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private wealth advisor

JPMorganChase

<div>JOB DESCRIPTION 
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Wealth Advisor in the U.S. Private Bank, you will help ensure that our clients&rsquo; estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives. 
 
 
Job Responsibilities<ul>
<li>Serve as an advisor to clients on personal planning matters</li>
<li>Identify opportunities for the Bank to serve in a current or future fiduciary capacity</li>
<li>Serve as a resource for clients needing solutions regarding executive compensation, retirement planning, and business succession planning</li>
<li>Assist Bankers and other team members in their new business efforts</li>
<li>Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team&rsquo;s strategy with respect to PA outreach</li>
<li>Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication, and engage in interviews for articles in trade and general publications, and other media</li>
Support the coordination of sales efforts among Bankers, Investors, Capital Advisors and Trust and Estate Officers 
<li>
</li></ul>Required Qualifications, Capabilities, and Skills<ul>
<li>Five plus years of complex estate and wealth planning experience</li>
<li>Professional designations required: JD</li>
<li>Recognized expertise in managing the estate planning needs of high-net-worth individuals</li>
<li>Sales experience, including: profiling, overcoming objections, negotiating, team-selling approach, closing the sale and bringing in referrals</li>
<li>Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations</li>
<li>Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations</li>
<li>Ability to evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities to clients and prospects and work with clients and prospects, and their other advisors, to determine best ways to implement</li></ul>
Preferred Qualifications, Capabilities, and Skills<ul>
<li>CPA designation</li>
<li>Ability to partner with clients&rsquo; other advisors (principally their attorneys and accountants)</li>
<li>Demonstrated understanding of other wealth management disciplines, including investing and credit</li>
<li>Ability to work in a team-based environment</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Wealth Advisor - Executive Director

Logic, Inc.

<div><div>Mgmt Consulting Team Lead/Consultant | Mid-Level | Full time
</div><div>Job No. R00319568 | Multiple Locations</div></div>
 <div><div>No industry can escape digital's disruption, especially not Wealth Management. Today&rsquo;s clients expect a whole new kind of experience that&rsquo;s more informed, more personalized, more transparent; and they want it more quickly than ever before. Firms that rise to the digital challenge capitalize on industry insights, transform their businesses from front to back and strive for operational excellence&mdash;and many won&rsquo;t go at it alone.
That&rsquo;s where Accenture comes in. We leverage our deep industry experience and broad range of capabilities and synergies across our entire business to deliver end-to-end solutions for leading Wealth Management firms.
Accenture Consulting: Your Unique Place in our Global Collective
Being part of Accenture Consulting means becoming an expert at making the New happen Now. To us, the New is all about the wise pivot that turns constant disruption to continuous reinvention. We are an innovation led-company that works at the heart of our clients&rsquo; organizations so that no matter how complex the business challenge, we face the future with confidence.
If you love solving challenges and not just studying them, then Accenture Consulting is the right place for you. Join us to develop your ideas into provocative points of view and transformative insights that help shape industries. You&rsquo;ll work with an amazing and diverse mix of world-class experts with access to one of the most robust portfolios of capabilities and ecosystem relationships in the industry. Together, you&rsquo;ll do so much more than consult.
Coming here means future-proofing your career and going as far as your ambition takes you. Becoming a tech-savvy, well-rounded, multi-disciplined and market-relevant advisor doesn&rsquo;t happen by chance. We invest in training and development in a big way, so you can build your future along with ours, creating an impactful career unique to you. Ultimately, we believe we is greater than me and that diverse perspectives lead to the best solutions. Joining Accenture Consulting means you will learn, innovate and lead, and together we will improve the way the world works and lives. 
Key responsibilities of the Wealth Management Consultant may include:<ul><li>
Design and implement business changes that drive industry-specific, function and digital operating model transformation, focusing on tasks relating to people and process.</li><li>
Understanding the strategic direction set by senior management as it relates to team goals</li><li>
Ability to manage dynamic technology consulting projects with heavy client engagement</li><li>
Synthesize overall technology needs by analyzing a wide variety of solutions, selecting the most relevant tools/techniques to meet specific client requirements.</li><li>
Participating in workshops with key client stakeholders to document process/data flows and associated technology applications</li><li>
Maintaining an understanding of advancements in regulations, technology and innovations which are happening across your specialization, and the broader financial services marketplace</li><li>
Consult and partner with our clients to help them develop high performance solutions to advance their industry position in investment banking</li><li>
Ability to understand client needs, develop proposed solutions and delivery high impact technology initiatives</li><li>
Supporting business development initiatives, including client proposals and building strong relationships with Accenture clients</li><li>
Supporting the development of the practice by participating in initiatives around market research, Accenture Points-of-View, capability development, thought capital, knowledge management, etc.</li></ul></div></div>
 <div>Here's what you need:
<ul><li>
2+ years of industry experience or equivalent knowledge of the wealth management industry (i.e., back and middle office operations, investment technology, compliance, etc.)</li><li>
Bachelor's degree</li></ul>

