Asset Management - IBD ART Client Advisor - Vice President

Description

Job Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. We are the investment manager of choice for institutions, financial intermediaries and individual investors worldwide. With more than two centuries of experience, a broad range of core and alternative strategies, and investment professionals operating in every major market worldwide, teams offer investment experience and insight that few firms can match.

The ART Client Advisor will work with financial advisors to sell Mutual Fund, Managed accounts, ETFs, Models, DC solutions, and other products where JPMAM Investment capabilities are embedded.

As an ART Client Advisor within the JPMAM team, you will collaborate closely with field-aligned Client Advisors and Internal Client Advisors to effectively and efficiently manage the assigned territory. You will be responsible for presenting and communicating JPMAM's value-added services, including the Market Insight Series, Guide to the Markets, Guide to Retirement, and the Portfolio Insights program. Your role requires establishing credibility and building rapport with a targeted group of high-potential financial advisors, primarily through remote communication and virtual platforms such as Zoom, Webex, and Microsoft Teams. By leveraging JPM resources, tools, and investment strategies, you will work to increase assets under management (AUM).

Job responsibilities:

Cover high-potential firm branches/financial advisors/firms/teams through Zoom technology and occasional travel in the field

Partner closely with aligned field Client Advisors and Internal Client advisor to most effectively and efficiently cover the territory

Schedule, deliver and follow up on 18-25 Zoom agenda meetings per week

Deliver all of J.P. Morgan’s solutions, resources & tools to meet and exceed client expectations

Execute the JPM sales process, demonstrating a client-centric consultative approach

Present JPM products professionally and compellingly to motivate action

Required qualifications, capabilities and skills

3+ years of asset management sales experience

Knowledge and understanding of wholesaling to Financial Advisors/Firms/Teams with a proven track record of sales success

Capable of creating relationships & maintaining/strengthening existing relationships

Self-starter, self-motivated as demonstrated by level of competitiveness

Positive attitude, demonstrated by actions and ability to persevere where needed

Demonstrated experience and a commitment to teamwork and partnering with other JPM professionals

Experience selling mutual funds, ETFs and/or managed accounts etc.

Demonstrated level of aptitude, specifically – analytics, capital markets and business acumen with ability to articulate complex topics

Professionalism, presence, communication style and strong interpersonal skills

Bachelor’s degree

Licenses: Minimum requirement Series 7 and 63