Asset Management - Sales Desk Manager - Executive Director

Testing Site - JPMC; Columbus (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in the Columbus/Chicago area is seeking a Sales Desk Manager for the IBD Channel. You will lead Internal Client Advisors (ICAs) and work with Financial Advisors to tailor investment solutions across assets and vehicles.

The role requires strategic thinking, execution skills and a track record of team leadership. The position emphasizes mentorship and the ability to teach capital markets, with Series 24, 7, and 63 and a Bachelor's degree required.

Qualifications

• 4+ years of sales or management experience in the financial industry.
• Deep understanding of and ability to teach capital markets.
• Proven ability to utilize consultative sales approach and to instill it in others.
• Track record of providing mentorship and development opportunities to others.
• Series 24, 7 and 63 required.
• Bachelor’s degree required.

Responsibilities

• Work closely with the Leader of the IBD Channel to develop and execute strategic initiatives
• Recruit, hire, train, develop and lead the Internal Client Advisor team in the IBD Channel
• Help the ICA team deliver the full JP Morgan client experience by showing them how to partner with Private Alternatives, Defined Contribution Specialists, Models Specialists and Portfolio Insights Specialists and the entire roster of JPM partners.
• Drive adoption of innovative technological tools that help deliver a better client experience
• Have fun! This is a role for someone who enjoys coaching, mentoring and developing an amazing group of talented individuals

Skills

Sales leadership

Capital markets understanding

Consultative selling

Mentorship & development

Financial regulations (Series 24/7/63)

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co., 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.

Short business 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, 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 a Sales Desk Managerfor our Independent Broker Dealer (IBD) Channel, you will lead our team of Internal Client Advisors (ICAs). Our ICAs work directly with Financial Advisors to help them better understand the complexities of the markets and to provide customized financial solutions based on client need. J.P. Morgan ICAs help position a variety of investment solutions across different asset classes (equities, bonds, alternatives) and vehicles (mutual funds, ETFs, SMAs). TheSales Desk Managerwe are hiring will not only be a strategic and dynamic thinker who has both the ability to execute the Channel strategy, but also possess a strong track record for teaching and leading teams. The role can be located in either Chicago or Columbus and this person will be responsible for ICAs in both locations.

Job Responsibilities

• Work closely with the Leader of the IBD Channel to develop and execute strategic initiatives
• Recruit, hire, train, develop and lead the Internal Client Advisor team in the IBD Channel
• Help the ICA team deliver the full JP Morgan client experience by showing them how to partner with Private Alternatives, Defined Contribution Specialists, Models Specialists and Portfolio Insights Specialists and the entire roster of JPM partners.
• Drive adoption of innovative technological tools that help deliver a better client experience
• Have fun! This is a role for someone who enjoys coaching, mentoring and developing an amazing group of talented individuals

Required Qualifications, Capabilities and Skills

• 4+ years of sales or management experience in the financial industry
• Deep understanding of and ability to teach capital markets
• Proven ability to utilize consultative sales approach and to instill it in others
• Track record of providing mentorship and development opportunities to others.
• Series 24, 7 and 63 required
• Bachelor’s degree required