Asset Management - Client Advisor - RIA Channel, Northern California

Testing Site - JPMC; San Francisco (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

J.P. Morgan Asset Management in California seeks a Client Advisor in the Institutional Advisor Channel to cover Northern California and the San Francisco Bay Area. You will lead an Integrated Client Team to deliver investment solutions and build lasting client relationships with RIAs, Banks, and Family Offices.

You will collaborate with internal partners to drive success, communicate market views, and position funds, ETFs, and managed accounts. Regular travel is required.

Qualifications

• Bachelor’s degree required.
• Series 7 and 63 licenses required.
• 3 years of client relationship management experience.
• Strong communication, presentation, and interpersonal skills.
• Willingness to travel weekly within the assigned territory.

Responsibilities

• Establish and grow relationships with RIAs, Bank & Trusts, and Family Offices in Northern California/San Francisco Bay Area.
• Lead the Integrated Client Team to deliver consultative investment solutions and increase assets under management.
• Position mutual funds, ETFs, separately managed accounts, and alternative investments to clients.
• Communicate J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through relevant programs.
• 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.

Skills

Communication skills

Presentation skills

Interpersonal skills

Team collaboration

Professionalism

Willingness to travel

Education

Bachelor's degree

Job description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client serviceteams, marketing support, andproduct specialists, are dedicated to the support of our clients and leveragethe capabilities of our global firmto deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.

As a Client Advisor in the Institutional Advisor Channel, you cover Northern California and the San Francisco Bay Area, serving Registered Investment Advisors, Bank & Trusts, and Family Offices. You lead an Integrated Client Team to deliver J.P. Morgan’s investment solutions—including mutual funds, ETFs, separately managed accounts, and alternatives—while communicating our market views and portfolio insights. You build lasting client relationships, act as a trusted solutions provider, and collaborate closely with internal partners to drive success.

Job Responsibilities:

• Establish and grow relationships with RIAs, Bank & Trusts, and Family Offices in Northern California/San Francisco Bay Area.
• Lead the Integrated Client Team to deliver consultative investment solutions and increase assets under management.
• Position mutual funds, ETFs, separately managed accounts, and alternative investments to clients.
• Communicate J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through Guide to the Markets, Guide to Alternatives, and Portfolio Insights programs.
• 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.
• Series 7 & 63 securities licenses.
• 3 years of 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).
• Innovation mindset and adaptability to change.
• Emotional intelligence and strong interpersonal skills.

Additional Information:

This role requires regular travel within Northern California and the San Francisco Bay Area.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.