[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 # Wealth Management, Institutional Investment Solutions, Family Office Multi-Asset Portfolio Manager New York, NY, United States Manager or lead Finance & Accounting Listed on JPMorganChase’s official careers site. Posted August 10, 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/210779276) [OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / Wealth Management, Institutional Investment Solutions, Family Office Multi-Asset Portfolio Manager ## Job description 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. The investment solutions we provide range from bespoke multi-asset discretionary portfolios to tailored single asset class mandates. IIS designs, implements, and delivers 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 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 a senior member of the Institutional Investment Solutions (IIS) team, the new hire will partner closely with U.S. Private Bank Advisors to deliver IIS’s specialized capabilities to our largest and most sophisticated Family Office clients. ### Core Responsibilities Delivering Advice and Custom Investment Solutions: The candidate will be responsible for understanding each Family Office client’s investment plan, goals, and objectives, and for developing a customized tax-aware investment strategy that aligns with their long-term vision. This includes identifying opportunities to provide advice and introduce J.P. Morgan’s full suite of investment solutions. ### Holistic Asset Allocation and Portfolio Construction Advise clients on establishing comprehensive asset allocation policies and constructing robust, diversified portfolios. Provide guidance on best practices for investment policy and governance, ensuring clients have the frameworks needed for effective long-term wealth management. ### Deliver Investment Insights Act as a thought leader by sharing J.P. Morgan’s latest investment insights with clients and advisors. This includes organizing and participating in roundtables, speaking at client events, and contributing to educational forums to ensure clients are informed and engaged with current market perspectives and opportunities. Deepen our engagement with Family Offices Drive new business and regional growth by engaging advisors, leading client events and campaigns, collaborating on new opportunities, and participating in new business opportunities. ### Required Qualifications, Capabilities and Skills The ideal candidate will have at least 15 years of investment experience gained within a Family Office Chief Investment Office or through direct work with these clients. Deep expertise in managing multi-asset portfolios is essential, with a strong emphasis on alternative investments and tax-aware investing strategies. We seek someone who blends the advisory perspective of an Investment Consultant with the portfolio management experience of an asset manager. The candidate must excel at delivering holistic advice, designing complex investment solutions, and communicating effectively with sophisticated clients and internal partners. A collaborative approach, strong relationship management, and a passion for delivering exceptional client outcomes are critical for success in this role. This role will be expected to cover clients mostly in the South/South East, moderate travel will be required. ## At a glance - Posted by the employer: Aug 10, 2026 - First seen by OpenNash: Aug 21, 2026 - Last checked: Oct 13, 2026 - Listed for: 64 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/210779276) ## 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 ### [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 & Investment Portfolio Manager III](https://jobs.opennash.com/companies/huntington-bank/jobs/bd34c34d8cf11e488ab9/) Huntington Bank · Columbus, OH ### [Wealth & Investment Portfolio Manager III](https://jobs.opennash.com/companies/huntington-bank/jobs/cae3fef7af0b8ca0d419/) Huntington Bank · Indianapolis, IN ### [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 ### [Wealth Investment Support Specialist II (Greensboro, NC.)](https://jobs.opennash.com/companies/truist/jobs/fbb194249384e0aa45b1/) Truist · Greensboro, North Carolina, USA OpenNash lists jobs from employers’ own careers sites and does not handle applications. Dates come from the employer where stated; “first seen” and “last checked” are our own observations. OpenNash Jobs · Official listings with dates and links to the employer. [Weekly hiring report](/reports/hiring/) · [Methodology](/methodology/)