Asset Management - Client Advisor - RIA Channel, Northern California

JPMorgan Chase & Co. • Apple Valley, CA

5h

About The Position

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 Client Advisor in the Institutional Advisor Channel, you cover Northern California and the San Francisco Bay Area, serving Registered Investment Advisors, Bank & Trusts, and Family Offices. You lead an Integrated Client Team to deliver J.P. Morgan’s investment solutions—including mutual funds, ETFs, separately managed accounts, and alternatives—while communicating our market views and portfolio insights. You build lasting client relationships, act as a trusted solutions provider, and collaborate closely with internal partners to drive success.

Requirements

• Bachelor’s degree.
• Series 7 & 63 securities licenses.
• 3 years of experience in client relationship management, preferably in an institutional or advisory setting.
• Strong communication, presentation, and interpersonal skills.
• Demonstrated ability to work collaboratively within a team structure.
• High level of professionalism, organization, and discipline.
• Willingness to travel weekly within the assigned territory.
• Consultative mindset with a focus on delivering client-centric solutions.
• Commitment to J.P. Morgan’s values and a drive for excellence.

Nice To Haves

• Experience in wholesaling (internal or external).
• Innovation mindset and adaptability to change.
• Emotional intelligence and strong interpersonal skills.

Responsibilities

• Establish and grow relationships with RIAs, Bank & Trusts, and Family Offices in Northern California/San Francisco Bay Area.
• Lead the Integrated Client Team to deliver consultative investment solutions and increase assets under management.
• Position mutual funds, ETFs, separately managed accounts, and alternative investments to clients.
• Communicate J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through Guide to the Markets, Guide to Alternatives, and Portfolio Insights programs.
• Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
• Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
• Demonstrate a solutions-oriented, consultative approach to client engagement.
• Organize and lead client meetings, presentations, and events within the territory.
• Manage time and resources efficiently, ensuring effective coverage and support for all clients.
• Uphold J.P. Morgan’s values of integrity, excellence, and partnership in all interactions.
• Travel regularly within the assigned territory to meet with clients and prospects.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level