Regional Client Advisor – Asset Management (VP)

J.P. Morgan; New York (NY); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Asset Management is seeking a Regional Client Advisor within the Institutional Advisor (IA) Channel to grow JP Morgan's client base among RIAs, Bank & Trusts and Family Offices across the region. You will consultatively position mutual funds, ETFs, SMAs and alternatives to boost assets under management, while communicating market views and retirement strategies.

The role emphasizes a highly consultative approach, collaboration with internal partners and travel within the region to meet

Qualifications

• Bachelor’s degree; Series 7 & 63 licenses required.
• Strong consultative sales experience.
• Willingness to travel regionally (6 trips/year).
• Ability to build relationships with RIAs, banks and family offices.

Responsibilities

• Build client base within IA channel region as part of Integrated Team.
• Collaborate with internal JP Morgan partners to drive client growth.
• Position mutual funds, ETFs, SMAs, and alternatives to increase assets under management.
• Communicate JPMorgan views on markets and portfolio construction to clients.

Skills

Consultative selling

Relationship building

Team player

Interpersonal skills

Travel flexibility

Education

Bachelor’s degree; Series 7 & 63 licenses

Job description

JPMorgan Asset Management is seeking a Regional Client Advisor within the Institutional Advisor (IA) Channel to grow JP Morgan's client base among RIAs, Bank & Trusts and Family Offices across the region. You will consultatively position mutual funds, ETFs, SMAs and alternatives to boost assets under management, while communicating market views and retirement strategies.

The role emphasizes a highly consultative approach, collaboration with internal partners and travel within the region to meet