Asset Management IBD ART Client Advisor Vice President
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Job Location:
Columbus, NE - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
TheART Client Advisorwill 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 JPMAMs 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. Morgans 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
- Bachelors degree
- Licenses: Minimum requirement Series 7 and 63
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
