JPMorganChase · 1 month ago
Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate
10 S Dearborn St, Chicago, IL, 60603, US
Full-time
Onsite
Entry Level
$70K/yr - $70K/yr
2+ years expJPMorgan 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 external Private Wealth Alternatives Client Advisors to drive market share in JPMorgan alternatives product solutions, engaging both external financial advisors and internal clients to educate them about alternatives offerings.
Asset ManagementBankingFinancial 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
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
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
Recent News
2026-01-23
2026-01-22
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