Asset Management - External Client Advisor - Georgia - Vice President

JPMorgan Chase & Co. • Atlanta, GA

18d

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 Generalist Client Advisor, you will partner with Specialist Client Advisors to best serve financial advisors in the Georgia territory with a commitment to building “clients for life”. You will be a solutions-oriented professional with a consultative approach, able to establish rapport, build trust, and collaborate effectively within a team of teams. You will represent a growing suite of investment vehicles, including SMA, Tax Smart SMAs, Direct Indexing, Alternatives (private equity, real estate, infrastructure), Active ETFs, mutual funds, and 401K solutions.

Requirements

• Minimum 5 years of asset management wholesaling experience, with a proven track record of building and maintaining advisor relationships.
• Demonstrated success in consultative sales and partnership-driven environments.
• Experience representing a broad range of investment vehicles, including alternatives and managed accounts. Client-first mindset; earns and maintains trust with financial advisors.
• Strong partnership and collaboration skills; thrives in a team of teams.
• High emotional and adaptability intelligence (EQ & AQ); excellent interpersonal skills.
• Bachelor’s degree.
• Securities licenses such as Series 7 & 63.

Nice To Haves

• Established local relationships preferred at Raymond James, Edward Jones, LPL, and Ameriprise.

Responsibilities

• Serve as the primary field sales contact for financial advisors in Georgia within the Independent Broker Dealer (IBD) channel.
• Work collaboratively with Specialist Client Advisors to deliver comprehensive solutions and drive JPMorgan market share across mutual funds, ETFs, third-party models, managed accounts, and DC/retirement segments.
• Consultatively grow and retain assets under management by understanding client needs and providing tailored investment solutions.
• Communicate JPMorgan’s perspectives on markets, retirement, and portfolio construction through programs such as Guide to the Markets, Guide to Retirement, and Portfolio Insights.
• Foster strong partnerships and collaboration both internally and externally, operating within a team-based structure.
• Represent JPMorgan’s expanding product lineup, including SMAs, Tax Smart SMAs, Direct Indexing, Alternatives, Active ETFs, mutual funds, and 401K offerings.

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