Private Bank, Fixed Income Specialist, Executive Director

Fixed Income Specialist

JPMorganChase Asset & Wealth Management | U.S.

Private Bank

About the Role

As a Fixed Income Specialist within the Market Strategy Group, you will serve as a senior subject matter expert on one of the most dynamic and high-impact teams within JPMorganChase's U.S.

Private Bank.

Our mission is straightforward: communicate our best ideas and help advisors deliver better client outcomes by making managed fixed income strategies understandable, easy to access, and simple to implement.

You will sit at the intersection of Markets, Sales, and Strategy - bridging institutional-grade insight with personalized client advice - working alongside a high-performing, collaborative team.

This is a role for a seasoned fixed income professional who is equally comfortable analyzing markets, presenting to large audiences, and building trusted, lasting relationships with advisors and clients alike.

What You Will Do

Client, Advisor Partnership & Regional Coverage


* Serve as the dedicated fixed income specialist for an assigned U.S.

region (e.g., South, Midwest, West, or Southeast), supporting a network of 200-500 advisors across that footprint, with in-market travel of approximately 1-2 weeks per year coordinated around key client events and regional priorities.


* Partner closely with advisors to understand their client base, identify opportunities for new business growth and retention, and participate directly in client meetings and events.


* Serve as the senior leader for client events and meetings related to managed fixed income portfolios and market content, representing the team with credibility and authority.


* Act as a trusted resource for advisors at all experience levels - from onboarding new advisors to engaging the most seasoned investment professionals - making complex fixed income concepts accessible and actionable.

Market Strategy, Thought Leadership & Education


* Function as a platform-wide fixed income expert across approved Core, Advisory, SMAs, Active ETFs, mutual funds (JPM and third-party where offered), and solutions with fixed income-like attributes.


* Author VIP notes and implementation guides (1-2 strategies at a time) that translate market views into clear, advisor-ready content.


* Coordinate and present on Manager Insights Calls and national morning meetings, serving as a visible and authoritative voice for the team.


* Facilitate advisor education through a broad range of formats including team huddles, regional calls, national morning meetings, videos, written commentary, and office hours.


* Engage proactively with investment teams - including brokerage and Asset Management portfolio managers - to stay current on views, insights, and opportunities, particularly as they relate to quarterly investment themes.


* Partner closely with the Fixed Income Strategy and Manager Selection teams globally to ensure alignment with current market positioning.

Business Develo...