JPMorganChase · 2 weeks ago
Asset Management - Platform Solutions Client Advisor, West Region - Vice President
San Francisco, CA
Full-time
Onsite
Senior Level, Lead/Staff
$100K/yr - $100K/yr
10+ years expJ.P. Morgan Asset Management is committed to providing exceptional service to 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.
Asset ManagementBankingFinancial 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
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
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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