Platform Solutions Advisor — Tax-Smart Growth for RIAs

Testing Site - JPMC; San Francisco (CA); Vor Ort; USD 140.000 - 210.000; Vollzeit

Zusammenfassung

J.P. Morgan Asset Management is seeking a Platform Solutions Client Advisor to collaborate with RIAs, delivering growth solutions and Tax-Smart implementations of JPMorgan’s products. You will drive tax management initiatives, support practice growth, and engage clients from executives to back-office teams across channels.

The role emphasizes advanced tax knowledge, a consultative sales approach, and strong relationship-building within the RIA community, with travel as part of responsibilities.

Qualifikationen

• 10+ years of sales/client engagement experience.
• Series 7 and Series 63 required.
• Strong understanding of wealth management, tax management, and RIA operations.
• Proven consultative sales track record with client networks.
• Excellent interpersonal skills and relationship-building abilities.

Aufgaben

• Drive new, and support existing, tax management business with RIAs, providing them with additional efficiency.
• Promote and represent JPMorgan’s investment solutions (Custom Models, Tax-Managed Active and Index SMAs, mutual funds and ETFs) for inclusion in RIA practices.
• Serve all layers of client firms, from the C-suite through back-office operations.
• Navigate across internal and external constituencies, such as custody platforms, TAMPs and technology vendors, by bringing a solution-based mindset.
• Develop and follow a plan, managing travel and expenses appropriately.
• Demonstrate professionalism and efficient time use with clients.
• Identify key individuals within assigned territory and travel to meet prospects and clients.
• Proactively look for new ways of doing things internally and in the marketplace.

Kenntnisse

Sales leadership

Tax management

RIA industry knowledge

Team collaboration

Client engagement

Tech-savvy

Ausbildung

Series 7

Series 63

Jobbeschreibung

J.P. Morgan Asset Management is seeking a Platform Solutions Client Advisor to collaborate with RIAs, delivering growth solutions and Tax-Smart implementations of JPMorgan’s products. You will drive tax management initiatives, support practice growth, and engage clients from executives to back-office teams across channels.

The role emphasizes advanced tax knowledge, a consultative sales approach, and strong relationship-building within the RIA community, with travel as part of responsibilities.