Wealth Management, U.S. Head of Institutional Investment Solutions

J.P, Morgan Institutional Investment Solutions

Institutional Investment Solutions ("IIS") is a highly specialized global team of seasoned investment professionals within J.P.

Morgan Wealth Management Solutions, managing over $50 billion in customized multi-asset solutions for Family Offices, Endowments, and Defined Contribution Plans.

The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates.

IIS designs, implements, and manages these solutions by leveraging the full breadth of J.P.

Morgan Asset & Wealth Management's investment capabilities-drawing on both in-house expertise and leading external managers.

We understand institutional investors have distinct goals, risk profiles, and liquidity needs.

Our platform is designed to address these priorities and adapt to a changing investment landscape, offering flexible engagement as either a dedicated Outsourced CIO or a strategic partner to in-house investment teams.

Our senior investment team averages over 20 years of experience, with backgrounds in Family Office CIO teams and institutional portfolio management at leading Asset Managers.

Our expertise spans long-term investing, including strategic asset allocation, portfolio construction, and comprehensive cross-asset class analysis.

In addition, IIS has deep experience advising institutional investors on building robust investment governance frameworks, establishing investment policy, and institutionalizing wealth for future generations.

Job Responsibilities:

As Head of the U.S., the candidate will work closely with senior leadership to create a strategy for the long-term growth of the business.

The candidate will be expected to draw upon previous experiences building a business in new markets and lines of business to drive client acquisition and assets under management.

They will also have extensive experience partnering with local Advisors to build relationships, pipeline, investment opportunities and asset growth.

Core Leadership Responsibilities:


* Leadership & Team Management:

Provide strategic leadership for the US IIS team, setting vision and direction, building and mentoring a high-performing group of investment professionals, and fostering a culture of excellence, collaboration, and innovation.


* Drive Strategy & Growth:

Drive the team's business growth by setting and executing the sales strategy, overseeing pipeline management, and ensuring disciplined execution of business development initiatives.

Lead efforts to expand the team's regional presence through targeted campaigns, advisor engagement, and strategic partnerships.


* Driving Innovation & Platform Development:
Maintain a deep understanding of US Family Office client needs and identify gaps in the current platform.

Leverage these insights to drive the development of new solutions and enhance cross-line-of-business collaboration, ensuring the platform evolves to m...