Asset Management - Independent Broker Dealer Channel - Advisor Resource Team (ART) Client Advisor, Vice President
Core
Provide hybrid sales coverage to high-potential financial advisors, positioning a full suite of J.P. Morgan strategies including mutual funds, managed accounts, ETFs, third-party models, DC solutions, and Alternatives products.
Role type
Vice President, Client Advisor (Asset Management Sales)
Builds
Investment solutions and AUM growth for financial advisors
Domain
Asset Management / Financial Services
Required skills
Asset management sales experience, consultative storytelling, emotional intelligence, adaptability, innovation mindset, organization, discipline, professionalism, results-oriented mindset, process-oriented mindset
Preferred skills
Wholesaling knowledge
Technologies
ZOOM, WebEx
Responsibilities
Conduct virtual meetings with financial advisors, travel for in-person territory meetings, present J.P. Morgan value-added resources, build rapport with high-potential advisors, partner with internal specialists and generalist client advisors
Seniority
Senior, hands-on IC