Asset Management - Model Portfolio Specialist Client Advisor- Associate
Company: JPMorgan Chase & Co.
Location: Columbus
Posted on: April 1, 2026
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Job Description:
Description JPMorgan Asset Management is a global leader in
investment management, dedicated to delivering exceptional client
service and innovative investment solutions. Our team of
professionals is committed to helping clients achieve their
financial goals through a comprehensive range of investment
strategies and services. As a Model Portfolio Specialist within the
dynamic team at JPMorgan Asset Management, you will be a highly
motivated and client-focused team member. Your critical role will
involve supporting our client advisors and promoting sales of our
model portfolio offerings. You will collaborate closely with client
advisors to ensure effective communication and implementation of
model portfolios, with limited travel required in the Midwestern
and Western US. Job Responsibilities Manage a territory of advisors
across multiple channels, including Independent Broker Dealer,
Wealth Management, and Registered Investment Advisor. Develop and
maintain strong relationships with a targeted and dynamic group of
Financial Advisors who are known to engage in model portfolio
business but are not currently covered. Primarily engage with FAs
over the phone, utilizing screen share technology to leverage
JPMorgan resources, tools, and model portfolios effectively. Become
an expert in our Multi-Asset Solutions (MAS) views, portfolio
moves/rationale, performance, positioning points, and the
competitive landscape. Prepare and deliver compelling presentations
to clients and prospects, showcasing the benefits and performance
of our model portfolios. Stay informed about market trends,
economic developments, and investment strategies to provide
valuable insights and recommendations to client advisors and
clients. Manage and conduct 20 agenda-driven meetings per week,
ensuring productive and meaningful interactions with FAs.
Collaborate with advisors to deliver market and portfolio insights
and drive adoption and investment in our model portfolios. Ensure
all client communications and portfolio recommendations adhere to
regulatory requirements and internal risk management policies. Work
closely with various teams, including marketing, sales, and
operations, to support the promotion and distribution of model
portfolios. Required qualifications, capabilities and skills
Bachelor’s degree in Finance, Economics, Business, or a related
field; Series 7 and 63 Minimum 3 years of experience in investment
management, portfolio management, or a related field, with a focus
on client-facing roles. Strong understanding of investment
principles, asset allocation, and portfolio construction Excellent
analytical, quantitative, and problem-solving skills. Strong
communication and presentation skills, with the ability to convey
complex investment concepts to a diverse audience. Detail-oriented
with a high level of accuracy and the ability to manage multiple
tasks and deadlines. Team player with a collaborative mindset and
the ability to work effectively in a fast-paced environment.
Willingness to travel occasionally within the Western US. Preferred
qualifications, capabilities and skills Advanced degree or CFA
designation preferred.
Keywords: JPMorgan Chase & Co., Elyria , Asset Management - Model Portfolio Specialist Client Advisor- Associate, Accounting, Auditing , Columbus, Ohio
