Asset Management - Internal Client Advisor - Associate

TwinThread; New York (NY); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

Job summary

TwinThread is seeking an Internal Client Advisor Associate in New York, NY. In this role, you will help financial advisors navigate capital markets, market mutual funds, and partner with External Client Advisors. A competitive rewards package including salary and commission-based pay is on offer, along with comprehensive benefits.

The ideal candidate will possess a Bachelor’s degree, a passion for sales, and relevant certifications. Join us in delivering exceptional financial solutions to clients.

Qualifications

• Bachelor's degree.
• Self-starter with passion for sales and the financial markets.
• Proven results shown through sustainable achievement in a competitive environment.
• Ability to learn and demonstrate industry and product knowledge.
• Capacity to build relationships across entire organization and with partner firms.
• Series 7 and Series 63.

Responsibilities

• Develop strong relationships with clients through proactive phone conversations.
• Provide superior client service focused on clients’ needs.
• Leverage technological tools to showcase resources.
• Partner with external wholesaler to align on sales goals.
• Demonstrate effective territory management skills.
• Convey market insights to aid clients’ understanding.
• Assist in constructing risk-adjusted portfolios.

Job description

Asset Management - Internal Client Advisor - Associate

NY, United States

Job Description

JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies – equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value‑added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion.

Job Summary

As an Internal Client Advisor Associate within the Asset Management team, you will be responsible for helping financial advisors understand the complexities of capital markets and offering timely solutions. You will play a key role in marketing mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor. This role provides an opportunity to demonstrate your passion for the financial industry.

Job Responsibilities

• Develop strong relationships with top‑tier clients and prospects through consultative, proactive phone conversations that deliver the JPMorgan value proposition
• Provide superior client service by being responsive, thoughtful and making the clients’ needs the focus
• Leverage cutting‑edge technological tools to showcase our resources to financial advisors in a more user‑friendly way
• Partner with Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory’s sales goals
• Demonstrate effective territory management skills by focusing on timely follow‑up, advisor scheduling and lead generation
• Convey the thought leadership of our Market Insights team to aid clients’ understanding of the ever‑changing market landscape
• Assist financial advisors in constructing strong risk‑adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team

Required Qualifications, Capabilities, and Skills

• Bachelor’s degree
• Self‑starter with passion for sales and the financial markets
• Proven results shown through sustainable achievement in a competitive environment
• Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
• Capacity to build relationships across entire organization and with our partner firms
• Series 7 and Series 63

Preferred Qualifications, Capabilities, and Skills

• Two years of financial service experience preferred and/or related sales leadership experience

Benefits

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.

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.

Equal Opportunity Employer

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.