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Chase · 3 weeks ago

Asset Management - Platform Solutions Client Advisor, Central Region - Vice President

United States

Full-time

Remote

Senior Level, Lead/Staff

$100K/yr - $100K/yr

10+ years exp

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. As a Platform Solutions Client Advisor, you will collaborate with clients to provide growth solutions, including portfolio construction and automated tax-smart implementation capabilities.

BankingFinancial Services

Responsibilities

Drive new, and support existing, tax management business with RIAs, providing them with additional efficiency

Promote and represent J.P. Morgan’s investment solutions (Custom Models, Tax-Managed Active and Index SMAs, mutual funds and ETFs) for inclusion in RIA practices

Serve all layers of client firms, from the C-suite through back-office operations

Navigate across internal and external constituencies, such as custody platforms, TAMPs and technology vendors, by bringing a solution-based mindset that breaks through complexity and unlocks commercial growth

Effectively manage territory with a level of organization and forethought as demonstrated by your ability to develop and follow a plan, managing travel and expenses appropriately

Efficiently use time with clients and demonstrate office approaches with professionalism

Identify key individuals within assigned territory

Travel to meet prospects and clients

Proactively look for new ways of doing things internally and in the marketplace, championing industry innovation

Qualification

Wealth management knowledgeTax management expertiseSales/client engagement experienceTax loss harvesting strategiesConsultative sales approachClient relationship buildingFinancial technology knowledgeSeries 7 certificationSeries 63 certificationTeam collaborationInterpersonal skillsSelf-starterCommunication skills

Required

You will understand the wealth and asset management industries, tax management, custody and/or financial technology and all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations

High-level of comfort with and enthusiasm for technology-driven products and user experience

10+ Years of sales/client engagement experience

Deep understanding of tax loss harvesting strategies and how they are implemented

Expertise working within a team based model

Proven demonstration of consultative style of sales, identifying challenges and solutions

Relationship builder with an established client network

Excellent interpersonal skills with the ability to interact well with a team

Show an aptitude and appetite to deliver high-quality outbound client engagement activity through multiple mediums (in-person, Zoom, conference calls, phone calls and emails) with new and existing clients and prospects

Established 'self-starter', and self-motivated as demonstrated by level of competitiveness

Series 7, Series 63 required