Bonus Points:
<ul><li>
Experience in Private Markets, Distribution and/or Wealth Technology &amp; Platform Strategy is preferred</li><li>
Capable of working independently with limited oversight</li><li>
Strong communication skills and attention to detail</li><li>
Previous management consulting and business analysis experience a plus</li><li>
Entrepreneurial, independent, and highly motivated individual</li><li>
CPA and/or MBA a plus**</li><li>
Demonstrated teamwork and collaboration in a professional setting; either military or civilian</li></ul> 


Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. 
We anticipate this job posting will be posted until 05/02/2026.

Accenture offers a market competitive suite of benefits including medical, dental, vision, life, and long-term disability coverage, a 401(k) plan, bonus opportunities, paid holidays, and paid time off. See more information on our benefits here:

U.S. Employee Benefits | Accenture

Role Location Annual Salary Range

California $70,350 to $205,800

Cleveland $59,100 to $164,600

Colorado $63,800 to $177,800

District of Columbia $68,000 to $189,300

Illinois $59,100 to $177,800

Maryland $63,800 to $177,800

Massachusetts $63,800 to $189,300

Minnesota $63,800 to $177,800

New York $66,300 to $205,800

New Jersey $68,000 to $205,800

Washington $80,200 to $189,300</div>
 <div>New York City, NY
Albany, NY
Arlington, VA
Atlanta, GA
Austin, TX
Beaverton, OR
Bentonville, AR
Boston, MA
Carmel, IN
Charlotte, NC
Chicago, IL
Cincinnati, OH
Cleveland, OH
Columbus, OH
Culver City, CA
Denver, CO
Des Moines, IA
Detroit, MI
Hartford, CT
Houston, TX
Irving, TX
Kirkland, WA
Miami, FL
Milwaukee, WI
Minneapolis, MN
Morristown, NJ
Mountain View, CA
Nashville, TN
Oklahoma City, OK
Overland Park, KS
Philadelphia, PA
Pittsburgh, PA
Raleigh, NC
Redmond, WA
Sacramento, CA
San Diego, CA
San Francisco, CA
Scottsdale, AZ
Seattle, WA
St. Louis, MO
St. Petersburg, FL
Walnut Creek, CA</div>
 <div>Requesting an Accommodation

Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired.

If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at 1 (877) 889-9009 or send us an email or speak with your recruiter. 


Equal Employment Opportunity Statement

We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. 


Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities.

Accenture is committed to providing veteran employment opportunities to our service men and women. 


Other Employment Statements

Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States.

Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.

Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. 
 
The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information.

California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please for additional important information.

Please read Accenture&rsquo;s Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.</div>
 <div>We work with one shared purpose: to deliver on the promise of technology and human ingenuity. Every day, more than 775,000 of us help our stakeholders continuously reinvent. Together, we drive positive change and deliver value to our clients, partners, shareholders, communities, and each other.

We believe that delivering value requires innovation, and innovation thrives in an inclusive and diverse environment. We actively foster a workplace free from bias, where everyone feels a sense of belonging and is respected and empowered to do their best work.

