[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All JPMorganChase jobs](https://jobs.opennash.com/companies/jpmorganchase/) · [Search jobs](/search/) JPMorganChase · New York, NY # Asset Management Investment Specialist (Retirement Solutions) Lead - Vice President New York, NY, United States Executive Finance & Accounting Listed on JPMorganChase’s official careers site. Posted October 12, 2026. Check that it is still open and apply there. [Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210791968) [OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / Asset Management Investment Specialist (Retirement Solutions) Lead - Vice President ## Job description ### 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. 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. ## At a glance - Posted by the employer: Oct 12, 2026 - First seen by OpenNash: Oct 13, 2026 - Last checked: Oct 20, 2026 - Listed for: 8 days - Location: New York, NY, United States[Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210791968) ## More jobs at JPMorganChase ### [2027 - Commercial & Investment Bank - Global Investment Banking Summer Associate Program](https://jobs.opennash.com/companies/jpmorganchase/jobs/748ebd92d14940d0d1d5/) New York, NY, United States ### [2027 Asset Management Investments Full Time Analyst Program](https://jobs.opennash.com/companies/jpmorganchase/jobs/c9f068568f3983b10984/) New York, NY, United States ### [2027 Global Finance & Business Management - Summer Analyst (New York Metro)](https://jobs.opennash.com/companies/jpmorganchase/jobs/e978b58ff01d739b384d/) New York, NY, United States ### [2027 Global Private Bank Investment Solutions Program (Full-Time Analyst)](https://jobs.opennash.com/companies/jpmorganchase/jobs/a31cb198ec690e8c1fb9/) New York, NY, United States ### [AWM- Investment Principal, Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/390dc08fb5be22d8881b/) New York, NY, United States ## Similar jobs at other companies ### [Summer 2027 Real Estate Financial Analysis (Investment and Asset Management) in Detroit, Michigan | Real Estate Management at Rocket Companies](https://jobs.opennash.com/companies/rocket-companies/jobs/9c11e3bdd3919f8059bb/) Rocket Companies · Detroit, Michigan ### [Wealth Management Associate - Retirement Benefits Group - IL; Springfield, Bloomington, Quincy, Champaign (5265)](https://jobs.opennash.com/companies/equitable-holdings/jobs/4b491ab661d5edcba41c/) Equitable Holdings · UNITED STATES-IL-Springfield ### [Asset & Wealth Management, Private Wealth Management, Financial Investment Professional, Associate - New York](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/43a2f3cbea71be2d9aca/) Goldman Sachs Group · New York, United States ### [Wealth Management Associate – Retirement Benefits Group - CT; Hartford, New Haven, New London, Danbury (5259)](https://jobs.opennash.com/companies/equitable-holdings/jobs/566d9a4aa1bfeb578485/) Equitable Holdings · United States-Ct-Hartford ### [Asset & Wealth Management, Private Wealth Management, Investment Strategy Group, Associate - New York](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/b592cd77167129bfce28/) Goldman Sachs Group · New York, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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