J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.
As an ART (Advisor Resource Team) Client Advisor, you will provide hybrid sales coverage to clients. You will work with financial advisors positioning a full suite of JP Morgan strategies: mutual funds, managed accounts, ETFs, third-party models, DC solutions, and Alternatives products. You will be responsible for presenting and communicating JPMAM's value-added resources such as its Market Insights (ex. Guide to the Markets), Retirement Insights and Portfolio Insights programs.
You will also work in partnership with Specialists and Generalist Client Advisors to best serve the financial advisors in the territory. You will establish credibility and build rapport with a targeted group of high-potential financial advisors. These relationships will be built primarily through virtual meetings using ZOOM/WebEx technology and periodic in-person territory travel. The goal is to leverage JPM resources, tools and investment strategies to increase AUM in the territory.
Job Responsibilities
- Remotely cover roughly 600 high-potential financial advisors through ZOOM/WebEx meetings and periodic territory travel
- Execute 20 virtual meetings per week
- Maximize the impact that can be made conducting in-person meetings while traveling in the territory
- Deliver all of J.P. Morgan’s solutions, resources & tools to meet and exceed client expectations
Required qualifications, capabilities and skills
- Minimum of 3 years of asset management sales experience
- Serve our clients’ interests first, and earn and keep the trust of the financial advisors we serve
- Partnership with internal and external parties — team player that works well within a team structure
- Treats others as they'd like to be treated, respects the views and opinions of others the golden rule
- Emotional Intelligence – adaptability to change and strong interpersonal skills
- Be a consultative storyteller, not a product pusher
- Innovation mindset — is on the lookout for better and faster ways of doing things
- Organized and disciplined — is responsible for efficiently and effectively maximizing their time and budget
- Demonstrate professionalism and proven ability to operate within JPMC values
- Exhibits a results-oriented and process-oriented mindset
- Bachelor’s degree and Series 7 & 63 licenses
Preferred qualifications, capabilities and skills
Knowledge and understanding of wholesaling as an internal or external
Job description provided by JPMorgan Chase.
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