Asset Management Platform Solutions Client Advisor, Central Region Vice President
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Job Location:
Chicago, IL - USA
Monthly Salary:
$ 100000 - 100000
Posted on:
4 days ago
Vacancies:
1 Vacancy
Job Summary
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client serviceteams marketing support andproduct specialists are dedicated to the support of our clients and leveragethe capabilities of our global firmto deliver to our clients. Our Sales teams help our clients build stronger portfolios for institutions intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way thats best for them.
As a Platform Solutions Client Advisor within J.P. Morgan Asset Managements RIA channel you will collaborate with our clients to provide them with growth solutions for their practice. This includes portfolio construction and automated Tax-Smart implementation capabilities of J.P. Morgan and 55ip. Your role will encompass a range of capabilities such as Scaled Tax-Smart implementation and rebalancing Tax-Smart portfolio transitions Automated ongoing tax loss harvesting Tax-Smart withdrawals Tax benefit reporting and representing J.P. Morgans suite of investment solutions. As a vital team player your energy creativity and strong spirit of collaboration will contribute to our firms growth and bring scalability to the clients we serve. Your ability to thrive in a team environment and partner with asset management and technology professionals along with the RIA clients we serve is essential.
Job Responsibilities
- Drive new and support existing tax management business with RIAs providing them with additional efficiency
- Promote and represent J.P. Morgans investment solutions (Custom Models Tax-Managed Active and Index SMAsmutual funds and ETFs)for inclusion in RIA practices
- Serve all layers of client firms from the C-suite through back-office operations
- Navigate across internal and external constituencies such as custody platforms TAMPs and technology vendors by bringing a solution-based mindset that breaks through complexity and unlocks commercial growth
- Effectively manage territory with a level of organization and forethoughtas demonstrated by your ability to develop and follow a plan managing travel and expenses appropriately
- Efficiently use time with clients and demonstrate office approaches with professionalism
- Identify key individuals within assigned territory
- Travel to meet prospects and clients
- Proactively look for new ways of doing things internally and in the marketplace championing industry innovation
Required qualifications capabilities and skills
- You will understand the wealth and asset management industries tax management custody and/or financial technology and all facets of RIA business management including growth strategies investment solutions technology infrastructure and operations.
- High-level of comfort with and enthusiasm for technology-driven products and user experience
- 10 Years of sales/client engagement experience
- Deep understanding of tax loss harvesting strategies and how they are implemented
- Expertise working within a team based model
- Proven demonstration of consultative style of sales identifying challenges and solutions
- Relationship builder with an established client network
- Excellent interpersonal skills with the ability to interact well with a team
- Show an aptitude and appetite to deliver high-quality outbound client engagement activity through multiple mediums (in-person Zoom conference calls phone calls and emails) with new and existing clients and prospects
- Established self-starter and self-motivated as demonstrated by level of competitiveness
- Series 7 Series 63 required
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
