Job Summary
As an Institutional Sales Associate (ISA), you will beworking with your client advisor(s)
Job Responsibilities
- Develop strong relationshipsalongside with your client advisor(s) withtop-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAMC value proposition
- Ownership of territory data in CRM & responsible for ongoing maintenance
- Proactively identify and engage clients and prospects around strategic initiatives, while partnering with Client Advisors to cultivate relationships and leverage industry resources to spot trends and opportunities.
- Responsible for the coordination & delivery of client communications & events
- Provide superior client service by being responsive, thoughtful and making the clients’ needs the focus
- Leverage cutting-edge technological tools to showcase our resources to clients in a more user-friendly way
- Partner with Client Advisors by being completely aligned on the objectives needed to achieve goals
- Demonstrate effective territory management skills by focusing on timely follow-up, conducting strategy reviews, scheduling meetings/events and lead generation
- Convey the thought leadership of our Market Insights team & other resources to aid clients’ understanding of the ever-changing market landscape
- Work closely with internal partners (Legal, Marketing, Compliance, etc.) to meet the daily needs of clients & prospects
Required qualifications, capabilities and skills
- Bachelor’s degree
- 2+ years of financial service experience preferred and/or related sales leadership experience
- Self-starter with passion for sales and the financial markets
- 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
- Excellent verbal communication and presentation skills
- CSC Dealing Representative license required within first 6 months
Preferred qualifications, capabilities and skills
- CIM/CFA or progress toward the designation preferred
- Bilingual: French preferred