What are the responsibilities and job description for the Asset Management - Institutional Sales, Public Funds, Western Region - Executive Director position at JPMorganChase?
Job Description
As the Executive Director, Institutional Sales, Public Institutions, you will lead business development and relationship management across public pensions and retirement systems institutions. You will be responsible for driving asset growth and retention of assets across a broad platform of traditional and alternative investment capabilities while serving as a trusted advisor to clients in the Western Region. You will report directly to the head of public funds and you will also be responsible for collaborating with other internal colleagues focused on DC, ETF sales, and Consultants.
Job Responsibilities
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.
As the Executive Director, Institutional Sales, Public Institutions, you will lead business development and relationship management across public pensions and retirement systems institutions. You will be responsible for driving asset growth and retention of assets across a broad platform of traditional and alternative investment capabilities while serving as a trusted advisor to clients in the Western Region. You will report directly to the head of public funds and you will also be responsible for collaborating with other internal colleagues focused on DC, ETF sales, and Consultants.
Job Responsibilities
- Originate and close new business with public pension plans and retirement systems
- Drive engagement and sales across alternative (private equity, private credits, real assets, hedge funds) and traditional strategies (equities, fixed income, and multi-asset)
- Build and deepen relationships with CIO’s, investment staff, and field consultants
- Act as primary point of contact for key public fund clients and prospects
- Maintain and deliver public fund expertise, market insights, asset allocation knowledge, and articulate key JPMorgan strategies and initiatives
- Coordinate with internal partners, including: Defined Contribution, ETF, Consultant Relations, and other lines of business
- Partner with Investment Specialists and Portfolio Managers to position solutions effectively
- Mentor junior sales professionals and contribute to team culture
- Provide feedback to product strategy and leadership to develop new capabilities based on client needs and market demand
- Collaborate across distribution, marketing, and investment teams
- Existing relationships with public pension plans and consultants
- Demonstrated success raising assets across both alternative and traditional strategies
- Strong understanding of asset allocation and portfolio construction
- Proven track record of developing key internal and external partnerships with sales teams and individuals
- Highly motivated, with the ability to work independently
- Team-oriented mindset
- Excellent presentation, negotiation, and verbal communication skills
- High degree of credibility with senior investors.
- Travel is required
- Series 7, 63, 3
- Bachelor’s degree required
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.
Salary : $215,000 - $350,000