At Accenture, we see well-being holistically, supporting our people&rsquo;s physical, mental, and financial health. We also provide opportunities to keep skills relevant through certifications, learning, and diverse work experiences. We&rsquo;re proud to be consistently recognized as one of the World&rsquo;s Best Workplaces&trade;.

Join Accenture to work at the heart of change. Visit us at www.accenture.com.</div>

Wealth Management Consultant

Morgan Stanley

<div><div>We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Advisor Channel, the largest revenue channel at the firm. Members of the Wealth Management Finance team can expect to be involved in accounting, finance and process transformation.
 
 
In the Finance division, we act as a partner to business units around the globe by providing management, review, analysis and advisory services of the Firm's financial and capital resources. This is an Associate level position within our Product Controllers Job Family which specializes in ensuring adequacy of controls, profit and loss and balance sheet reporting and reconciliations for a segment / business / product area, as well as management reporting across business segments or cross-functional end-to-end product oversight.
 
 
Since 1935, Morgan Stanley is known as a global leader in financial services, always evolving and innovating to better serve our clients and our communities in more than 40 countries around the world.
 
 
What you'll do in the role:
 
<ul><li>Produce, maintain and automate detailed analyses on the full swath of financial metrics that are relevant to Wealth Management (WM) and Firm initiatives
</li><li>Present to field managers of all levels and assist in the interpretation of their unique story within available reporting and analyses to provide strategic advice and insight
</li><li>Prepare Fully-Loaded reporting for the WM branch network
</li><li>Act as a culture carrier; embody the Firm's values and hold yourself accountable to Firm standards
</li><li>Cross-functional role working and learning with other teams to gain key insights. Including but not limited to: Business Management, Product, Accounting, Bank, Strategy, Data, offshore teams, etc.
</li><li>Develop enhanced analyses through partnership and collaboration to drive greater transparency, business performance evaluation and business strategy formulation
</li><li>Respond to inquiries and, as a primary field contact, facilitate redirecting unrelated inquiries to the appropriate SMEs to provide timely responses to our partners
</li><li>Additional ad hoc analyses and recurring reporting as necessary
</li></ul></div><div>What you'll bring to the role:
 
<ul><li>Advanced understanding of Finance functional area, product and/or client segment and technical skills, as well as of industry and competitive environment
</li><li>B.A./B.S. in relevant field
</li><li>Up to 3 years of relevant experience
</li><li>A high aptitude for numbers and a quick grasp of new applications and technology
</li><li>Must be willing to learn, grow and remain agile
</li><li>Experience working effectively with large data sets, clearly articulating multifaceted results and responding to questions
</li><li>A desire to work in a team-based environment and contribute as a team player
</li><li>Extremely proficient with both Microsoft Excel &amp; PowerPoint
</li><li>Experience/ Familiarity with Dataiku, IBM Planning Analytics (TM1), SAP Business Objects, UiPath, Oracle Essbase, and Tableau preferred.
</li><li>Knowledge of advanced aggregation tools, namely: Macros, SQL or Python are a plus.
</li></ul></div>WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients &ndash; helping them reach their goals. We do it in a way that&rsquo;s differentiated &ndash; and we&rsquo;ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren&rsquo;t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you&rsquo;ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There&rsquo;s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Expected base pay rates for the role will be between $100,000 and $115,000 per year at the commencement of employment. However, base pay if hired will be determined an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs
Morgan Stanley's goal is to build and maintain a workforce that is diverse in experience and background but uniform in reflecting our standards of integrity and excellence. Consequently, our recruiting efforts reflect our desire to attract and retain the best and brightest from all talent pools. We want to be the first choice for prospective employees.
It is the policy of the Firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, sex stereotype, gender, gender identity or expression, transgender, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy, veteran or military service status, genetic information, or any other characteristic protected by law.
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).</div>

Wealth Management Finance, Associate (Advisor Channel)

<div>
 
 Company Overview
 
 
 
 KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds. KKR&rsquo;s insurance subsidiaries offer retirement, life and reinsurance products under the management of Global Atlantic Financial Group. References to KKR&rsquo;s investments may include the activities of its sponsored funds and insurance subsidiaries.
 
