Asset Management - Regional Client Advisor, Institutional Advisor (IA) Channel, Vice President
About The Position
J.P. Morgan Asset Management is hiring a Regional Client Advisor in the Institutional Advisor (IA) Channel, within US Funds Management. The role is part of an integrated team focused on establishing and expanding the firm’s client base among registered investment advisors (RIAs), banks and trusts, and family offices in a region. The advisor consultatively positions mutual funds, ETFs, separately managed accounts, and alternative investments to grow assets under management. The role also communicates J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through its Guide to the Markets, Guide to Alternatives, and Portfolio Insights programs. The regional team covers two territories and includes Client Advisors, Regional Client Advisors, Internal Client Advisors, ETF Client Advisors, and Retirement Client Advisors. Success depends on collaborating with teammates and internal partners, building lasting client relationships, and earning and maintaining client trust. The role requires travel within the region approximately six times per year. JPMorganChase offers a competitive total rewards package, which may include commission-based pay and/or discretionary incentive compensation for eligible roles. Benefits and programs are eligibility-based and include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, and financial coaching. The company is an equal opportunity employer and provides reasonable accommodations for religious practices and beliefs, as well as mental health or physical disability needs.
Requirements
- Bachelor’s degree.
- Series 7 and Series 63 licenses.
- A solutions-provider mindset and highly consultative approach, with the ability to establish rapport and build and maintain trust.
- Ability and willingness to work within a team structure and partner with internal and external parties.
- Treat others respectfully, consider others’ views and opinions, and represent oneself with integrity.
- Adaptability to change and strong interpersonal skills.
- Willingness to travel within the region approximately six times per year.
- Organized and disciplined, with effective time and local-budget management.
- Professional presence and communication style.
- Commitment to excellence and a process- and results-oriented approach.
Nice To Haves
- Knowledge and understanding of wholesaling, either internally or externally.
Responsibilities
- Build lasting client relationships as part of an integrated team covering a region consisting of two territories.
- Collaborate with integrated team members and internal J.P. Morgan partners.
- Establish and grow J.P. Morgan’s client relationships with RIAs, banks and trusts, and family offices.
- Consultatively position mutual funds, ETFs, separately managed accounts, and alternative investments to increase assets under management.
- Communicate J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through the Guide to the Markets, Guide to Alternatives, and Portfolio Insights programs.
- Earn and maintain the trust of clients.
- Use time and the local budget efficiently and effectively.
- Travel within the region approximately six times per year.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive commission-based pay and/or discretionary incentive compensation in the form of 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
