Asset Management - Private Wealth Alternatives Client Advisor - Vice President - JPMorgan Chase
Atlanta, GA
About the Job
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and
individuals.
Job Summary:
Private Wealth Alternatives in the U.S. is a rapidly growing $2 Trillion market and represents an enormous opportunity for J.P. Morgan Asset Management. As a leading Alternatives manager (over $200 Billion assets under management globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) - and a leading asset manager for U.S. financial intermediaries in mutual funds, SMAs and ETFs, including liquid alternatives) - we're powerfully positioned to bring private market solutions to individual investors through financial intermediaries.
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios. You will be part of a rapidly growing market and will have the chance to bring private market solutions to team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's investment strategies to increase assets under management.
Job Responsibilities:
+ Attain placement of J.P. Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker/dealer, and J.P. Morgan Chase affiliatechannels.
+ Proactively contact broker-dealer firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence.
+ Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and develop, coordinate, and manage broker-dealer firms' campaigns and marketing support activities.
+ Perform a variety of sales functions including client meetings, client follow-up, proposalgeneration, presentations, public speaking, and attending seminar and industry events.
+ Develop a clear understanding of client's strategic objectives.
+ Provide product information, gather marketing data, and offer sales/marketing solutions.
+ Monitor and analyze broker-dealer firm's sales activities and competitors' coverage.
+ Work closely with sales team to exchange ideas and formulate strategies for increasedpenetration within targeted firms.
+ Assist in gathering information on emerging trends within the broker-dealer community.
Required qualifications, capabilities and skills:
+ 5+ years' experience with financial services company in sales/specialist role.
+ Extensive experience in the private alternative space, including experience in variousstructures of private alternatives, non-traded REITs, business development companies,Interval Funds, and closed end offerings.
+ Ability to communicate information and state problems or challenges to be resolved in aclear, concise, courteous and professional manner.
+ Client focused - possessing the ability to align processes, procedures, systems, andpersonnel to meet the needs of broker-dealer firms.
+ Strong listening and communication skills.
+ Ability to thrive in a challenging and collaborative sales environment.
+ Proficient computer skills with strong knowledge of MS Office, Word, Excel, andPowerPoint.
+ Frequent travel is required.
+ FINRA Series 7, 63
Preferred qualifications, capabilities and skills
+ CFA, CAIA
JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $100,000.00 - $100,000.00 / year
individuals.
Job Summary:
Private Wealth Alternatives in the U.S. is a rapidly growing $2 Trillion market and represents an enormous opportunity for J.P. Morgan Asset Management. As a leading Alternatives manager (over $200 Billion assets under management globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) - and a leading asset manager for U.S. financial intermediaries in mutual funds, SMAs and ETFs, including liquid alternatives) - we're powerfully positioned to bring private market solutions to individual investors through financial intermediaries.
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios. You will be part of a rapidly growing market and will have the chance to bring private market solutions to team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's investment strategies to increase assets under management.
Job Responsibilities:
+ Attain placement of J.P. Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker/dealer, and J.P. Morgan Chase affiliatechannels.
+ Proactively contact broker-dealer firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence.
+ Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and develop, coordinate, and manage broker-dealer firms' campaigns and marketing support activities.
+ Perform a variety of sales functions including client meetings, client follow-up, proposalgeneration, presentations, public speaking, and attending seminar and industry events.
+ Develop a clear understanding of client's strategic objectives.
+ Provide product information, gather marketing data, and offer sales/marketing solutions.
+ Monitor and analyze broker-dealer firm's sales activities and competitors' coverage.
+ Work closely with sales team to exchange ideas and formulate strategies for increasedpenetration within targeted firms.
+ Assist in gathering information on emerging trends within the broker-dealer community.
Required qualifications, capabilities and skills:
+ 5+ years' experience with financial services company in sales/specialist role.
+ Extensive experience in the private alternative space, including experience in variousstructures of private alternatives, non-traded REITs, business development companies,Interval Funds, and closed end offerings.
+ Ability to communicate information and state problems or challenges to be resolved in aclear, concise, courteous and professional manner.
+ Client focused - possessing the ability to align processes, procedures, systems, andpersonnel to meet the needs of broker-dealer firms.
+ Strong listening and communication skills.
+ Ability to thrive in a challenging and collaborative sales environment.
+ Proficient computer skills with strong knowledge of MS Office, Word, Excel, andPowerPoint.
+ Frequent travel is required.
+ FINRA Series 7, 63
Preferred qualifications, capabilities and skills
+ CFA, CAIA
JPMorgan Chase & Co., 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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
New York,NY $100,000.00 - $100,000.00 / year
Source : JPMorgan Chase