Institutional Client Advisor – RIA Channel (Midwest)

JPMorgan Chase & Co.; Lansing (IL); On-site; USD 90,000 - 150,000; Full time

Job summary

JPMorgan Chase & Co. seeks a Client Advisor for the Institutional Advisor Channel to cover Northern Illinois, Northern Indiana, and Southern Wisconsin. You will lead an Integrated Client Team to deliver investment solutions including ETFs, mutual funds, SMAs, and alternatives while communicating market insights.

You will build lasting client relationships, act as a trusted solutions provider, and collaborate with internal partners to drive success. Regular travel within the territory is required.

Qualifications

• Bachelor's degree required and Series 7 & 63 licenses preferred.
• Strong client relationship management experience in institutional/advisory settings.
• Excellent communication, presentation, and interpersonal skills.
• Willingness to travel weekly within the territory.

Responsibilities

• Lead and expand relationships with institutional clients (RIAs, Private Banks, Trust Companies, MFOs).
• Deliver consultative investment solutions (ETFs, mutual funds, SMAs, alternatives) to grow AUM.
• Communicate market views and portfolio insights to clients.
• Build trust and serve as the primary contact for client needs.

Skills

Relationship management

Communication

Team collaboration

Willingness to travel

Education

Bachelor's degree

Series 7 & 63 licenses

Job description

JPMorgan Chase & Co. seeks a Client Advisor for the Institutional Advisor Channel to cover Northern Illinois, Northern Indiana, and Southern Wisconsin. You will lead an Integrated Client Team to deliver investment solutions including ETFs, mutual funds, SMAs, and alternatives while communicating market insights.

You will build lasting client relationships, act as a trusted solutions provider, and collaborate with internal partners to drive success. Regular travel within the territory is required.