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

JPMorganChase; New York (NY); On-site; USD 95,000 - 150,000; Full time

Job summary

JPMorganChase's Global Liquidity division seeks an Asset Management Program Analyst - Internal Client Advisor to partner with 2-3 Client Advisors, manage existing relationships, and market Global Liquidity products.

The role includes earning regulatory licenses (SIE, 7, 63) and working with external sales to drive results, identify opportunities, and ensure onboarding and KYC/AML compliance, with a strong emphasis on achievement and cross-selling.

Qualifications

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

Responsibilities

• Partner with 2-3 Client Advisors to identify and develop new business opportunities with clients/prospects.
• Identify, pursue and close cross-sell opportunities with existing clients and prospects.
• Cultivate and manage client relationships with ongoing communication and updates.
• Deliver value-add tools, product information and market insights to key clients.
• Coordinate with the Client Service Team to ensure onboarding and KYC/AML compliance.
• Promote best practices and collaborate with the broader Global Sales team.

Skills

Client relationship management

Cross-selling

Prospecting

Industry/product knowledge

Education

Bachelor degree

Tools

Series 7

Series 63

SIE

Job description

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 be responsible 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 degree required
• Licenses: Series 7, 63 and SIE

Preferred Qualifications, Skills And Capabilities

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

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
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. Additional details about total compensation and benefits will be provided during the hiring process.
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. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.