Asset Management - Internal Client Advisor - Associate

Testing Site - JPMC; New York (NY); On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Asset Management in New York seeks an Internal Client Advisor Associate to help financial advisors understand capital markets and deliver timely solutions. You will promote mutual funds, ETFs, and separately managed accounts in partnership with an External Client Advisor.

The role emphasizes building strong client relationships, leveraging advanced tools, and aligning with an external wholesaler to drive territory sales while delivering market insights.

Qualifications

• Bachelor’s degree is required.
• 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 partner firms.
• Series 7 and Series 63.
• Two years of financial service experience preferred and/or related sales leadership experience.

Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive conversations.
• Provide superior client service by being responsive and placing clients’ needs first.
• Leverage cutting-edge tools to showcase resources to financial advisors.
• Partner with external Client Advisor to align on sales objectives for the territory.
• Demonstrate effective territory management with timely follow-up and lead generation.
• Convey Market Insights thoughts to aid clients’ understanding of market dynamics.
• Assist advisors in constructing strong risk-adjusted portfolios using Portfolio Insights.

Skills

Sales drive

Relationship building

Financial markets knowledge

Self-starter

Education

Bachelor’s degree

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 JPMorganvalue 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