Institutional Client Advisor - Portfolio Solutions Lead

Aumni; Charlotte (NC); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Competitive total rewards package

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial planning resources

Job summary

JPMorgan Chase & Co. is seeking a Client Advisor to cover the Southeast, servicing RIAs, Private Banks, Trust Companies, and Multi-Family Offices. You will lead an Integrated Client Team to deliver ETFs, mutual funds, SMAs, and alternatives, while communicating market views and portfolio insights.

You will build lasting client relationships, act as a trusted solutions provider, and collaborate with internal partners to drive success. Travel weekly is required.

Qualifications

• Bachelor’s degree required.
• Series 7 & 63 licenses are required.
• Proven client relationship management experience in institutional/advisory settings.

Responsibilities

• Lead and expand relationships with clients in RIAs, Private Banks, Trust Companies, and Multi-Family Offices.
• Deliver consultative investment solutions across ETFs, mutual funds, SMAs, and alternatives.
• Communicate market views and portfolio insights through established programs.
• Build and maintain trust as the primary contact for client needs.
• Collaborate with the Integrated Client Team and internal partners for seamless service.
• Demonstrate a consultative, solutions-oriented approach to engagement.
• Organize and lead client meetings, presentations, and events in the territory.
• Travel regularly within the territory to meet clients and prospects.

Skills

Series 7 & 63 licenses

Client relationship management

Strong communication

Travel willingness

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. is seeking a Client Advisor to cover the Southeast, servicing RIAs, Private Banks, Trust Companies, and Multi-Family Offices. You will lead an Integrated Client Team to deliver ETFs, mutual funds, SMAs, and alternatives, while communicating market views and portfolio insights.

You will build lasting client relationships, act as a trusted solutions provider, and collaborate with internal partners to drive success. Travel weekly is required.