Associate - US Funds Sales Support / Client Advisor

You are a strategic thinker passionate about driving solutions in Sales Support and Relationship Intelligence. You have found the right team.

As a Sales Support Professional within our Asset Management Team, you will be responsible for setting and improving our organizational objectives, and ensuring their consistent accomplishment.

Job Responsibilities

• Provide integrated relationship intelligence across the client lifecycle to drive sales performance.
• Collaborate with Client Advisors, financial advisors, and global sales support teams to facilitate client processes.
• Coordinate with cross-functional teams to deliver holistic coverage throughout the sales cycle.
• Support all facets of sales, business development, relationship management, and retention activities.
• Research industry trends and regulatory changes to gather market intelligence for business development.
• Assist in preparing client memos, strategy materials, and business review documents.
• Understand client relationships and asset allocation preferences to support client review presentations.
• Create and update client reports, DDQs, RFPs, pitchbooks, and meeting materials.
• Liaise with Client Advisors to generate portfolio insights, analysis reports, and investment comparisons.
• Maintain client information in internal databases and document sales activity for compliance.
• Partner with sales and marketing teams on product launches, client events, and market research communications.

Required qualifications, capabilities and skills

• Relevant industry experience and market knowledge of the sales process.
• Strong quantitative and analytical skillsets, including data analysis and understanding data flows.
• Understanding of Asset Management business (Investment Management, Mutual Funds, Managed Accounts, ETFs, SMAs) .
• Strong knowledge of all asset classes: Equity, Fixed Income, Cash Liquidity, Currency, Real Estate, Hedge Funds, Private Equity.
• Excellent written and verbal communication skills with strong interpersonal abilities.
• Proficiency in MS Office suite (Excel, Word, Access, PowerPoint) required.
• Effective planning and time management skills to meet deadlines and changing priorities.
• Professional attitude with energy, ownership, and confidence to work independently.
• Ability to work both independently and in a team-based environment.
• Strong stakeholder management and relationship-building skills across global teams.

Preferred qualifications, capabilities and skills

• CFA is a plus.
• Experience with Salesforce preferred.
• Advanced data analysis skills.
• Experience in product launch initiatives.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.