 
 
 Skills And Attributes
 
 
 
 <ul>
 <li>
 Ability to manage highly sensitive, confidential information with complete discretion
 </li>
 <li>
 Ability to manage a high volume of work, multi-tasking and prioritizing tasks and projects according to what is most time-sensitive
 </li>
 <li>
 Excellent written communication and research skills
 </li>
 <li>
 Extensive experience managing complex and fluid calendars
 </li>
 <li>
 Excellent organizational skills to support the productivity of the whole team (i.e. filing systems, trackers, contacts)
 </li>
 <li>
 Critical thinker; excellent judgment; proactive and able to anticipate Executive&rsquo;s needs
 </li>
 <li>
 Team player capable of working with internal and external stakeholders in a way that reflects the Firm&rsquo;s core values and principles (high integrity, apolitical, non-arrogant, commitment to excellence, treating others with respect)
 
 
 </li>
 </ul>
 Communication and Information Management
 
 
 <ul>
 <li>
 Review incoming mail and/or email, prioritize and summarize content, and process replies on own initiative or from Executives&rsquo; notes and directives
 </li>
 <li>
 Compose, draft, proof, edit, and finalize correspondence including e-mail and other documents
 
 
 </li>
 </ul>
 Planning
 
 
 <ul>
 <li>
 Handle planning logistics for domestic and international trips; provide detailed itineraries, agendas, directions, and backup materials; prepare expense reports in timely manner ensuring accuracy and submit in accordance with Firm policy
 </li>
 <li>
 Manage and Monitor Executives&rsquo; calendars and anticipate where problems might arise regarding calendar, meeting preparation, needs of executives involved, requests for meetings and telephone calls; communicate potential and/or confirmed changes to involved parties immediately
 </li>
 <li>
 Schedule and coordinate meetings and Executive events, inform attendees of dates and time, reserve meeting space, ensure the appropriate equipment/materials are available, coordinate hospitality services as needed
 
 
 </li>
 </ul>
 Liaison and Teamwork
 
 
 <ul>
 <li>
 Liaise with portfolio organizations, investors, guests, and all KKR personnel in professional and courteous manner adhering to KKR&rsquo;s culture and values statements
 </li>
 <li>
 Act in discreet and professional manner with others; sensitivity to the confidential nature of the Firm&rsquo;s business and consistently uphold such confidences, using this information only in the course of performing your job for KKR
 </li>
 <li>
 Act as a team player, including taking on additional tasks to support colleagues and the Firm and offering to help before being asked
 
 
 </li>
 </ul>
 
 Ideal Experience/Qualifications
 
 
 
 <ul>
 <li>
 Eight plus years&rsquo; experience as an Executive Assistant; college degree
 </li>
 <li>
 Financial industry knowledge highly desirable
 </li>
 <li>
 Excellent writing, editing, and verbal communication skills
 </li>
 <li>
 Advanced computer skills using Microsoft Office Suite: Word, Excel, PowerPoint and Outlook; able to quickly and accurately produce/edit Excel spreadsheets and PowerPoint presentations
 </li>
 <li>
 Research savvy with extensive experience using online resources
 </li>
 <li>
 Excellent diplomatic skills; skilled at developing and maintaining personal, social, and business relationships representing KKR in professional manner
 </li>
 <li>
 Highly developed planning and organizational skills; able to anticipate change, adjust responses accordingly, and initiate steps to maximize resources toward a common objective
 </li>
 <li>
 Superior time management skills; critical thinker with strong attention to detail
 
 
 </li>
 </ul>
 This is the expected range of daily salary rate for this position. Actual daily salary rate may vary based on several factors, such as skill, experience, and qualification for the role.
 
