Based onsite in Columbus, Ohio, this Private Alternatives Account Manager role focuses on client relations for registered and private funds across North America. The position supports platforms used by private banks, custodians, RIAs and broker-dealers, and coordinates with third-party service providers and platform partners. The role offers a base salary ranging from USD 90,000 to 150,000 per year, commensurate with experience.
Responsibilities
- Handle inquiries from financial intermediaries, financial advisors, high net worth investors, and internal stakeholders about the firm’s alternative investments, mutual funds, commingled funds, 529 plan portfolios, and related vehicles.
- Support onboarding and implementation of JPM product offerings on distribution platforms including private banks, wire houses, broker-dealers, custodians, RIAs, and third-party providers.
- Cultivate and maintain relationships with intermediaries, serving as the intermediary voice within the firm.
- Develop a strong understanding of distribution partners’ operational platforms and processes.
- Coordinate with internal teams and external partners to address client inquiries, resolve issues, and reconcile matters.
- Participate in client meetings and events as appropriate, including due diligence sessions.
- Ensure regulatory compliance and assist with periodic filings; support ad hoc projects and research for private wealth alternatives initiatives.
Requirements
- Bachelor’s degree is required.
- A minimum of five years in Asset Management in a client-facing role, with experience in Investor Relations or Client Services and a focus on Wealth Management distribution of alternative products.
- Knowledge of financial markets and alternative investment vehicles (non-traded REITs, tender offer funds, BDCs, interval funds, private funds) as well as mutual funds.
- Ability to develop robust client and internal relationships and a deep understanding of intermediary servicing needs.
- Experience onboarding and managing digital distribution and technology platforms and custodian relationships.
- Excellent organizational, communications, project management, and time management skills; solutions-oriented and adaptable in fast-paced settings.
- Strong analytical, problem-solving, and critical-thinking abilities with the capacity to manage change and align with client and firm goals.
Benefits
- Competitive total rewards package with base salary determined by the role, experience, skill set and location.
- Commission-based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity.
- Comprehensive health care coverage, on-site health and wellness resources, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more, subject to eligibility.
- Additional details regarding total compensation and benefits will be provided during the hiring process.
About Us
JPMorganChase is a long-established financial institution delivering innovative solutions to consumers, small businesses, and a broad mix of corporate, institutional, and government clients under the JPMorgan Chase and Chase brands. The firm maintains a history spanning more than two centuries and operates across investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.
We offer a competitive total rewards package including base salary tied to the role, experience, skill set, and location. Eligible colleagues may receive commission-based pay and/or discretionary incentive compensation, paid in cash and/or equity, along with a range of benefits based on eligibility. The organization places a high value on diversity and inclusion and is an equal opportunity employer, with protections for Disability/Veterans and other groups.
About the Team
J.P. Morgan Asset & Wealth Management delivers leading investment management and private banking solutions. Asset Management provides strategies across asset classes to individuals, advisors, and institutions through a global network of investment professionals. Wealth Management supports individuals and families in taking a deliberate approach to wealth management, helping them define, focus, and achieve their financial goals.
