Regional Client Advisor, Institutional Channel

JPMorgan Chase & Co.; New York (NY); On-site; USD 110,000 - 160,000; Full time

Job summary

J.P. Morgan Asset Management in New York invites a Regional Client Advisor to join the IA Channel.

You will help establish and expand the client base among RIAs, Bank & Trusts, and Family Offices in the region, positioning mutual funds, ETFs, SMAs, and alternatives to boost assets under management. You will convey JPMorgan's market views and portfolio insights through the Guide to the Markets, and collaborate with integrated teams to grow client relationships with a consultative approach.

Qualifications

• Bachelor's degree required; Series 7 and 63 licenses are preferred.
• Role requires a highly consultative approach with ability to build trust.
• Strong interpersonal skills and high personal integrity are essential.

Responsibilities

• Build client base among RIAs, Bank & Trusts, and Family Offices in the region.
• Consultatively position mutual funds, ETFs, SMA, and alternatives to grow assets.
• Communicate market views via JPMorgan perspectives and program guides.
• Collaborate with Integrated Team members and internal partners.
• Grow JPMorgan's client relationships and assets under management.
• Travel within the region approximately six times per year.

Skills

Solutions provider mindset

Team player

Integrity & trust

Emotional intelligence

Willing to travel

Consultative selling

Time management

Professionalism

Excellence & results oriented

Education

Bachelor's degree

Job description

J.P. Morgan Asset Management in New York invites a Regional Client Advisor to join the IA Channel.

You will help establish and expand the client base among RIAs, Bank & Trusts, and Family Offices in the region, positioning mutual funds, ETFs, SMAs, and alternatives to boost assets under management. You will convey JPMorgan's market views and portfolio insights through the Guide to the Markets, and collaborate with integrated teams to grow client relationships with a consultative approach.