JPMorgan Asset Management - Private Wealth Alternatives 

United States, Illinois, Chicago 

895354212

Job responsibilities

• Partnering with 1-2 PWA CAs in furthering our alternatives footprint within their respective sales territories
• Identifying financial advisors that would like to be educated about JPMorgan’s alternatives capabilities
• Cultivating and managing client relationships by responding to client inquiries, providing ongoing communication with clients/prospects, and managing clients/prospects through the sales cycle, resulting in closed alternatives business
• Functioning as an alternatives specialist for the generalist CA/ICA teams by adding value in alternatives-related conversations with their financial advisor clients
• Having expert-level conversations by demonstrating knowledge in JPM alternatives products, alternatives product competitors, and alternatives portfolio construction

Required qualifications, capabilities and skills

• 2+ years financial sales experience, experience selling over the phone required
• Proven track record of success in selling alternatives products
• Ability to demonstrate alternatives industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
• Capacity to build relationships with financial advisor clients and within our broader JPMorgan Asset management organization (relationship development/management)
• Proven success with multi-tasking and staying on top of priorities
• Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes
• Excellent written and verbal communication skills
• Drive to exceed activity requirements and manage multiple territory priorities
• Ability to tell the "JPM alternatives story" clearly, concisely, and in a compelling way
• Bachelor's degree required
• Required licenses: SIE, Series 7, Series 63 (or 66)