 
 Hourly Rate
 
 
 $65,000&mdash;$120,000 USD
 
 
 KKR is an equal opportunity employer. Individuals seeking employment are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, sexual orientation, or any other category protected by applicable law.
 
 
 KKR will provide reasonable accommodations as required by applicable federal, state, and/or local laws. Individuals seeking an accommodation for the application or interview process should email Benefits@kkr.com. Emails sent for unrelated issues, such as following up on an application, will not receive a response.
 
 
 If you are a qualified individual with a disability or a disabled veteran, you may request a reasonable accommodation if you are unable or limited in your ability to use or access https://www.kkr.com/careers because of your disability. You can request reasonable accommodations by sending an email to Benefits@kkr.com. Only emails left for this purpose will be returned.
 
 
 
 Massachusetts Applicants:
 
 It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. This notice applies only to applicants and employees who work or will work in Massachusetts, in accordance with applicable state law.
</div>

Executive Assistant - Wealth

Masterworks

<div><h2 class="jobSectionHeader">About Masterworks</h2>
Masterworks Advisers is a Registered Investment Adviser that advises clients on art-related investment products. We allow anyone to invest in SEC-qualified shares of multi-million dollar paintings by artists like Banksy, Basquiat, and Picasso. We have introduced over 1 million individuals to the $2.2 trillion art market.
Masterworks has been covered by The New York Times, CNBC, The Wall Street Journal, and the Financial Times, and was recognized as one of the Top 50 Startups in the US by LinkedIn. In 2021, we achieved unicorn status with a $110M Series A at a valuation exceeding $1 billion. We are based at 1 World Trade Center in New York City's Financial District.
<h2 class="jobSectionHeader">Why Masterworks?</h2>
If you answered &quot;Yes&quot; to any of the below, we'd love to hear from you!
<ul><li>Are you passionate about democratizing alternative investments?</li><li>
Are you interested in working for a disruptive start-up, focused on a new asset class?</li><li>
Do you enjoy meaningful work that has a noticeable impact on business performance?</li></ul>
<h2 class="jobSectionHeader">Position Overview</h2>
As a Senior Investment Adviser for Masterworks Advisers, you will be a trusted, high-impact contributor on our advisory team &mdash; bringing deep financial expertise and a proven track record of client relationship management, and play a pivotal role in growing our investor community &mdash; whether guiding prospective investors through their first art investment or nurturing relationships with our established member base.
You will be matched to one of two senior advisory tracks based on mutual fit identified during the interview process:
<ul><li>New Investor Onboarding (Senior): Lead complex onboarding engagements with high-net-worth and sophisticated prospective clients. Set the standard for advisory quality, providing investment recommendations on fine art and other real or digital assets (gold, Bitcoin, etc.) .</li><li>
Existing Investor Growth (Senior): Own a portfolio of established investors, driving significant repeat investment activity through proactive outreach, annual portfolio reviews discussing highlights and lowlights, and strategic presentation of new offerings. Maximize investor lifetime value and wallet share.</li></ul>
In either track, you will combine expertise in financial markets, portfolio construction, and macroeconomics with refined relationship skills to deliver an exceptional investor experience. Comprehensive training on the art market, art as an asset class, and Masterworks offerings is provided.
<h2 class="jobSectionHeader">Responsibilities</h2>
<ul><li>Serve as a senior adviser to prospective or existing investors, delivering highly consultative guidance on blue-chip art as an alternative asset and other real or digital assets (gold, Bitcoin, etc.)</li><li>
Lead portfolio reviews, present new artwork investment opportunities, and drive investment decisions with confidence and credibility</li><li>
Strategically re-engage high-value inactive or lapsed investors and convert them back into active platform members (existing investor track)</li><li>
Cultivate and grow deep, long-term relationships with a sophisticated investor base to maximize investment activity and lifetime value</li><li>
Leverage CRM tools and data dashboards to optimize pipeline management, outreach strategy, and performance metrics</li><li>
Ideate, design, and test advanced strategies to identify new growth vectors and consistently exceed KPIs</li><li>
Collaborate cross-functionally with Product, Marketing, and FinOps to drive specific business objectives</li></ul>
<h2 class="jobSectionHeader">Team Overview</h2>
<ul><li>Masterworks Advisers is a team of ~15 advisers and growing, with Senior Advisers playing a leadership role within the group</li><li>
Advisers come from diverse professional backgrounds; Senior Advisers are expected to model excellence and raise the bar for the team</li><li>
Track placement (new investor onboarding vs. existing investor growth) is determined collaboratively during the interview process</li></ul>
<h2 class="jobSectionHeader">Requirements &amp; Preferred Skills</h2>
<ul><li>5+ years of experience in investment advising, financial advising, or a similar client-facing role</li><li>
Demonstrated track record of managing high-value client relationships and achieving strong revenue or growth outcomes</li><li>
Ability to communicate with sophistication, authority, and professionalism with high-profile and high-net-worth investors (verbal and written)</li><li>
Deep interest in alternative assets, financial markets, and macroeconomics</li><li>
Excellent organizational, problem-solving, relationship-building, and time management skills</li><li>
Series 65 license from FINRA (required)</li><li>
Highly results-driven with a competitive, ownership-oriented mentality</li><li>
Proven ability to lead and perform in a fast-paced, high-volume environment</li><li>
Proficiency with CRM tools strongly preferred (e.g., HubSpot)</li><li>
Passion for the &quot;business of art&quot; is a plus &mdash; no prior art knowledge required</li></ul>
<h2 class="jobSectionHeader">Compensation &amp; Benefits</h2>
Compensation range: $150,000 &ndash; $200,000
Benefits include: Daily catered lunches &middot; Free admission to art museums and galleries &middot; Health, dental, and vision coverage with FSA options &middot; Paid Parental Leave &middot; PTO and 401k &middot; Discounted Equinox membership &middot; Happy hours, company outings, social clubs, and more</div>

