Asset Management - Regional Client Advisor, Institutional Advisor (IA) Channel, Vice President

JPMorgan Chase & Co.; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

J.P. Morgan Asset Management in New York invites a Regional Client Advisor to join the IA Channel.

You will help establish and expand the client base among RIAs, Bank & Trusts, and Family Offices in the region, positioning mutual funds, ETFs, SMAs, and alternatives to boost assets under management. You will convey JPMorgan's market views and portfolio insights through the Guide to the Markets, and collaborate with integrated teams to grow client relationships with a consultative approach.

Qualifications

• Bachelor's degree required; Series 7 and 63 licenses are preferred.
• Role requires a highly consultative approach with ability to build trust.
• Strong interpersonal skills and high personal integrity are essential.

Responsibilities

• Build client base among RIAs, Bank & Trusts, and Family Offices in the region.
• Consultatively position mutual funds, ETFs, SMA, and alternatives to grow assets.
• Communicate market views via JPMorgan perspectives and program guides.
• Collaborate with Integrated Team members and internal partners.
• Grow JPMorgan's client relationships and assets under management.
• Travel within the region approximately six times per year.

Skills

Solutions provider mindset

Team player

Integrity & trust

Emotional intelligence

Willing to travel

Consultative selling

Time management

Professionalism

Excellence & results oriented

Education

Bachelor's degree

Job description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client serviceteams, marketing support, andproduct specialists, are dedicated to the support of our clients and leveragethe capabilities of our global firmto deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.

As a Regional Client Advisor within the Institutional Advisor (IA) Channel at JPMorgan Asset Management - US Funds Management, you will be a part of an integrated team, primarily tasked with establishing and expanding J.P. Morgan's client base among RIA's, Bank & Trusts, and Family Offices in the region. Your role will involve consultative positioning of mutual funds, ETF's, separately managed accounts, and alternative investments to boost assets under management. Additionally, you will be responsible for conveying J.P. Morgan's perspectives on markets, retirement, and portfolio construction through the Guide to the Markets, Guide to Alternatives, and Portfolio Insights programs.

Job Responsibilities

• Build "clients for life," as a member of an Integrated Team model in covering a Region, which is comprised of two distinct territories. Each territory will be covered by a J.P. Morgan Integrated Team comprised of a Client Advisor, Regional Client Advisor, Internal Client Advisor, ETF Client Advisor(s) and Retirement Client Advisors to serve the Registered Investment Advisor (RIA), Bank & Trust and Family Office clients in the Region.
• Collaborate with the members of the Integrated Teams and internal J.P. Morgan partners is an essential component to the success of this role.
• Work within an Integrated Team and have the primary responsibility of establishing and growing J.P. Morgan clients with RIA's, Bank & Trusts and Family Offices.
• Work with these clients to consultatively position mutual funds, ETF's, separately managed accounts and alternative investments to increase assets under management.
• Communicate J.P. Morgan's views on markets, retirement and portfolio construction through the Guide to the Markets, Guide to Alternatives and Portfolio Insights programs.
• Earn and keep the trust of the clients we serve.

Required qualifications, capabilities and skills

• Mindset of a solutions provider with a highly consultative approach and the ability to establish rapport and build/maintain trust
• Team-player, willingness to work within a team structure and partner with internal and external parties
• Respects/treats others as they'd like to be treated, respects the views and opinions of others, and always represents themselves with the utmost Integrity
• Emotional Intelligence - adaptability to change and demonstrate strong interpersonal skills
• Must be willing to travel into the Region - expected frequency of 6 times per year is required
• Consultative approach, not a product pusher
• Bachelor's degree; Series 7 & 63 licenses
• Organized and disciplined - is responsible for efficiently and effectively utilizing their time and local budget
• Demonstrated professionalism-presence, communication style
• Excellence-refuses to settle for second best, both process and results oriented

Preferred Qualifications, capabilities and skills

• Knowledge and understanding of wholesaling as an internal or external is preferred