Asset Management - Private Wealth Alternatives, Client Advisor, South Central Region

Testing Site - JPMC; Dallas (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

J.P. Morgan Asset Management is seeking a Private Wealth Alternatives Client Advisor in our Sales team to help clients build stronger portfolios with private market solutions. You will engage financial intermediaries and promote investment strategies to increase assets under management.

You will lead meetings, generate proposals, present to advisors, and coordinate marketing campaigns while traveling to engage broker-dealer networks and industry events.

Qualifications

• 5+ years in a financial services sales role.
• Deep experience in private alternatives (non-traded REITs, interval funds, etc.).
• Clear, courteous, and professional communication.
• Client-focused, able to align processes to broker-dealer needs.
• Strong listening skills and ability to engage clients effectively.
• Proficient with MS Office; able to present data clearly.
• Frequent travel is required; FINRA Series 7 and 63.

Responsibilities

• Attain placement of private market solutions with financial advisors across channels.
• Proactively contact broker-dealer firms to grow penetration and referrals.
• Coordinate business development and marketing support campaigns for broker-dealers.
• Conduct client meetings, proposals, presentations, and seminars.
• Develop understanding of client strategic objectives and provide solutions.
• Monitor broker-dealer activities and competitor coverage; exchange ideas with the sales team.
• Support emerging trends research in the broker-dealer community.

Skills

Financial services

Private alternatives

Communication

Client focus

MS Office

Travel readiness

FINRA 7/63

Job description

The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for J.P. Morgan Asset Management. As a leading global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables J.P. Morgan Asset Management to extend decades of trusted relationships with leading wealth managers by delivering private market solutions.

As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios. You will be part of a rapidly growing market and will have the chance to bring private market solutions to team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm’s investment strategies to increase assets under management.

Job Responsibilities:

• Attain placement of J.P. Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker/dealer, and J.P. Morgan Chase affiliate channels.
• Proactively contact broker-dealer firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence.
• Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and develop, coordinate, and manage broker-dealer firms’ campaigns and marketing support activities.
• Perform a variety of sales functions including client meetings, client follow-up, proposal generation, presentations, public speaking, and attending seminar and industry events.
• Develop a clear understanding of client’s strategic objectives.
• Provide product information, gather marketing data, and offer sales/marketing solutions.
• Monitor and analyze broker-dealer firm’s sales activities and competitors’ coverage.
• Work closely with sales team to exchange ideas and formulate strategies for increased penetration within targeted firms.
• Assist in gathering information on emerging trends within the broker-dealer community.

Required qualifications, capabilities and skills:

• 5+ years’ experience with financial services company in sales/specialist role.
• Extensive experience in the private alternative space, including experience in various structures of private alternatives, non-traded REITs, business development companies, Interval Funds, and closed end offerings.
• Ability to communicate information and state problems or challenges to be resolved in a clear, concise, courteous and professional manner.
• Client focused – possessing the ability to align processes, procedures, systems, and personnel to meet the needs of broker-dealer firms.
• Strong listening and communication skills.
• Ability to thrive in a challenging and collaborative sales environment.
• Proficient computer skills with strong knowledge of MS Office, Word, Excel, and PowerPoint.
• Frequent travel is required.
• FINRA Series 7, 63

Preferred qualifications, capabilities and skills

• CFA, CAIA