Asset Management - Independent Broker Dealer Channel - Advisor Resource Team (ART) Client Advisor, Vice President
About The Position
J.P. Morgan Asset Management is seeking an ART (Advisor Resource Team) Client Advisor to provide hybrid sales coverage to financial advisors. The role positions a full suite of JPMorgan strategies, including mutual funds, managed accounts, ETFs, third-party models, defined contribution solutions, and alternatives products. The Client Advisor also presents JPMorgan Asset Management resources such as Market Insights, Retirement Insights, and Portfolio Insights. The position partners with Specialists and Generalist Client Advisors to support financial advisors in the territory and builds credibility and rapport with a targeted group of high-potential advisors. Relationships are developed primarily through virtual meetings using ZOOM/WebEx, along with periodic in-person territory travel. The objective is to use JPMorgan resources, tools, and investment strategies to increase assets under management in the territory.
Requirements
- Minimum of 3 years of asset management sales experience.
- Serve clients’ interests first and earn and maintain the trust of financial advisors.
- Work effectively in partnership with internal and external parties and within a team structure.
- Respect others’ views and opinions and treat others as one would like to be treated.
- Demonstrate emotional intelligence, adaptability to change, and strong interpersonal skills.
- Be a consultative storyteller rather than a product pusher.
- Show an innovation mindset and look for better and faster ways of doing things.
- Be organized and disciplined, maximizing time and budget efficiently and effectively.
- 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 function.
Responsibilities
- Remotely cover roughly 600 high-potential financial advisors through ZOOM/WebEx meetings and periodic territory travel.
- Execute 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 JPMorgan Asset Management resources, including Market Insights, Retirement Insights, and Portfolio Insights.
- Partner with Specialists and Generalist Client Advisors to serve financial advisors in the territory.
- Position a full suite of JPMorgan strategies to financial advisors.
Benefits
- Competitive total rewards package, including base salary.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
