 certifications required (or willingness to obtain).

Source: JP Morgan Career Page