Asset Management - Subadvisory Client Advisor - West Region

Testing Site - JPMC; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Asset Management is seeking a Subadvisory Sales Team Client Advisor to drive revenue by promoting JPMAM's investment capabilities embedded in VA platforms.

You will prospect, close business and build relationships with insurance company wholesalers and VA-producing financial advisors. Based on the West Coast territory, you will reside in California or Arizona, travel as required, and work with Funds Management and portfolio teams to integrate sales processes and content across the

Qualifications

• Proven sales results in financial services with a track record of meeting or exceeding targets.
• Bachelor's degree and relevant licenses (Series 7 and 63) or equivalent.
• Knowledge of variable annuities and insurance products preferred.
• Strong relationship-building across teams and partner firms.
• Ability to present JPMorgan's value proposition clearly.

Responsibilities

• Sell JPMAM investment capabilities embedded in variable annuity platforms by influencing insurance company wholesalers and VA-producing financial advisors.
• Cultivate relationships and providing market, retirement and annuity insights.
• Partner with Funds Management retail sales counterparts to identify VA-producing advisors to target.
• Implement the JPMorgan Asset Management sales process including profiling, inputting sales contacts in CRM and reporting results.
• Participate in the development of VA content, capabilities, and tools across the organization with integration into sales practices.
• Build and maintain internal resources across Funds Management and portfolio management teams, leveraging shared resources.

Skills

Relationship building

Sales

Financial markets knowledge

Communication

Industry knowledge

Willingness to travel

Education

Bachelor's degree

Job description

J.P. Morgan Asset Management is dedicated to delivering exceptional service and investment solutions to our clients and business partners. Our global sales and client service teams, along with marketing support and product specialists, work to strengthen portfolios for institutions, intermediaries, and team members. As a leading subadvisor to large annuity manufacturers and mutual fund companies, we focus on helping clients achieve their goals with tailored investment strategies.

As the Subadvisory Sales Team Client Advisor within the Subadvisory Sales Team, you will prospect, close business, and promote insurance products where JPMAM investment capabilities are embedded (via subadvised mandates). You will primarily interact with insurance company wholesalers but will also partner with Funds Management retail sales counterparts to develop relationships and seek opportunities with VA-producing financial advisors. You will cover the West Coast Territory consisting of 10 states.

Job Responsibilities

• Sell JPMAM investment capabilities embedded in variable annuity platforms by influencing insurance company wholesalers and VA-producing financial advisors
• Cultivate relationships and providing market, retirement and annuity insights
• Partner with Funds Management retail sales counterparts to identify VA-producing advisors to target in addition to current business model focused on driving cash flow via insurance wholesaler interactions
• Implement the JPMorgan Asset Management sales process which includes, profiling, inputting sales contacts/calls in customer relationship management (CRM) system, reporting results, sharing best practices, and participating in sales meetings
• Participate in the development of VA content, capabilities, and tools throughout the organization with complete integration into sales practices and processes
• Build and maintain internal resources across Funds Management and portfolio management teams, leveraging shared resources and communicating sales and marketing intelligence to clients

Required qualifications, capabilities and skills

• Proven results and demonstrated sustainable achievement in a competitive environment (drive for achievement)
• Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
• Capacity to build relationships across entire organization and with our partner firms (strength managing relationships) as well asgrow, develop and maintain working relationships with advisors
• Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency, and alternative asset classes
• Ability to effectively leverage our global resources to drive sales results
• Focus and desire to increase and retain the firm's assets byidentifying opportunities and creative solutions
• Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan seven-step sales process
• Willingness to reside in California or Arizona and travel in territory as required
• Ability to administer, on a timely basis, required reports to the appropriate JPM areas including sales plans, call reports, and promotional programs
• Effectiveness in presenting to internal and external insurance company wholesalers and financial advisors
• Series 7, 63 and Bachelor's Degree

Preferred qualifications, capabilities and skills

• Understanding of variable annuity and insurance products and platforms preferred

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.