Asset Management - External Client Advisor, Manitoba & Saskatchewan - Vice President

JPMorganChase; Winnipeg; On-site; CAD 80,000 - 120,000; Full time

Job summary

Join a leading asset management firm as an External Client Advisor, responsible for expanding business in Manitoba and Saskatchewan. Utilize your 10 years of experience in financial services to build strong client relationships and drive sales growth. Be part of a collaborative team, contributing to innovative investment strategies in the Canadian retail market.

Qualifications

• 10 years experience with financial services company in sales/specialist role.
• Extensive experience in mutual funds and ETF space.
• Proficient in client communication and relationship management.

Responsibilities

• Proactively contact firms for increased penetration and new advisor referrals.
• Perform various sales functions including presentations and client meetings.
• Work closely with internal teams on product implementation.

Skills

Change Management

Financial Services

Growing Experience

Leadership Experience

Negotiation

Analytics

Education

4 year degree

Tools

MS Office

Job description

At J.P. Morgan Asset Management we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $3.7 trillion in assets under management across 25 countries to secure what matters most to the individuals families companies and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $40B CAD under management. We have offices in Vancouver Toronto & Montreal and serve institutions sub advisory clients consultants and financial advisors across the country.

As an External Client Advisor within the field sales team you will provide coverage in Manitoba and Saskatchewan coordinating business development efforts establishing key client relationships and managing campaigns and marketing activities. You will have the opportunity to be part of a leading asset manager and contribute to the expansion of investment capabilities in the Canadian retail market.

Job Responsibilities

• Proactively contact firms in Manitoba and Saskatchewan to identify avenues for increased penetration including but not limited to new advisor referrals conference / meeting opportunities and website presence.
• Perform a variety of sales functions including client meetings client follow-up proposal generation presentations public speaking and attending seminar and industry events.
• Be the primary point of contact for advisors with regards to JP Morgan products
• Leverage a consultative approach to gain a thorough understanding of the clients needs.
• Be a subject matter expert on the implementation on all JPMorgan products.
• Work closely with internal sales associate marketing legal and compliance.
• Partner with senior leadership team product teams and marketing to develop five year road map for the territory

Required qualifications capabilities and skills

• 10 years experience with financial services company in sales / specialist role
• Extensive experience in the mutual funds ETFs private alternative space including experience in various structures of private alternatives.
• Existing relationships with key decision makers and centers of influence
• Experience in working and supporting financial advisors in Manitoba and Saskatchewan
• Ability to communicate information and state problems or challenges to be resolved in a clear concise courteous and professional manner.
• Client focused possessing the ability to align processes procedures systems and personnel to meet the needs of firms.
• Ability to thrive in a challenging and collaborative sales environment.
• Proficient computer skills with strong knowledge of MS Office Word Excel and PowerPoint
• Frequent travel is required.
• Available to work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available (especially during regular business hours or shifts) to communicate with subordinates supervisors and co-workers.
• 4 year degree.

Preferred qualifications capabilities and skills

• MBA CFA CIM CAIA preferred.

Required Experience :

Unclear Seniority

Key Skills

Change Management,Financial Services,Growing Experience,Managed Care,Management Experience,Analysis Skills,Senior Leadership,Performance Management,Process Management,Leadership Experience,negotiation,Analytics

Employment Type : Full-Time

Experience : years

Vacancy : 1

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