Asset Management - Independent Broker Dealer Channel - Advisor Resource Team (ART) Client Advisor, Vice President

JPMorganChase • Chicago, IL

5d

About The Position

J.P. Morgan Asset Management is seeking an Advisor Resource Team (ART) Client Advisor to provide hybrid sales coverage to financial advisors in the Independent Broker Dealer channel. The role positions a broad suite of J.P. Morgan strategies, including mutual funds, managed accounts, ETFs, third-party models, defined contribution solutions, and alternatives products. It also presents and communicates JPMAM resources such as Market Insights, Retirement Insights, and Portfolio Insights programs.

The Client Advisor builds credibility and rapport with a targeted group of high-potential financial advisors, primarily through virtual meetings and periodic in-person territory travel. Working in partnership with Specialists and Generalist Client Advisors, the role leverages J.P. Morgan resources, tools, and investment strategies to serve advisors and increase assets under management in the territory.

Requirements

• At least 3 years of asset management sales experience.
• Serve clients’ interests first and earn and maintain the trust of financial advisors.
• Partner effectively with internal and external parties and work well within a team structure.
• Respect others’ views and opinions and treat others as they would like to be treated.
• Demonstrate emotional intelligence, adaptability to change, and strong interpersonal skills.
• Use a consultative storytelling approach rather than a product-pushing approach.
• Show an innovation mindset and look for better and faster ways of working.
• Be organized and disciplined in efficiently and effectively maximizing time and budget.
• Demonstrate professionalism and the ability to operate within JPMC values.
• Exhibit a results-oriented and process-oriented mindset.
• Bachelor’s degree.
• Series 7 and Series 63 licenses.

Nice To Haves

• Knowledge and understanding of wholesaling as an internal or external.

Responsibilities

• Remotely cover roughly 600 high-potential financial advisors through Zoom/WebEx meetings and periodic territory travel.
• Conduct 20 virtual meetings per week.
• Maximize the impact of in-person meetings while traveling in the territory.
• Deliver J.P. Morgan solutions, resources, and tools to meet and exceed client expectations.
• Present and communicate JPMAM resources, including Market Insights, Retirement Insights, and Portfolio Insights programs.
• Partner with Specialists and Generalist Client Advisors to serve financial advisors in the territory.
• Build credibility and rapport with targeted high-potential financial advisors.
• Leverage J.P. Morgan resources, tools, and investment strategies to increase assets under management in the territory.

What This Job Offers

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