Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate jobs in United States
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Chase · 1 month ago

Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate

position10 S Dearborn St, Chicago, IL, 60603, US
timeFull-time
remoteOnsite
seniorityEntry Level
money$70K/yr - $70K/yr
date2+ years exp

JPMorgan Asset Management is a worldwide leading investment manager of choice for institutions, financial intermediaries and individual investors. As a PWA ICA, you will partner with an external Private Wealth Alternatives Client Advisor to drive market share in JPMorgan alternatives product solutions.

BankingFinancial Services

Responsibilities

Partnering with 1-2 PWA CAs in furthering our alternatives footprint within their respective sales territories
Identifying financial advisors that would like to be educated about JPMorgan’s alternatives capabilities
Cultivating and managing client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and managing clients/prospects through the sales cycle, resulting in closed alternatives business
Functioning as an alternatives specialist for the generalist CA/ICA teams by adding value in alternatives-related conversations with their financial advisor clients
Having expert-level conversations by demonstrating knowledge in JPM alternatives products, alternatives product competitors, and alternatives portfolio construction

Qualification

Financial sales experienceAlternatives product knowledgeRelationship managementFinancial markets familiarityCommunication skillsMulti-tasking abilityDrive to exceed activity requirementsBachelor's degreeRequired licenses SIERequired licenses Series 7Required licenses Series 63Required licenses Series 63 66

Required

2+ years financial sales experience, experience selling over the phone required
Proven track record of success in selling alternatives products
Ability to demonstrate alternatives industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
Capacity to build relationships with financial advisor clients and within our broader JPMorgan Asset management organization (relationship development/management)
Proven success with multi-tasking and staying on top of priorities
Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes
Excellent written and verbal communication skills
Drive to exceed activity requirements and manage multiple territory priorities
Ability to tell the 'JPM alternatives story' clearly, concisely, and in a compelling way
Bachelor's degree required
Required licenses: SIE, Series 7, Series 63 (or 66)

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

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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