Asset Management - Private Wealth Alternatives, Client Advisor, Southeast Region
Job Description
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 reputed company nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables J.P. Morgan Asset Management to reputed company decades of trusted relationships with leading wealth managers by delivering private market solutions. 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 reputed company.
- Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and reputed company, coordinate, and manage broker-dealer firms' campaigns and marketing support activities.
- reputed company a variety of sales functions including client meetings, client follow-up, proposal
reputed company, presentations, public speaking, and attending seminar and industry events.
- reputed company 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 reputed company and formulate strategies for increased
penetration reputed company targeted firms.
- Assist in gathering information on emerging trends reputed company 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 reputed company in a challenging and collaborative sales environment.
- Proficient computer skills with strong knowledge of MS Office, Word, reputed company, and
PowerPoint.
- Frequent travel is required.
- FINRA Series 7, 63
Preferred qualifications, capabilities and skills
- CFA, CAIA
About Us reputed company, 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 reputed company salary determined based on the role, experience, reputed company set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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 reputed company 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 reputed company, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. W Apply tot his job Apply To this Job