Private Wealth Alternatives Client Advisor

Testing Site - JPMC; Dallas (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

J.P. Morgan Asset Management is seeking a Private Wealth Alternatives Client Advisor in our Sales team to help clients build stronger portfolios with private market solutions. You will engage financial intermediaries and promote investment strategies to increase assets under management.

You will lead meetings, generate proposals, present to advisors, and coordinate marketing campaigns while traveling to engage broker-dealer networks and industry events.

Qualifications

• 5+ years in a financial services sales role.
• Deep experience in private alternatives (non-traded REITs, interval funds, etc.).
• Clear, courteous, and professional communication.
• Client-focused, able to align processes to broker-dealer needs.
• Strong listening skills and ability to engage clients effectively.
• Proficient with MS Office; able to present data clearly.
• Frequent travel is required; FINRA Series 7 and 63.

Responsibilities

• Attain placement of private market solutions with financial advisors across channels.
• Proactively contact broker-dealer firms to grow penetration and referrals.
• Coordinate business development and marketing support campaigns for broker-dealers.
• Conduct client meetings, proposals, presentations, and seminars.
• Develop understanding of client strategic objectives and provide solutions.
• Monitor broker-dealer activities and competitor coverage; exchange ideas with the sales team.
• Support emerging trends research in the broker-dealer community.

Skills

Financial services

Private alternatives

Communication

Client focus

MS Office

Travel readiness

FINRA 7/63

Job description

J.P. Morgan Asset Management is seeking a Private Wealth Alternatives Client Advisor in our Sales team to help clients build stronger portfolios with private market solutions. You will engage financial intermediaries and promote investment strategies to increase assets under management.

You will lead meetings, generate proposals, present to advisors, and coordinate marketing campaigns while traveling to engage broker-dealer networks and industry events.