Asset Management - Private Wealth Alternatives Internal Client Advisor

JobID: 210529938

Category: Client Sales

JobSchedule: Full time

Posted Date: 2024-06-18T21:29:56+00:00

JobShift:

Base Pay/Salary: New York,NY $65,000.00-$70,000.00

Private Wealth Alternatives in the U.S. is a rapidly growing $2 Trillion market and represents an enormous opportunity for J.P. Morgan Asset Management. As a leading Alternatives manager (over $200 Billion assets under management globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) - and a leading asset manager for U.S. financial intermediaries in mutual funds, SMAs and ETFs, including liquid alternatives) - we're powerfully positioned to bring private market solutions to individual investors through financial intermediaries.

As a Private Wealth Alternatives Internal Client Advisor you will provide field sales within the Mid Atlantic region. The Private Wealth Alternatives Internal Client Advisor will drive financial advisor engagement across wire houses, private banks, RIAs, independent broker/dealers, and J.P. Morgan Chase affiliates. Private Wealth Alternatives Internal Client Advisor will also be responsible for presenting JPMorgan's value added services such as its Market Insight Series, featuring the Guide to Alternatives. The job requires the ability to establish credibility and build rapport with financial advisors as a regional spokesperson of the firm to promote the firm's investment strategies in an effort to increase assets under management.

Job Responsibilities

• Attain placement of J.P. Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker/dealer, and J.P. Morgan Chase affiliate channels.

• Proactively contact broker-dealer firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence.

• Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and develop, coordinate, and manage broker-dealer firms' campaigns and marketing support activities.

• Perform a variety of sales functions including client meetings, client follow-up, proposal generation, presentations, public speaking, and attending seminar and industry events.

• Develop a clear understanding of client's strategic objectives.

• Provide product information, gather marketing data, and offer sales/marketing solutions.

• Monitor and analyze broker-dealer firm's sales activities and competitors' coverage.

• Work closely with sales team to exchange ideas and formulate strategies for increased penetration within targeted firms.

• Assist in gathering information on emerging trends within the broker-dealer community.

Required qualifications, capabilities and skills

• 2+ years of financial service experience preferred and/or related sales leadership experience.

• Experience in the private alternative space (real estate, private equity, infrastructure, etc.) including experience in various structures of private alternatives, non-traded REITs, business development companies, Interval Funds, and closed end offerings.

• Ability to communicate information and state problems or challenges to be resolved in a clear, concise, courteous and professional manner.

• Client focused - possessing the ability to align processes, procedures, systems, and personnel to meet the needs of broker-dealer firms.

• Ability to thrive in a challenging and collaborative sales environment.

• Proficient computer skills with strong knowledge of MS Office, Word, Excel, and PowerPoint.

• Available to work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available (especially during regular business hours or shifts) to communicate with subordinates, supervisors and co-workers.

• Series 7, Series 63