Asset Management - Regional Client Advisor - Vice President

J.P. Morgan; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Asset Management is seeking a Regional Client Advisor within the Institutional Advisor (IA) Channel to grow JP Morgan's client base among RIAs, Bank & Trusts and Family Offices across the region. You will consultatively position mutual funds, ETFs, SMAs and alternatives to boost assets under management, while communicating market views and retirement strategies.

The role emphasizes a highly consultative approach, collaboration with internal partners and travel within the region to meet

Qualifications

• Bachelor’s degree; Series 7 & 63 licenses required.
• Strong consultative sales experience.
• Willingness to travel regionally (6 trips/year).
• Ability to build relationships with RIAs, banks and family offices.

Responsibilities

• Build client base within IA channel region as part of Integrated Team.
• Collaborate with internal JP Morgan partners to drive client growth.
• Position mutual funds, ETFs, SMAs, and alternatives to increase assets under management.
• Communicate JPMorgan views on markets and portfolio construction to clients.

Skills

Consultative selling

Relationship building

Team player

Interpersonal skills

Travel flexibility

Education

Bachelor’s degree; Series 7 & 63 licenses

Job description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to 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 JP 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 JP 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 JP 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 JP 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

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

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.

Great opportunity to join our sales teams and help our clients build stronger portfolios.