Asset Management External Client Advisor Carolinas Vice President
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Job Location:
Charlotte, VT - USA
Monthly Salary:
Not Disclosed
Posted on:
8 hours 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 Client Advisor with JP Morgan Asset Management you will play a pivotal role in fostering long-term relationships with financial advisors exclusively within the Edward Jones network. Your primary objective will be to build clients for life by collaborating closely with your Generalist Client Advisor to deliver exceptional service and solutions to financial advisors in your territory. This role requires a consultative mindset the ability to establish rapport and a commitment to building and maintaining trust.
Job Responsibilities
- Partner with Generalist Client Advisors and local Edward Jones leadership to effectively serve financial advisors.
- Operate within the Independent Broker Dealer (IBD) channel focusing on Edward Jones Financial Advisors in North and South Carolina.
- Provide field sales coverage and support to clients with a focus on growing relationships with newer Edward Jones financial advisors.
- Consult and position mutual funds ETFs and Separately Managed Accounts and the full suite of JPM capabilities (DC plans and models)to increase assets under management.
- Communicate JP Morgans insights on markets retirement and portfolio construction through programs like Guide to the Markets Guide to Retirement and Portfolio Insights.
Required qualifications capabilities and skills
- Bachelors Degree
- 5 years experience in internal or external wholesaling
- Willingness to travel up to 80% of the time
Preferred qualifications capabilities and skills
- Series 7 Series 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
