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Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director
senior · Asset Management
The Global Liquidity team is seeking a highly motivated sales professional to drive new client acquisition and asset flows into JPMorgan Asset Management (JPMAM) products across the Financial Institutions segment, with a particular focus on financial technology (fintech) companies. The role is responsible for proactively developing new business through direct outreach, while also leveraging JPMorganChase’s broader platform and partnerships (e.g., Investor Services, Investment Banking, Corporate & Commercial Banking, Treasury Services). Success will also require close collaboration with global Asset Management colleagues to cross-sell firm capabilities, build and manage an active pipeline, and support new product launches.
Job summary:
As a Client Advisor within JPMorgan Asset Management’s Global Liquidity Financial Institutions sales team, you will be a self-starter who establishes credibility quickly and builds strong, durable relationships with prospects, clients, and internal referral partners. You will represent and position JPMAM investment, technology and services solutions to help clients meet their objectives, driving growth in assets under management and supporting revenue outcomes. You will have high level of professionalism, sound judgment, and disciplined follow-through to consistently meet client expectations and expand both the depth and breadth of client engagement.
Job responsibilities:
- Drive new asset flows and revenue growth
- Own the end-to-end sales process
- Build and execute a direct outreach strategy
- Develop and maintain an active sales pipeline and forecasts
- Lead commercial discussions and contract negotiations
- Ability to identify, position, and sell SaaS solutions
- Willingness to travel extensively as required to support client coverage and new business development
Required qualifications, skills and capabilities:
- 10+ years of sales experience with a proven record of meeting or exceeding growth targets.
- Demonstrated success selling asset management products—particularly money market mutual funds and software as a service—to Financial Institutions, including FinTech's, banks, broker-dealers, insurance companies, and traditional and alternative asset managers.
- Strong consultative selling capability, with the ability to diagnose client needs and position appropriate solutions.
- Proven ability to self-direct and deliver results in a fast-paced, global team environment.
- Ability to identify, evaluate, and execute on new product and market opportunities.
- Excellent presentation and written/verbal communication skills.
- Required securities licenses: Series 7, Series 63, and Series 3.
Preferred qualifications, skills and capabilities:
- Deep experience selling money market funds to Financial Institutions (e.g., FinTech's, banks, broker-dealers, insurance companies, asset managers).
- Strong industry presence and credibility with senior client decision-makers.
- Established, meaningful industry network with demonstrated ability to originate new opportunities.
- Detailed understanding of the competitive landscape (key competitors, product positioning, and market dynamics).