Apply Now    

Asset Management, Funds, Internal Client Advisor, Associate

Job Description

Asset & Wealth Management:
 
J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.8 trillion and assets under management of $2.0 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March 31, 2018.)
 
Throughout its long and distinguished history, Asset & Wealth Management has been steadfastly committed to putting its clients' interests first. This fiduciary responsibility defines our relationship with clients and informs every decision we make on their behalf. The Asset & Wealth Management business is also guided by its  strategic objective and business priorities.
 
Asset Management:
 
J.P. Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
  • A clear focus on managing client assets and delivering strong risk-adjusted returns
  • More than 1,100 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
  • Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan
J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.
 
Business Overview:
 
JPMorgan Asset Management is a global industry leader with over $1.5 trillion of assets under supervision, $8 billion in annual revenues, and 14,000 employees. The business provides investment management products and services to institutional and individual investors worldwide.  JPMorgan Asset Management offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.
 
Role Description:
 
The primary role of the internal client advisory team is to attract new clients to the firm's Asset Management business by prospecting, closing business, and promoting the JPMorgan Mutual Funds and Exchange Traded Funds (ETFs) to financial advisors and the brokerage community.  In this role, you will gain a strong overview and deeper knowledge of the financial markets and various investment management products.  The position requires accountability to an external salesperson that is on the road also engaging with financial advisors. Candidates should be self-starters who have a strong desire to succeed and to achieve goals in a consistent and timely manner.  You will be a member of the internal sales team, working to achieve the goals of that team. Candidates should be self-starters who have a strong desire to succeed and to achieve goals in a consistent and timely manner.
 
Responsibilities:
  • Identify and profile leading advisors through calling efforts, mail/email campaigns, and referrals
  • Cultivate and manage client relationship, by responding to client inquiries, providing ongoing communication with clients/prospects, and managing the client/prospects throughout the sales cycle, resulting in closed business.
  • Develop and strengthen relationships with key advisors and market centers of influence
  • Deliver "the best of the firm" to key advisors, through value-add tools/support, product information and updates, and unique JPM market insights
  • Partner with 1-2 field wholesalers, with responsibilities including advisor scheduling, call-backs, and lead generation
The candidate will have:
  • Proven results and demonstrated sustainable achievement in a competitive environment (Drive for achievement)
  • Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
  • Capacity to build relationships across entire organization and with our partner firms (Manage relationships)
  • Excellent written and verbal communication skills
  • Leverage our global resources
Qualifications:
  • Education: Bachelor degree required
  • Experience: 2+ year's financial services experience preferred and/or directly related sales leadership experience
  • Licenses: Minimum requirement Series Series 7 and 63
Req #: 180049674
Location: Columbus, OH US
Job Category: Asset Management
Employment Type: Full Time
Potential Referral Amount: 1500 US Dollar (USD)

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Join Now

Privacy Statement

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us by calling (US and Canada Only) 1-866-777-4690. Please indicate the specifics of the assistance needed.


Keep in touch

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.