What are the responsibilities and job description for the Asset Management - External Client Advisor - Carolinas - Vice President position at JPMorgan Chase?
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to 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 that’s 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 Morgan's 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
- Bachelor’s 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