JPMC
This role serves as a senior member of the Institutional Investment Solutions team, partnering with U.S. Private Bank Advisors to deliver specialized investment capabilities to sophisticated Family Office clients. The position acts as the primary portfolio manager for multi-asset solutions, focusing on custom tax-aware investment strategies, holistic asset allocation, and portfolio construction. The role involves executing investment solutions, providing regular client communication, and driving new business through thought leadership and strategic engagement.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.