J.P. Morgan Asset Management (JPMAM) is a leading subadvisor to large annuity manufacturers and mutual fund companies. JPMAM seeks a National Accounts Client Advisor (CA) to provide sales coverage to asset management firms, insurance companies and recordkeepers. JPMAM's Subadvisory client relationships are often large and complex, requiring skillful management of many different touchpoints. The CA will work with the client's senior executives, product decision makers, sales leadership and investment research and due diligence teams. Where applicable, the CA will also be responsible for presenting JPMAM's value added services such as its marketing and distribution support programs.
As a National Accounts Subadvisory Client Advisor within JPMAM, you will be responsible for establishing credibility and fostering relationships with clients at a national/home office level. Your role will involve promoting our investment strategies with the aim of increasing our assets under management. Your professionalism and diligence in meeting client expectations will be crucial in enhancing the number and quality of our effective partnerships.
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Job Responsibilities
- Create, build and maintain relationships with senior client representatives at mutual funds companies, insurance firms and recordkeepers
- Identify, develop and close new business opportunities with existing clients and prospects
- Manage the research and due diligence process for investment opportunities - analyzing, recommending and presenting those solutions
- Work with wholesaling, marketing, and product strategy to coordinate delivery of value added services and distribution support programs
- Perform relationship/ investment reviews and serving as the primary liaison between JPMAM and its clients
Required qualifications, capabilities and skills
- 5+ years of sales experience within the financial services industry; client acquisition or cross-selling experience
- Ability to position and differentiate our products against competitor firms and their products
- Possess understanding of investment fundamentals (capital markets, principles of portfolio management, and asset management performance analysis)
- Demonstrated success selling asset management products
- Strong presentation, verbal and written communication skills
- Self-motivated, enthusiastic, and organized
- Excellent listening skills as well as the ability to identify opportunities and suggest creative solutions towards building joint business agendas
- Consultative sales style. Understands the need for relationship building, not simply product discussion. However, does have the ability to take advantage of product opportunities when appropriate
- Strong internal and external influencing and relationship building capabilities
- Bachelor's Degree, Series 7, Series 63 and Series 3
- Ability to travel extensively
Preferred qualifications, capabilities and skills
- Broad knowledge of JPMAM's investment capabilities preferred
- Knowledge of mutual funds, variable annuities, retirement investment products preferred
- CFA or similar qualifications preferred
ABOUT US
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
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.