Senior Wealth Advisor

<div>JOB DESCRIPTION 
The Global Private Bank Early Careers Development Lead is an Executive Director&ndash;level role that is critical to the development of the Global Private Bank&rsquo;s future Advisors. The position provides the opportunity to contribute to program strategy; manage execution through a team of program managers; partner with operating‑committee members of the Global Private Bank (GPB) businesses to understand their needs; and collaborate closely with HR partners (Talent, HR Business Advisors, Recruiting, Compensation) and other stakeholders (Client Skills Training, New Hire Experience, Marketing, Finance, and Business Management). The ability to work with multiple stakeholders, oversee the end‑to‑end journey from internship through VP promotion, and guide the development of future Advisors is essential to this role.
Job Responsibilities:<ul><li>
Partner with the Head of AWM Talent to provide critical input into the strategy for the Analyst &amp; Associate (A&amp;A) Programs in the GPB
</li><li>Oversee execution of A&amp;A programs in conjunction with the team to ensure high-quality outcomes across programs, including participant experience, quality of hire, development, performance, promotion and retention</li><li>
Manage the program portfolio by balancing business priorities and scaling delivery to support GPB&rsquo;s aggressive Advisor growth strategy</li><li>
Represent Early Careers at the GPB leadership table as needed, providing updates on strategic plans and overall program management strategy and effectiveness</li><li>
Oversee Program Management team and partner with Recruiting teams to ensure a successful summer internship program experience, from pre-internship activities through conversion to full-time employment
</li><li>Drive consistency and define a robust governance model around program management, including ownership of delivery areas, support levels, client and participant engagement, and development, compensation, risk and controls, and other program components</li><li>
Directly manage a centralized team of Program Management professionals aligned to the GPB</li><li>
Engage with and serve as the primary point of contact for various cross-functional stakeholders in the GPB who have a substantial interest or play a substantial role in A&amp;A programs, including the broader Talent team, Campus and Lateral Recruiting, Client Skills Training Team, HR Business Advisors, Employer Brand, and Business Management</li><li>
Build strong relationships with key business leaders in the GPB to secure sponsorship, resource commitments, and participation in recruiting and people management activities
</li><li>Be accountable for program management data and analysis that drive key insights, trends and recommendations
</li><li>Maintain domain expertise, competitive intelligence, and champion best practices in program management techniques, developmental learning, generational insight, competitive benchmarking, and performance management</li></ul>
Required Qualifications<ul><li>
Bachelor's degree and 12+ years relevant experience</li><li>
Financial Services, Human Resources, entry-level program management and/or related knowledge/experience</li><li>
Demonstrated ability to lead and manage a team
</li><li>Excellent verbal and written communication skills</li><li>
Strong public speaking and presentation skills</li><li>
Data analysis and executive reporting capabilities</li><li>
Ability to translate the business strategy into a comprehensive Analyst and Associate program management agenda</li><li>
Ability to build strong relationships and work collaboratively with key partners and stakeholders; demonstrated track record of influencing senior stakeholders with strong viewpoints is particularly important</li><li>
Strong organizational and planning capabilities; ability to multi-task with demonstrated track record of setting and executing end-to-end project or program strategies</li><li>
Strong analytical skills with an ability to assess situations using both qualitative and quantitative factors</li><li>
Judgment in managing conflict; solving problems and making sound decisions in a fast paced environment</li></ul>
Preferred Qualifications:<ul><li>
Knowledge of private banking / wealth management a plus</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
<div>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div><div> 
 
