JPMorgan Asset Management - Platform Solutions Internal Client Advisor Associate 

United States, New York 

758134689

Job Responsibilities

• 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 funds and ETFs) for inclusion in RIA practices
• Serve all layers of client firms, from the C-suite through back-office operations
• Navigate across internal and external constituencies, such as custody platforms, TAMPs and technology vendors, by bringing a solution-based mindset that breaks through complexity and unlocks commercial growth
• Partner with Client Advisor to effectively manage territory with a level of organization and forethought as demonstrated by your ability to develop and follow a plan, managing travel and expenses appropriately
• Efficiently use time with clients and demonstrate office approaches with professionalism
• Identify key individuals within assigned territory
• Proactively look for new ways of doing things internally and in the marketplace, championing industry innovation

Required qualifications, capabilities and skills

• Bachelor’s degree
• Proven results shown through sustainable achievement in a competitive environment
• Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
• Capacity to build relationships across entire organization and with our partner firms
• Understanding of the wealth and asset management industries, tax management, custody and/or financial technology and all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations.
• Deep understanding of tax loss harvesting strategies and how they are implemented
• Proven demonstration of consultative style of sales, identifying challenges and solutions
• Excellent interpersonal skills with the ability to interact well with a team
• Show an aptitude and appetite to deliver high-quality outbound client engagement activity through multiple mediums (in-person, Zoom, conference calls, phone calls and emails) with new and existing clients and prospects
• Established "self-starter", and self-motivated as demonstrated by level of competitiveness
• Series 7, Series 63