JOB DESCRIPTION
Our Sales teams help our clients build stronger portfolios for institutions, intermediaries, and individuals.
Job Summary:
Private Wealth Alternatives in the U.S. is a rapidly growing $2 Trillion market and represents an enormous opportunity for J.P. Morgan Asset Management. As a leading Alternatives manager (over $200 Billion assets under management globally across real estate, infrastructure and real assets, private equity, private credit, and hedge funds) — and a leading asset manager for U.S. financial intermediaries in mutual funds, SMAs, and ETFs, including liquid alternatives — we’re powerfully positioned to bring private market solutions to individual investors through financial intermediaries.
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios. You will be part of a rapidly growing market and will have the chance to bring private market solutions to team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm’s investment strategies to increase assets under management.
Job Responsibilities:
- Attain placement of J.P. Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker/dealer, and J.P. Morgan Chase affiliate channels.
- Proactively contact broker-dealer firms to identify avenues for increased penetration, including but not limited to new advisor referrals, conference/meeting opportunities, and website presence.
- Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and developing, coordinating, and managing broker-dealer firms’ campaigns and marketing support activities.
- Perform a variety of sales functions including client meetings, client follow-up, proposal generation, presentations, public speaking, and attending seminar and industry events.
- Develop a clear understanding of client’s strategic objectives.
- Provide product information, gather marketing data, and offer sales/marketing solutions.
- Monitor and analyze broker-dealer firm’s sales activities and competitors’ coverage.
- Work closely with the sales team to exchange ideas and formulate strategies for increased penetration within targeted firms.
- Assist in gathering information on emerging trends within the broker-dealer community.
Required Qualifications, Capabilities, and Skills:
- 5+ years’ experience with a financial services company in a sales/specialist role.
- Extensive experience in the private alternative space, including experience in various structures of private alternatives, non-traded REITs, business development companies, Interval Funds, and closed-end offerings.
- Experience raising capital in Southern California, Nevada, and the four corners.
- Ability to communicate information and state problems or challenges to be resolved in a clear, concise, courteous, and professional manner.
- Client focused – possessing the ability to align processes, procedures, systems, and personnel to meet the needs of broker-dealer firms.
- Strong listening and communication skills.
- Ability to thrive in a challenging and collaborative sales environment.
- Frequent travel is required.
- FINRA Series 7, 63.
Preferred Qualifications, Capabilities, and Skills:
ABOUT US
JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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.
JPMorgan Chase 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.
