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Head of Sustainable Investing – US Private Bank

Job Description

About Wealth Management:

With more than 160 years of experience, J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets by leveraging the Private Bank’s products and solutions. The Private Bank is involved with every facet of wealth management, including investments, liquidity and credit management, and tax and estate planning. Our business model focuses on deep client relationships through an integrated team structure with a platform of depth and breadth.

The Team/Group:

This is an exciting opportunity for you to join the growing sustainable investing team within J.P Morgan’s Private Bank. The Sustainable Investing team sits within the Private Bank’s Investment Solutions business, and is responsible for leading the creation, development and execution of our sustainable investing offering.  Critical to the team’s success is building relationships with individuals both internal and external to J.P. Morgan, including partnerships with advisors, asset class leads and control partners, as well as engagement with clients.

The Role & Responsibilities:

In coordination with the Global Head of Sustainable Investing, lead all aspects of developing a sustainable investing offering, with specific responsibility for the US Private Bank.  The successful candidate will possess a passion for creative and critical thinking about financial markets and sustainability issues, and a desire to be part of a fast-growing team. Previous experience in asset management or private banking with an emphasis on sustainable/impact investing is preferred.

Specifically, s/he will be responsible for:

  • Creating and implementing a strategic, long-term roadmap for expanding our SI offering in the US Private Bank, to include product development, advisor and client engagement, and thought leadership.
  • Assisting with all aspects of SI product development, from product design to execution; in doing so, partnering with colleagues across the Investment Solutions business, including due diligence, portfolio management, marketing, and control functions
  • Creating/writing research and content for internal and external audiences, including marketing presentations, white papers, client case studies, etc
  • Helping internal stakeholders better articulate Sustainable Investing, through presenting at various local and PB-wide meetings, in addition to developing content (FAQs, talking points, etc.) to assist client teams and specialists in delivering content widely.
  • Driving focused and strategic interactions with external stakeholders in delivering the private bank’s SI capabilities, including clients, key external partners, and selective speaking engagements.
  • Regularly supporting Advisors in responding to their clients’ sustainable investing inquiries, and meeting with clients as needed
  • Taking a leadership role on the development and execution of client events, including the annual Sustainable Investing Summit

Qualifications

  • At least 10 years of relevant investment industry experience, including deep understanding and experience in investment management.
  • Familiarity and work experience with ESG and sustainable investing is a must.
  • Key skills are analytical skill, decision-making, intellectual curiosity, intellectual honesty, pro-active and effective communication skills, both written and verbal.
  • Outstanding interpersonal characteristics, reputation, and team orientation, which will enable her/him to command the confidence, loyalty, and respect of investment colleagues and clients.
  • Ability to manage multiple deadlines and priorities.
  • Willingness to travel.
  • CFA or MBA a plus.
  • This is a demanding job requiring highly motivated individuals who are willing to work hard to build up their knowledge base, performance track record and credibility within the team

About Us

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

 

How To Apply

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