Asset Management Global Liquidity & Cash - Program Analyst (Client Advisor)

JPMorgan Chase & Co.; City of Rochester (NY); On-site; USD 65,000 - 90,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Asset Management Program Analyst - Global Liquidity (Internal Client Advisor) to partner with 2-3 Client Advisors and manage relationships with existing clients while proactively engaging prospects to market JPMorgan Global Liquidity products and services.

The role requires earning regulatory licenses (Series SIE, 7, 63 & 3) and collaborating with external salespersons to drive sales results.

Qualifications

• Proven results in client relationship management, cross-sell experience and prospecting.
• Ability to learn and use industry/product knowledge by understanding client needs and the marketplace.
• Capacity to build relationships with both internal and external clients.
• Demonstrates a working knowledge of fixed income investment products.
• Bachelor degree required.
• Licenses: Series 7, 63 and SIE.

Responsibilities

• Work with 2-3 Client Advisors to identify and develop new business opportunities with clients/prospects and assist with territory management.
• Identify, pursue and close cross-sell opportunities with existing clients and prospects.
• Cultivate and manage client relationships by responding to inquiries and providing updates.
• Deliver toolkits, product information and market insights to key clients.
• Coordinate with Client Service Team to onboard and ensure KYC/AML compliance.
• Promote cross-team cooperation with Client Advisors and Global Sales.
• Develop relationships with bank partners and JPMAM Portfolio Managers to support clients.

Skills

Client relationship management

Cross-selling

Prospecting

Fixed income knowledge

Education

Bachelor's degree

Tools

Series 7

Series 63

SIE

Job description

Global Liquidity (GL), is a division within J.P. Morgan Asset Management focused on providing customized fixed income solutions to both domestic and multinational corporations, as well as, Financial Intermediaries. Our global investment solutions are delivered to clients through mutual funds, as well as, separately managed portfolios, across multiple currencies. With over $837.7B in assets under management and offices located throughout the world, GL is one of the leaders in short-term cash management.

Job summary:

As an Asset Management Program Analyst - Global Liquidity (Internal Client Advisor) you will beresponsible for partnering with 2-3 Client Advisors to manage existing client relationships and proactively engage prospects to market JPMorgan Global Liquidity products and services. This role requires earning regulatory licenses and working closely with external salespersons to drive positive sales results. Key objectives include identifying new business opportunities, cultivating client relationships, delivering value-added tools and market insights, and ensuring compliance with onboarding requirements. Successful candidates should demonstrate proven results in client relationship management, cross-selling, and prospecting, with a strong drive for achievement and excellence.

Job responsibilities:

The primary role of the Internal Client Advisor (ICA) is to partner with 2-3 Client Advisors, covering their defined territories. The ICA will assist with managing existing client relationships, as well as, proactively call on prospects and market JPMorgan Global Liquidity products and services. The position requires accountability to an external salesperson covering their corresponding region, while driving positive sales results. Once in the role, the Internal Client Advisor is expected to earn regulatory licenses (Series SIE, 7, 63 & 3). Candidates should be self-starters who have a strong desire to succeed and to achieve goals in a consistent and timely manner.

• Work with 2-3 Client Advisors to identify and develop new business opportunities with clients/prospects, as well as, assist with their territory management
• Identify, pursue and close cross-sell opportunities with existing clients and prospects
• Cultivate and manage client relationships, by responding to inquiries, providing ongoing communication/updates and develop a comprehensive view of their business and investment requirements
• Deliver "the best of the firm" to key clients through value-add tools/support, product information/updates and access to market insights
• Coordinate with the Client Service Team to ensure proper onboarding and execution of KYC / AML requirements
• Ensure cross-team cooperation by identifying and promoting best practices, working closely with Client Advisors and the broader Global Sales team
• Develop and strengthen internal relationships with bank partners (TS, GCB, CB, IS, IB), JPMAM Portfolio Managers, Investment Specialists, Client Advisors and Client Service/Operations

Required qualifications, skills and capabilities:

• Proven results in client relationship management, cross-sell experience and prospecting. Demonstrates a drive for achievement and compels others to strive for excellence
• Ability to learn and use industry/product knowledge by understanding client needs, the competition, as well as, the marketplace
• Capacity to build relationships with both internal and external clients
• Demonstrates a working knowledge of fixed income investment products
• Bachelor degreerequired
• Licenses: Series7, 63 and SIE

Preferred qualifications, skills and capabilities:

• 1+ year's financial services experience preferred and/or directly related sales experience