Asset Management - Private Wealth Alternatives, Client Advisor, Northeast Region

Job Description

The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for J.P. Morgan Asset Management. As a leading global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables J.P. Morgan Asset Management to extend decades of trusted relationships with leading wealth managers by delivering private market solutions.

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 affiliate
  channels.
• 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, proposal
  generation, 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 increased
  penetration 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 various
  structures 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 a
  clear, concise, courteous and professional manner.
• Client focused – possessing the ability to align processes, procedures, systems, and
  personnel 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, and
  PowerPoint.
• Frequent travel is required.
• FINRA Series 7, 63

Preferred qualifications, capabilities and skills

• CFA, CAIA

About Us

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 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. 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

About the Team

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.​