JPMorganChase · 18 hours ago
Asset Management - Private Credit Investment Specialist - Executive Director
390 Madison Ave, New York, NY, 10017, US
Full-time
Onsite
Mid, Senior Level
$200K/yr - $350K/yr
7+ years expJPMorganChase is a leading financial institution offering innovative financial solutions. As an Executive Director on the Private Credit Solutions Group Investment Specialist Team, you will focus on raising assets and gaining market share for private credit products through the Private Wealth channel.
Asset ManagementBankingFinancial Services
Responsibilities
Collaborate with internal sales channels to proactively position our private credit solutions through our RIA, wire house, and independent broker-dealer partners
Educate RIA clients and financial intermediaries on private credit strategies, product features, risk considerations, and portfolio integration to support informed investment decisions
Develop and implement a comprehensive sales strategy that aligns with the platform’s objectives, driving both growth and competitive positioning
Maintain a comprehensive understanding of the private credit 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
Serve as a core member of the overage team for existing investor accounts
Contribute to and take ownership of high-profile projects and business initiatives as needed
Qualification
Required
7+ years of industry experience including experience in positioning or distributing investment products/alternatives in the wealth channel with a strong background in private credit
Background and definable success in working with financial intermediaries in the private wealth channel
Excellent interpersonal skills with the ability to build strong relationships with external clients and internal colleagues
Ability to grasp complex concepts and explain them to others in a clear and concise manner
Ability to incorporate current economic forecast information provided by other professionals within the organization as well as ability to seek out and integrate relevant external economic and other related investment and product information into communications with clients, prospects, and consultants
Self-starter, proactive mindset, ability to anticipate questions and client needs
Excellent communication skills for effective collaboration with stakeholders and delivering client support
Demonstrated interest in markets and private credit investments
Proven organizational skills and success in territory and client management
Excellent written and verbal communication skills
Strong understanding and interest in private credit markets
Preferred
Knowledge of compliance requirements and relevant SEC/FINRA regulations relating to RIAs and wealth management channels is an advantage
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2026-01-13
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2026-01-08
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