</div><div>Human Resources plays a critical role in driving the employee experience, shaping the firm&rsquo;s culture and building a diverse and inclusive workforce. We are a strategic partner to the business &mdash; working with leaders across the firm to hire, develop and retain the best people and help meet business goals. Together, we foster a work environment in which our people are supported, feel like they belong and are able to make an impact through their work. We develop and deliver a suite of products and services that help make JPMorgan Chase an employer of choice and drive our business forward.</div></div>

Global Private Bank Early Careers Development Lead, Executive Director

<div>JOB DESCRIPTION 
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan&rsquo;s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. 
 
As a Program Banker Analyst in the U.S. Private Bank, you will work on an integrated team with our bankers, global investment specialists, capital advisors, and trust and estate experts to bring in new clients and to serve existing clients. As a top performing Analyst, you will have the opportunity to continue onto the next phase at the firm as an Associate at the end of the program. Promotional opportunities within J.P. Morgan are based on our business needs and the Analyst&rsquo;s performance. The two-year Analyst Program provides exposure to our multiple business areas within the Private Bank including but not limited to credit and lending, multi-asset class investments, wealth advisory and estate planning.
Job Responsibilities<ul><li>
Supports senior fund bankers with day-to-day and strategic relationship management for all fund clients and fund-related activity (private equity, venture capital, hedge funds), with core product focuses being cash management, lending, and capital markets</li><li>
Help devise customized financial strategies for existing and prospective clients
</li><li>Prepare pitch books and meeting materials</li><li>
Collaborate with integrated team members to analyze balance sheets and understand a clients&rsquo; investment objectives to produce customized recommendations that consider appropriate risk/return objectives</li><li>
Become an expert in a range of proprietary models to provide recommendations on tailored solutions</li><li>
Conduct research and analysis; assist with product development and prospecting efforts</li><li>
Research client inquiries and manage follow up communication and materials</li><li>
As you progress in your role, you will assume significant responsibility by interacting frequently with senior management and working directly with clients</li></ul>
Required Qualifications, Capabilities, and Skills<ul><li>
Bachelor&rsquo;s degree with a minimum overall GPA of 3.2
</li><li>No more than two years of work experience following completion of undergraduate program</li><li>
Demonstrated aptitude for sales and client relationship management</li></ul>
Preferred Qualifications, Capabilities, and Skills<ul><li>
Superior multi-tasking and organizational skills
</li><li>Excellent communication skills and poise giving presentations</li><li>
Genuine interest in financial markets and macro-level economic trends</li><li>
Ability to leverage both quantitative and qualitative resources to understand complex financial situations and present solutions</li></ul>
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
 
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - AWM Program Analyst - Fund Banking

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