Vice President, Private Bank Alternative Investment Specialist Greater Dallas, TX Area

The Company is seeking a Vice President, Private Bank Alternative Investment Specialist to advise investment advisors and clients on alternative investment opportunities and product launches. Responsibilities include analyzing multi-asset portfolios and recommending alternative investment products and implementation approaches. The specialist will explain manager selection and how the alternative investment platform aligns with the private banking strategy, while representing the team in internal and external meetings. The role also involves collaborating across functions, mentoring junior colleagues, and building relationships with managers, clients, and investors. Candidates should have at least six years of relevant experience in investment sales, alternative investment due diligence, investor relations, or product specialist roles, including experience with both private investments and hedge funds. Hands-on knowledge of hedge funds, private equity, private credit, and real estate is required, along with investment management sales experience and familiarity with capital markets. Strong communication, interpersonal, teamwork, and presentation skills are essential. The required securities examinations are the General Securities Representative and Uniform Securities Agent State Law exams; candidates may complete them after starting.

Hiring Company

JPMorgan Chase & Co.