Wealth Management, Senior Alternative Investment Specialist, Managing Director
Company: JPMorganChase
Location: Dallas
Posted on: April 3, 2026
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Job Description:
Description J.P. Morgan Asset & Wealth Management, with client
assets of $2.4 trillion, is a global leader in investment and
wealth management. Its clients include institutions, high-net-worth
individuals and retail investors in every major market throughout
the world. The division offers investment management across all
major asset classes including equities, fixed income, alternatives,
multi-asset and money market funds. For individual investors, the
business also provides retirement products and services, brokerage
and banking services including trusts and estates, loans, mortgages
and deposits. J.P. Morgan Wealth Management is a global wealth
management leader that delivers the highest quality advice,
service, capabilities and products to high net worth individuals
and families around the world. We deliver highly customized and
comprehensive solutions to help clients with the many complexities
they face by leveraging the commercial and investment banking
capabilities of the firm. About Global Alternative Investment
Solutions Global Alternative Investment Solutions is responsible
for the selection and monitoring of alternative asset managers for
the Global Private Bank, and advising clients on allocations to
alternative investments. This will include communications with
asset managers, internal investment specialists, and clients
considering the use of an alternative asset manager within an
investment portfolio. Managers include multiple asset classes
across hedge funds, private equity funds, private credit funds, and
real asset funds. With over $200 billion of client capital invested
across alternatives, the team brings a unique perspective to
sourcing and advising on alternative investment opportunities. The
team consists of a collaborative cross functional team of
professionals including Investment Specialists, Investor Relations,
Due Diligence, Structuring and other functional support colleagues
located in New York, Los Angeles, Nashville, London, Geneva, Hong
Kong, Singapore, and Mumbai Responsibilities will include: Working
closely with Investment Advisors and Bankers in the U.S., as well
as with clients, on new product launches and ongoing alternative
investment opportunities. Representing and articulating the views
of the Global Alternative Investment Solutions teams at key
internal and external meetings Analyzing client multi-asset class
investment portfolios and providing alternative investment product
and implementation advice in conjunction with Advisors.
Articulating the manager selection process and how the alternative
platform offering fits the Global Private Bank strategy within a
market context Actively participating in Global Alternative
Investment Solutions meetings, demonstrating leadership. Focusing
on teamwork, with particular emphasis on fostering and mentoring
junior talent within the group. Key attributes will include:
Specific knowledge of, and hands-on product experience in,
alternative investments, including hedge funds, private equity,
private credit and real estate Proven experience in investment
management sales; experience within a capital markets environment
preferred. The ability to convey knowledge and credibility in front
of managers, clients and investors. 15 years of experience in
investment sales, alternative investment due diligence, alternative
product investor relations, alternatives product specialist
functions, etc. Experience in both private investments and hedge
funds preferred. Strong teamwork and interpersonal skills. Strong
oral and written communication skills FINRA General Securities
Representative Exam (i.e. Series 7) and Uniform Securities Agent
State Law Examination (i.e. Series 63) required (may take these
exams after commencement of employment)
Keywords: JPMorganChase, Richardson , Wealth Management, Senior Alternative Investment Specialist, Managing Director, Accounting, Auditing , Dallas, Texas
