Strategic Institutional Client Advisor - RIA Channel

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

Job summary

J.P. Morgan Asset Management is seeking a Client Advisor for the Institutional Advisor Channel to cover Northern Illinois, Northern Indiana, and Southern Wisconsin.

You will lead an Integrated Client Team, serving RIAs, Private Banks, Trust Companies, and Multi-Family Offices with investment solutions across ETFs, mutual funds, SMAs, and alternatives. You will build lasting client relationships, communicate market views, and collaborate with internal partners to deliver tailored investment

Qualifications

• Bachelor's degree required.
• Series 7 & 63 securities licenses required.
• Proven experience in client relationship management, preferably in an institutional or advisory setting.
• Strong communication, presentation, and interpersonal skills.
• Willingness to travel weekly within the territory.
• Ability to work collaboratively within a team.
• High level of professionalism and organization.
• Commitment to values and excellence at JP Morgan.

Responsibilities

• Lead and expand relationships with institutional clients, focusing on RIAs, Private Banks, Trust Companies, and Multi-Family Offices.
• Deliver consultative investment solutions including ETFs, mutual funds, separately managed accounts and alternatives to increase assets under management.
• Communicate JP Morgan's market views and portfolio insights.
• Build and maintain trust with clients as the primary contact and advocate for their needs.
• Collaborate with the Integrated Client Team and internal partners to deliver seamless client service.
• Demonstrate a solutions-oriented, consultative approach to client engagement.
• Organize and lead client meetings, presentations, and events within the territory.
• Manage time and resources efficiently to ensure coverage for all clients.
• Uphold JP Morgan's values of integrity, excellence, and partnership.
• Travel regularly within the assigned territory to meet with clients and prospects.

Skills

Client relationship management

Communication

Presentation skills

Interpersonal skills

Team collaboration

Travel willingness

Professionalism

Organizational skills

Education

Bachelor's degree

Job description

J.P. Morgan Asset Management is seeking a Client Advisor for the Institutional Advisor Channel to cover Northern Illinois, Northern Indiana, and Southern Wisconsin.

You will lead an Integrated Client Team, serving RIAs, Private Banks, Trust Companies, and Multi-Family Offices with investment solutions across ETFs, mutual funds, SMAs, and alternatives. You will build lasting client relationships, communicate market views, and collaborate with internal partners to deliver tailored investment