Asset Management - Client Advisor - RIA Channel, Chicago

Aumni; Chicago (IL); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Join J.P. Morgan Asset Management as a Client Advisor in Chicago, covering Northern Illinois, Northern Indiana, and Southern Wisconsin. In this role, you will lead relationships with institutional clients and deliver tailored investment solutions. Essential qualifications include a Bachelor’s degree, Series 7 & 63 licenses, and strong client relationship management skills. You will also travel regularly within the assigned territory and must have a proven track record of success in similar roles. A competitive rewards package is offered, along with comprehensive benefits.

Qualifications

• Proven experience in client relationship management, preferably in an institutional or advisory setting.
• High level of professionalism, organization, and discipline.
• Willingness to travel weekly within the assigned territory.

Responsibilities

• Lead and expand relationships with institutional clients, focusing on Registered Investment Advisors.
• Deliver consultative investment solutions, increasing assets under management.
• Communicate J.P. Morgan’s perspectives on markets and portfolio construction.

Skills

Client relationship management

Communication skills

Presentation skills

Interpersonal skills

Team collaboration

Consultative mindset

Education

Bachelor’s degree

Series 7 & 63 securities licenses

Job description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.

As a Client Advisor in the Institutional Advisor Channel, you will cover Northern Illinois, Northern Indiana, and Southern Wisconsin, serving Registered Investment Advisors, Private Banks, Trust Companies, and Multi‑Family Offices. You will lead an Integrated Client Team to deliver J.P. Morgan’s investment solutions—including ETFs, mutual funds, separately managed accounts, and alternatives—while communicating our market views and portfolio insights.

Job Responsibilities

• Lead and expand relationships with institutional clients, focusing on Registered Investment Advisors, Private Banks, Trust Companies, and Multi‑Family Offices.
• Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.
• Communicate J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through established programs and thought leadership.
• Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
• Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
• Demonstrate a solutions‑oriented, consultative approach to client engagement.
• Organize and lead client meetings, presentations, and events within the territory.
• Manage time and resources efficiently, ensuring effective coverage and support for all clients.
• Uphold J.P. Morgan’s values of integrity, excellence, and partnership in all interactions.
• Travel regularly within the assigned territory to meet with clients and prospects.

Required Qualifications, Capabilities and Skills

• Bachelor’s degree required.
• Series 7 & 63 securities licenses.
• Proven experience in client relationship management, preferably in an institutional or advisory setting.
• Strong communication, presentation, and interpersonal skills.
• Demonstrated ability to work collaboratively within a team structure.
• High level of professionalism, organization, and discipline.
• Willingness to travel weekly within the assigned territory.
• Consultative mindset with a focus on delivering client‑centric solutions.
• Commitment to J.P. Morgan’s values and a drive for excellence.

Preferred Qualifications, Capabilities and Skills

• Experience in wholesaling (internal or external) is preferred.
• Innovation mindset and adaptability to change.
• Emotional intelligence and strong interpersonal skills.

Additional Information

This role requires regular travel within Northern Illinois, Northern Indiana, and Southern Wisconsin.

Benefits and Compensation

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.

Equal Opportunity Employer

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’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

Join JP Morgan Asset Management as a Client Advisor—lead relationships, drive growth and make a real impact while advancing your career.