Institutional Asset Management Advisor - Bay Area

Testing Site - JPMC; San Francisco (CA); On-site; USD 110,000 - 160,000; Full time

Job summary

J.P. Morgan Asset Management in California seeks a Client Advisor in the Institutional Advisor Channel to cover Northern California and the San Francisco Bay Area. You will lead an Integrated Client Team to deliver investment solutions and build lasting client relationships with RIAs, Banks, and Family Offices.

You will collaborate with internal partners to drive success, communicate market views, and position funds, ETFs, and managed accounts. Regular travel is required.

Qualifications

• Bachelor’s degree required.
• Series 7 and 63 licenses required.
• 3 years of client relationship management experience.
• Strong communication, presentation, and interpersonal skills.
• Willingness to travel weekly within the assigned territory.

Responsibilities

• Establish and grow relationships with RIAs, Bank & Trusts, and Family Offices in Northern California/San Francisco Bay Area.
• Lead the Integrated Client Team to deliver consultative investment solutions and increase assets under management.
• Position mutual funds, ETFs, separately managed accounts, and alternative investments to clients.
• Communicate J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through relevant programs.
• Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
• Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
• Demonstrate a solutions-oriented, consultative approach to client engagement.
• Organize and lead client meetings, presentations, and events within the territory.
• Manage time and resources efficiently, ensuring effective coverage and support for all clients.
• Uphold J.P. Morgan’s values of integrity, excellence, and partnership in all interactions.
• Travel regularly within the assigned territory to meet with clients and prospects.

Skills

Communication skills

Presentation skills

Interpersonal skills

Team collaboration

Professionalism

Willingness to travel

Education

Bachelor's degree

Job description

J.P. Morgan Asset Management in California seeks a Client Advisor in the Institutional Advisor Channel to cover Northern California and the San Francisco Bay Area. You will lead an Integrated Client Team to deliver investment solutions and build lasting client relationships with RIAs, Banks, and Family Offices.

You will collaborate with internal partners to drive success, communicate market views, and position funds, ETFs, and managed accounts. Regular travel is required.