• Job Description

  Req#: 210487777

  Role Summary

  This Regional Client Advisor will work within an Integrated Team and will have the primary responsibility of establishing and growing JP Morgan clients with RIA’s, Bank & Trusts and Family Offices. The Regional Client Advisor will work with these clients to consultatively position mutual funds, ETF’s, separately managed accounts and alternative investments to increase assets under management. This Regional Client Advisor will also be responsible for communicating JP Morgan’s views on markets, retirement and portfolio construction through the Guide to the Markets, Guide to Alternatives and Portfolio Insights programs.

  Job Summary

  JPMorgan Asset Management – US Funds Management seeks a Region Client Advisor within the Institutional Advisor (IA) Channel for JP Morgan serving RIA’s, Bank & Trusts, and Family Offices to provide coverage to clients. This role will be based in the Jersey City, NJ office of J.P. Morgan. With the goal towards building “clients for life,” the Regional Client Advisor will be part of an Integrated Team model in covering a Region, which is comprised of two distinct territories. Each territory will be covered by a J.P. Morgan Integrated Team comprised of a Client Advisor, Regional Client Advisor, Internal Client Advisor, ETF Client Advisor(s) and Retirement Client Advisors to serve the Registered Investment Advisor (RIA), Bank & Trust and Family Office clients in the Region. To accomplish this, the Regional Client Advisor should have the mindset of a solutions provider with a highly consultative approach and the ability to establish rapport and build/maintain trust. Collaboration with the members of the Integrated Teams and internal J.P. Morgan partners is an essential component to the success of this role.

  This Regional Client Advisor will work within an Integrated Team and will have the primary responsibility of establishing and growing JP Morgan clients with RIA’s, Bank & Trusts and Family Offices. The Regional Client Advisor will work with these clients to consultatively position mutual funds, ETF’s, separately managed accounts and alternative investments to increase assets under management. This Regional Client Advisor will also be responsible for communicating JP Morgan’s views on markets, retirement and portfolio construction through the Guide to the Markets, Guide to Alternatives and Portfolio Insights programs.

  Required Qualifications, skills and capabilities:

  • Earn and keep the trust of the clients we serve

  • Partnership with internal and external parties — team-player, willingness to work within a team structure

  • Respects/treats others as they'd like to be treated, respects the views and opinions of others, and always represents themselves with the utmost Integrity

  • Emotional Intelligence – adaptability to change and demonstrate strong interpersonal skills

  • Must be willing to travel into the Region - expected frequency of 6 times per year is required

  • Is consultative approach, not a product pusher

  • Innovation mindset — is on the lookout for better and faster ways of doing things

  • Knowledge and understanding of wholesaling as an internal or external is preferred

  • Bachelor’s degree preferred, securities licenses preferred, Series 7 & 63 licenses.

  • Organized and disciplined — is responsible for efficiently and effectively utilizing their time and local budget

  • Demonstrated professionalism-presence, communication style

  • Proven ability to operate within JPMC values

  • Excellence-refuses to settle for second best, both process and results oriented

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

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