Asset Management Investment Specialist Lead - Retirement Solutions

Job Summary

Join a dynamic team delivering retirement investment solutions to Americans. As an Investment Specialist (VP/ED) within J.P. Morgan Asset Management’s Multi-Asset Solutions (MAS) team, you will serve as the conduit between portfolio management and Client Advisor teams—acting as the product expert for our ＄185bn Smart Retirement franchise and broader retirement solutions.

Job summary:

As an Multi Asset Solutions Investment Specialist (Retirement Solutions) Lead reporting to the Global Head of Multi Asset Solutions Retirement Investment Specialists, you will lead client and consultant engagement, support business development and retention efforts, and help drive initiatives that enhance the retirement client experience. You will work with a broad range of clients, from sophisticated institutional investors and consultants to small businesses and start-ups.

Job Responsibilities:

• Grow and retain the retirement book of business through ongoing client and consultant engagement.
• Lead client interactions (meetings, seminars, conferences) by presenting the MAS investment process, portfolio positioning, and house views.
• Serve as a primary point of contact for Client Advisor teams—providing responsive, accurate support that advances the sales process and deepens product fluency.
• Build strong, collaborative relationships across Client/Consultant Advisor teams, portfolio management, investment teams, research, investor relations, and product partners.
• Create high-quality client-facing content and materials (commentary, portfolio updates, market messaging) that clearly explains performance and positioning.
• Analyze portfolios (risk/return, performance attribution, etc.) and develop proposals and implementation materials to support new and existing mandates.
• Contribute to process and technology enhancements (e.g., attribution, reporting, efficiency improvements) that improve scalability and the client experience.

• Coach and develop junior Investment Specialists, including presentation skills, knowledge transfer, and quality control of client deliverables.

Required qualifications,  skills and capabilities:

• 8+ years of experience in the financial industry; Defined Contribution, target date funds, and retirement income experience preferred.
• Strong knowledge of investment design, portfolio construction, and multi-asset strategies; strong market acumen.
• Excellent presentation, research, and writing skills with the ability to communicate complex concepts to audiences of varying sophistication.
• Demonstrated relationship-building skills; ability to operate effectively in a fast-paced, high-accountability environment.
• Strong organizational and execution skills; proven ability to manage multiple priorities and deliver accurate work under tight deadlines.
• SIE and Series 7, 63, and 3 required within 120 days.

• Ability to learn internal systems quickly and manage operational details effectively.

Preferred qualifications, skills and capabilities:

• Proficiency in Excel and PowerPoint; working knowledge of LLMs is a plus.
• CFA designation or active pursuit; sponsorship available after one year.

Base Pay/Salary: New York,NY $170,000.00-$246,500.00