About this role
JPMorgan Asset Management is a worldwide leading investment manager of choice for institutions, financial intermediaries and individual investors. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Job Description
As a PWA ICA within JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives product solutions in their geographic territory. The PWA ICA will interact with both external and internal clients. External clients are financial advisors in their territory. PWA ICAs will educate their clients about the alternatives industry and JPMorgan’s suite of alternatives products. Internal clients are Client Advisors and Internal Client Advisors in multiple generalist channels including Wirehouse, RIA, Independent Broker-Dealer and Chase Wealth Management channels. These internal partners will leverage PWA ICAs as specialists in alternatives-focused conversations with their clients. The candidate must work collaboratively across channels with their JPMorgan counterparts to engage and close alternatives sales opportunities.
Job responsibilities
- Partnering with 1-2 PWA CAs in furthering our alternatives footprint within their respective sales territories
- Identifying financial advisors that would like to be educated about JPMorgan’s alternatives capabilities
- Cultivating and managing client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and managing clients/prospects through the sales cycle, resulting in closed alternatives business
- Functioning as an alternatives specialist for the generalist CA/ICA teams by adding value in alternatives-related conversations with their financial advisor clients
- Having expert-level conversations by demonstrating knowledge in JPM alternatives products, alternatives product competitors, and alternatives portfolio construction
Required qualifications, capabilities and skills
- 2+ years financial sales experience, experience selling over the phone required
- Proven track record of success in selling alternatives products
- Ability to demonstrate alternatives industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
- Capacity to build relationships with financial advisor clients and within our broader JPMorgan Asset management organization (relationship development/management)
- Proven success with multi-tasking and staying on top of priorities
- Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes
- Excellent written and verbal communication skills
- Drive to exceed activity requirements and manage multiple territory priorities
- Ability to tell the "JPM alternatives story" clearly, concisely, and in a compelling way
- Bachelor's degree required
- Required licenses: SIE, Series 7, Series 63 (or 66)
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 & Co. is an Equal Opportunity Employer, including Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Other facts
About JPMorgan Chase & Co.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
Social Media Terms and Conditions: https://bit.ly/JPMCSocialTerms
JPMorgan Chase & Co. is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
What you'll do
- The PWA ICA will partner with external Private Wealth Alternatives Client Advisors to drive market share in JPMorgan alternatives product solutions. They will educate financial advisors about alternatives capabilities and manage client relationships throughout the sales cycle.
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