Asset Management - Client Advisor - RIA Channel - Southeast

JPMorgan Chase & Co.; Atlanta (GA); Sur place; USD 90 000 - 120 000; Plein temps

Résumé du poste

J.P. Morgan Asset Management is seeking a Client Advisor in the Institutional Advisor Channel to cover the Southeast, including Georgia, North Carolina, South Carolina, and Southern Virginia.

You will lead an Integrated Client Team to deliver investment solutions and build lasting client relationships with RIAs, Private Banks, and Multi-Family Offices. Responsibilities include expanding relationships, delivering consultative investment solutions across ETFs, mutual funds, SMAs, and alternatives;

Qualifications

• Bachelor's degree required.
• Series 7 and 63 securities licenses required.
• Proven experience in client relationship management, preferably in 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.

Responsabilités

• Lead and expand relationships with clients, focusing on RIAs, Private Banks, Trust Companies, and Multi-Family Offices.
• Deliver consultative investment solutions, positioning ETFs, mutual funds, SMA, and alternative investments to increase assets under management.
• Communicate JP 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.
• Travel regularly within the assigned territory to meet with clients and prospects.

Connaissances

Communication skills

Presentation skills

Interpersonal skills

Team collaboration

Professionalism

Formation

Bachelor's degree

Outils

Series 7 license

Series 63 license

Description du poste

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 will cover the Southeast including Georgia, North Carolina, South Carolina, and Southern Virginia, 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. You will build lasting client relationships, act as a trusted solutions provider, and collaborate closely with internal partners to drive success.

Job Responsibilities:

• Lead and expand relationships with 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 the Southeast.