Wealth Management, Equity Portfolio Specialist, Associate - New York, NY

Only for registered members New York, NY , United States

1 month ago

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Job summary

We're looking for energetic, creative talent to join our team of experts to deliver differentiated insights on discretionary equity portfolios for our Private Bank clients.
We want your diverse perspective to help us innovate the next wave of products and solutions for our clients. You'll have what you need to succeed – from training and mentorship from senior leaders to projects that engage your skills.

The Equity Managed Solutions Specialist Team provides comprehensive coverage of our discretionary equity portfolios offered on our platform for Private Bank clients,
including single-stock SMAs, Core and Advisory portfolios, and mutual funds (JPM and 3rd party where offered).


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