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Asset Management - Client Advisor - Wealth Management Channel - Houston
Asset Management
J.P. Morgan Asset Management is committed to delivering exceptional service to our clients and business partners. Our sales and client service teams, marketing partners, and product specialists collaborate across the global JPMorgan Chase platform to bring differentiated investment insights and solutions to institutions, intermediaries, and individuals. Clients face an ever-evolving set of portfolio challenges—and we meet them with a singular focus: offering investment solutions designed to help achieve their goals in the way that’s best for them.
As a Client Advisor in the Wealth Management Channel, you will be responsible for expanding J.P. Morgan Asset Management’s presence across Houston, surrounding markets, and Louisiana, with a focus on Wirehouse Financial Advisors. You will lead an Integrated Client Team to deliver J.P. Morgan’s investment solutions—including ETFs, mutual funds, separately managed accounts, and alternatives—while communicating market perspectives and portfolio construction insights. Success in this role requires strong relationship management, a consultative approach, and close collaboration with internal partners to drive growth and outstanding client outcomes.
Job Responsibilities
- Build, deepen, and expand relationships with Financial Advisors, Market Directors, and Private Client Advisors across the territory.
- Deliver consultative, goals-based investment solutions to help clients increase assets under management across ETFs, mutual funds, SMAs, and alternatives.
- Communicate J.P. Morgan’s market views and portfolio construction perspectives through established programs, insights, and thought leadership.
- Serve as the primary point of contact—advocating for client needs and ensuring a high-quality experience.
- Lead and coordinate the Integrated Client Team and internal partners to deliver seamless support and execute strategic initiatives.
- Organize and lead client meetings, presentations, and events to drive engagement and outcomes.
- Prioritize effectively, managing time and resources to ensure consistent and disciplined territory coverage.
- Represent J.P. Morgan’s values of integrity, excellence, and partnership in every interaction.
- Travel regularly within the assigned territory to meet with clients and prospects.
Required Qualifications, Capabilities, and Skills
- Bachelor’s degree required.
- Active Series 7 and Series 63 licenses.
- Proven experience in client relationship management and consultative sales.
- Strong communication, presentation, and interpersonal skills; ability to influence and build credibility with senior stakeholders.
- Demonstrated ability to collaborate and drive results within a team-based coverage model.
- High level of professionalism, organization, and self-discipline.
- Willingness to travel weekly within the assigned territory.
- Client-first mindset with a focus on delivering tailored solutions and long-term partnerships.
Preferred Qualifications, Capabilities, and Skills
- Wholesaling experience (internal or external) strongly preferred.
- Experience supporting client relationships in an institutional, intermediary, or advisory environment.
- Adaptability and an innovation mindset; comfort navigating change and ambiguity.
- Strong emotional intelligence and stakeholder management skills.
Additional Information
This role requires regular travel throughout the Houston area and Louisiana.