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Asset Management - Private Wealth Alternatives Client Advisor - Vice President
JPMorgan Chase Atlanta, GA
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$128k-167k (estimate)
Full Time 2 Weeks Ago
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JPMorgan Chase is Hiring an Asset Management - Private Wealth Alternatives Client Advisor - Vice President Near Atlanta, GA

Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries andindividuals.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 you will provide field sales across the mid Atlantic coast. The Private Wealth Alternatives Client Advisor will drive financial advisor engagement across wirehouses, private banks, RIAs, independent broker/dealers, and J.P. Morgan Chase affiliates. Private Wealth Alternatives Client Advisor will also be responsible for presenting JPMorgan's value added services such as its Market Insight Series, featuring the Guide to Alternatives. The job requires the ability to establish credibility and build rapport with financial advisors as a regional spokesperson of the firm to promote the firm's investment strategies in an effort 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, 63Preferred qualifications, capabilities and skills CFA, CAIA

Job Summary

JOB TYPE

Full Time

SALARY

$128k-167k (estimate)

POST DATE

05/01/2024

EXPIRATION DATE

05/20/2024

WEBSITE

jpmorganchase.com

HEADQUARTERS

MCKINNEY, TX

SIZE

>50,000

FOUNDED

1968

REVENUE

>$50B

INDUSTRY

Banking

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About JPMorgan Chase

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and... affirmative action employer Disability/Veteran. More
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