J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.
As a Platform Solutions Client Advisor within J.P. Morgan Asset Management's RIA channel, you will collaborate with our clients to provide them with growth solutions for their practice. This includes portfolio construction and automated, Tax-Smart implementation capabilities of J.P. Morgan and 55ip. Your role will encompass a range of capabilities such as Scaled Tax-Smart implementation and rebalancing, Tax-Smart portfolio transitions, Automated, ongoing tax loss harvesting, Tax-Smart withdrawals, Tax benefit reporting, and representing J.P. Morgan's suite of investment solutions. As a vital team player, your energy, creativity, and strong spirit of collaboration will contribute to our firm's growth and bring scalability to the clients we serve. Your ability to thrive in a team environment and partner with asset management and technology professionals, along with the RIA clients we serve, is essential.
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
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
Travel to meet prospects and clients
Proactively look for new ways of doing things internally and in the marketplace, championing industry innovation
Required qualifications, capabilities and skills
You will understand 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.
High-level of comfort with and enthusiasm for technology-driven products and user experience
10+ Years of sales/client engagement experience
Deep understanding of tax loss harvesting strategies and how they are implemented
Expertise working within a team based model
Proven demonstration of consultative style of sales, identifying challenges and solutions
Relationship builder with an established client network
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 required
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
Base Pay/Salary
San Francisco,CA $100,000.00 - $100,000.00 / year; Seattle,WA $100,000.00 - $100,000.00 / year
