Asset Management - Subadvisory Client Advisor - West Region
JPMorganChase, Apple Valley, CA, United States
Overview
J.P. Morgan Asset Management is dedicated to delivering exceptional service and investment solutions to our clients and business partners. Our global sales and client service teams, along with marketing support and product specialists, work to strengthen portfolios for institutions, intermediaries, and team members. As a leading subadvisor to large annuity manufacturers and mutual fund companies, we focus on helping clients achieve their goals with tailored investment strategies. Job Responsibilities
Sell JPMAM investment capabilities embedded in variable annuity platforms by influencing insurance company wholesalers and VA-producing financial advisors Cultivate relationships and providing market, retirement and annuity insights Partner with Funds Management retail sales counterparts to identify VA-producing advisors to target in addition to current business model focused on driving cash flow via insurance wholesaler interactions Implement the JPMorgan Asset Management sales process which includes, profiling, inputting sales contacts/calls in customer relationship management (CRM) system, reporting results, sharing best practices, and participating in sales meetings Participate in the development of VA content, capabilities, and tools throughout the organization with complete integration into sales practices and processes Build and maintain internal resources across Funds Management and portfolio management teams, leveraging shared resources and communicating sales and marketing intelligence to clients Required qualifications, capabilities and skills
Proven results and demonstrated sustainable achievement in a competitive environment (drive for achievement) Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise) Capacity to build relationships across entire organization and with our partner firms (strength managing relationships) as well as grow, develop and maintain working relationships with advisors Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency, and alternative asset classes Ability to effectively leverage our global resources to drive sales results Focus and desire to increase and retain the firm's assets by identifying opportunities and creative solutions Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan seven-step sales process Willingness to reside in California or Arizona and travel in territory as required Ability to administer, on a timely basis, required reports to the appropriate JPM areas including sales plans, call reports, and promotional programs Effectiveness in presenting to internal and external insurance company wholesalers and financial advisors Series 7, 63 and Bachelor's Degree Preferred qualifications, capabilities and skills
Understanding of variable annuity and insurance products and platforms preferred About Us
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 About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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J.P. Morgan Asset Management is dedicated to delivering exceptional service and investment solutions to our clients and business partners. Our global sales and client service teams, along with marketing support and product specialists, work to strengthen portfolios for institutions, intermediaries, and team members. As a leading subadvisor to large annuity manufacturers and mutual fund companies, we focus on helping clients achieve their goals with tailored investment strategies. Job Responsibilities
Sell JPMAM investment capabilities embedded in variable annuity platforms by influencing insurance company wholesalers and VA-producing financial advisors Cultivate relationships and providing market, retirement and annuity insights Partner with Funds Management retail sales counterparts to identify VA-producing advisors to target in addition to current business model focused on driving cash flow via insurance wholesaler interactions Implement the JPMorgan Asset Management sales process which includes, profiling, inputting sales contacts/calls in customer relationship management (CRM) system, reporting results, sharing best practices, and participating in sales meetings Participate in the development of VA content, capabilities, and tools throughout the organization with complete integration into sales practices and processes Build and maintain internal resources across Funds Management and portfolio management teams, leveraging shared resources and communicating sales and marketing intelligence to clients Required qualifications, capabilities and skills
Proven results and demonstrated sustainable achievement in a competitive environment (drive for achievement) Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise) Capacity to build relationships across entire organization and with our partner firms (strength managing relationships) as well as grow, develop and maintain working relationships with advisors Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency, and alternative asset classes Ability to effectively leverage our global resources to drive sales results Focus and desire to increase and retain the firm's assets by identifying opportunities and creative solutions Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan seven-step sales process Willingness to reside in California or Arizona and travel in territory as required Ability to administer, on a timely basis, required reports to the appropriate JPM areas including sales plans, call reports, and promotional programs Effectiveness in presenting to internal and external insurance company wholesalers and financial advisors Series 7, 63 and Bachelor's Degree Preferred qualifications, capabilities and skills
Understanding of variable annuity and insurance products and platforms preferred About Us
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 About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
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