Asset Management - External Client Advisor, Montreal - Vice President

JPMorgan Chase & Co.; Montreal; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading asset management firm seeks an External Client Advisor for their Montreal office. In this role, you will drive business development initiatives, build significant client relationships, and contribute to expanding investment capabilities in the Canadian retail market. Ideal candidates will have extensive experience in finance and existing connections within the region, alongside fluency in French.

Qualifications

• 10+ years’ experience with financial services in a sales/specialist role.
• Experience in mutual funds, ETF’s, SMA’s, private alternatives.
• Existing relationships with decision makers in Montreal.

Responsibilities

• Contact firms to identify new advisor referrals and opportunities.
• Perform sales functions: client meetings, proposals, presentations.
• Collaborate with internal teams to develop a roadmap for Canadian Business.

Skills

Sales experience

Client relationship management

Consultative approach

Fluency in French

Communication

Education

4 year degree

Job description

• Morgan Asset Management is dedicated to providing exceptional service to our clients and business partners, leveraging our global firm's capabilities. Our Sales teams, marketing support, and product specialists help clients build stronger portfolios, offering investment solutions tailored to their goals. The opportunity to offer fund solutions to the Canadian retail advisor community represents a significant opportunity for our leading asset management firm.

As an External Client Advisor within our Business Development team, you will be responsible for providing field sales coverage in Montreal and surrounding areas. Your role will involve coordinating business development initiatives, establishing crucial client relationships, and managing campaigns and marketing activities. You will have the unique opportunity to contribute to the expansion of our investment capabilities in the Canadian retail market as part of a leading asset management firm.

Job Responsibilities

• Proactively contact firms 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 client’s needs.
• Be a subject matter expert on the implementation on all JPMorgan products.
• Work closely with internal sales associate, marketing, legal and compliance.
• Collaborate with the senior leadership team, product teams, and marketing to develop a five-year roadmap for the Canadian Business.

Required qualifications, capabilities and skills

• 10+ years’ experience with financial services company in sales / specialist role
• Extensive experience in the mutual funds, ETF’s, SMA’s, private alternative space, including experience in various structures of private alternatives.
• Existing relationships with key decision makers and centers of influence within Montreal and surrounding areas
• Experience in working and supporting financial advisors in Montreal and surrounding areas.
• Ability to communicate information and state problems or challenges to be resolved in a clear, concise, courteous and professional manner.
• Frequent travel is required and 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.
• Fluency in French is a requirement.

Preferred qualifications, capabilities and skills

• MBA, CFA, CIM, CAIA preferred.