Asset Management - IBD ART Client Advisor - Vice President

Job Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. We are the investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With more than two centuries of experience, a broad range of core and alternative strategies, and investment professionals operating in every major market worldwide, teams offer investment experience and insight that few firms can match.

The ART Client Advisor will work with financial advisors to sell Mutual Fund, Managed accounts, ETFs, Models, DC solutions, and other products where JPMAM Investment capabilities are embedded. 

As an ART Client Advisor within the JPMAM team, you will collaborate closely with field-aligned Client Advisors and Internal Client Advisors to effectively and efficiently manage the assigned territory. You will be responsible for presenting and communicating JPMAM's value-added services, including the Market Insight Series, Guide to the Markets, Guide to Retirement, and the Portfolio Insights program. Your role requires establishing credibility and building rapport with a targeted group of high-potential financial advisors, primarily through remote communication and virtual platforms such as Zoom, Webex, and Microsoft Teams. By leveraging JPM resources, tools, and investment strategies, you will work to increase assets under management (AUM).

Job Responsibilities:

• Cover high-potential firm branches/financial advisors/firms/teams through Zoom technology and occasional travel in the field
• Partner closely with aligned field Client Advisors and Internal Client advisor to most effectively and efficiently cover the territory
• Schedule, deliver and follow up on 18-25 Zoom agenda meetings per week
• Deliver all of J.P. Morgan’s solutions, resources & tools to meet and exceed client expectations
• Execute the JPM sales process, demonstrating a client-centric consultative approach
• Present JPM products professionally and compellingly to motivate action 

Required qualifications, capabilities and skills

• 3+ years of asset management sales experience
• Knowledge and understanding of wholesaling to Financial Advisors/Firms/Teams with a proven track record of sales success
• Capable of creating relationships & maintaining/strengthening existing relationships
• Self-starter, self-motivated as demonstrated by level of competitiveness
• Positive attitude, demonstrated by actions and ability to persevere where needed
• Demonstrated experience and a commitment to teamwork and partnering with other JPM professionals
• Experience selling mutual funds, ETFs and/or managed accounts etc.
• Demonstrated level of aptitude, specifically – analytics, capital markets and business acumen with ability to articulate complex topics
• Professionalism, presence, communication style and strong interpersonal skills
• Bachelor’s degree
• Licenses: Minimum requirement Series 7 and 63

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans