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Asset Management - Regional Client Advisor - Vice President
lead · Sales & Business Development
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 a Regional Client Advisor within the Institutional Advisor (IA) Channel at JPMorgan Asset Management – US Funds Management, you will be a part of an integrated team, primarily tasked with establishing and expanding JP Morgan's client base among RIA’s, Bank & Trusts, and Family Offices in the region. Your role will involve consultative positioning of mutual funds, ETF’s, separately managed accounts, and alternative investments to boost assets under management. Additionally, you will be responsible for conveying JP Morgan’s perspectives on markets, retirement, and portfolio construction through the Guide to the Markets, Guide to Alternatives, and Portfolio Insights programs.
Job Responsibilities
- Build “clients for life,” as a member of an Integrated Team model in covering a Region, which is comprised of two distinct territories. Each territory will be covered by a J.P. Morgan Integrated Team comprised of a Client Advisor, Regional Client Advisor, Internal Client Advisor, ETF Client Advisor(s) and Retirement Client Advisors to serve the Registered Investment Advisor (RIA), Bank & Trust and Family Office clients in the Region.
- Collaborate with the members of the Integrated Teams and internal J.P. Morgan partners is an essential component to the success of this role.
- Work within an Integrated Team and have the primary responsibility of establishing and growing JP Morgan clients with RIA’s, Bank & Trusts and Family Offices.
- Work with these clients to consultatively position mutual funds, ETF’s, separately managed accounts and alternative investments to increase assets under management.
- Communicate JP Morgan’s views on markets, retirement and portfolio construction through the Guide to the Markets, Guide to Alternatives and Portfolio Insights programs.
- Earn and keep the trust of the clients we serve.
Required qualifications, capabilities and skills
Mindset of a solutions provider with a highly consultative approach and the ability to establish rapport and build/maintain trust
Team-player, willingness to work within a team structure and partner with internal and external parties
Respects/treats others as they'd like to be treated, respects the views and opinions of others, and always represents themselves with the utmost Integrity
Emotional Intelligence – adaptability to change and demonstrate strong interpersonal skills
Must be willing to travel into the Region - expected frequency of 6 times per year is required
Consultative approach, not a product pusher
Bachelor’s degree; Series 7 & 63 licenses
Organized and disciplined — is responsible for efficiently and effectively utilizing their time and local budget
Demonstrated professionalism-presence, communication style
Excellence-refuses to settle for second best, both process and results oriented
Preferred Qualifications, capabilities and skills
Knowledge and understanding of wholesaling as an internal or external is preferred