Asset Management External Client Advisor Executive Director jobs at Jpmorgan
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1,274 jobs found
24.06.2024
JPM
JPMorgan Asset Management External Client Advisor Executive Director United States, New York
Work collaboratively with DCIS Client Advisors, Retirement sales management, Retirement Insights, product and marketing teams to deliver the full capabilities of JPMAM to the retirement aggregator firms. Develop and maintain...
Prioritize the interests of our clients above all else. Build and maintain the trust of the financial advisors we work with. Foster partnerships both internally and externally, demonstrating a team-oriented...
Work with IIG team, portfolio company management and boards, external advisers and JPMAM stakeholders to bridge the commercial and legal discourse in M&A transactions;. Ensure appropriate risk management, governance, consistency...
Drive new, and support existing, tax management business with RIAs, providing them with additional efficiency. Promote and represent J.P. Morgan’s investment solutions (Custom Models, Tax-Managed Active and Index SMAs, mutual...
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...
Partner with advisors and Chase Middle Market Bankers to support the Retirement Sales and Service teams,. Work with other internal peers (marketing, service, the conversion team and Finance) to develop,...
Drive new, and support existing, tax management business with RIAs, providing them with additional efficiency. Promote and represent J.P. Morgan’s investment solutions (Custom Models, Tax-Managed Active and Index SMAs, mutual...
Work collaboratively with DCIS Client Advisors, Retirement sales management, Retirement Insights, product and marketing teams to deliver the full capabilities of JPMAM to the retirement aggregator firms. Develop and maintain...
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