JPMorganChase
Asset Management - Private Wealth Alternatives, Client Advisor, Southeast Region
JPMorganChase, Tampa, Florida, us, 33646
The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for J.P. Morgan Asset Management. As a leading global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide.
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 develop, coordinate, and manage 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 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 financial services company in 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. 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. Proficient computer skills with strong knowledge of MS Office, Word, Excel, and PowerPoint. Frequent travel is required. FINRA Series 7, 63 Preferred Qualifications, Capabilities, and Skills:
CFA, CAIA 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.
#J-18808-Ljbffr
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 develop, coordinate, and manage 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 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 financial services company in 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. 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. Proficient computer skills with strong knowledge of MS Office, Word, Excel, and PowerPoint. Frequent travel is required. FINRA Series 7, 63 Preferred Qualifications, Capabilities, and Skills:
CFA, CAIA 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.
#J-18808-Ljbffr