JPMorgan Asset Management - National Accounts Client 

United States, New York, New York 

668008893

As a National Accounts Subadvisory Client Advisor within JPMAM, you will be responsible for establishing credibility and fostering relationships with clients at a national/home office level. Your role will involve promoting our investment strategies with the aim of increasing our assets under management. Your professionalism and diligence in meeting client expectations will be crucial in enhancing the number and quality of our effective partnerships.

Job Responsibilities

• Create, build and maintain relationships with senior client representatives at mutual funds companies, insurance firms and recordkeepers
• Identify, develop and close new business opportunities with existing clients and prospects
• Manage the research and due diligence process for investment opportunities — analyzing, recommending and presenting those solutions
• Work with wholesaling, marketing, and product strategy to coordinate delivery of value added services and distribution support programs
• Perform relationship/ investment reviews and serving as the primary liaison between JPMAM and its clients

Required qualifications, capabilities and skills

• 5+ years of sales experience within the financial services industry; client acquisition or cross-selling experience
• Ability to position and differentiate our products against competitor firms and their products
• Possess understanding of investment fundamentals (capital markets, principles of portfolio management, and asset management performance analysis)
• Demonstrated success selling asset management products
• Strong presentation, verbal and written communication skills
• Self-motivated, enthusiastic, and organized
• Excellent listening skills as well as the ability to identify opportunities and suggest creative solutions towards building joint business agendas
• Consultative sales style. Understands the need for relationship building, not simply product discussion. However, does have the ability to take advantage of product opportunities when appropriate
• Strong internal and external influencing and relationship building capabilities
• Bachelor’s Degree, Series 7, Series 63 and Series 3
• Ability to travel extensively

Preferred qualifications, capabilities and skills

• Broad knowledge of JPMAM's investment capabilities preferred
• Knowledge of mutual funds, variable annuities, retirement investment products preferred
• CFA or similar qualifications preferred