Asset Management - Global Strategic Relationships Institutional Advisor Enterprise - Senior Relationship Manager
At J.P. Morgan Asset Management, we are committed to being a trusted partner for our clients, delivering strong outcomes and innovative solutions. Serving a diverse range of clients-from the world's largest institutional investors to local financial advisors-we leverage our global perspective to address complex challenges and help secure what matters most to individuals, families, companies, and communities.
With over $3.7 trillion in assets under management across 25 countries, our clients rely on our expertise and integrity. The industry landscape is evolving rapidly; according to Cerulli, RIA consolidators have grown significantly over the past decade and now represent $1.5 trillion in assets under management. This growth is reshaping opportunities for strategic partners.
As the Senior Relationship Manager, you will play a pivotal role within the JPMAM Global Strategic Relationships team, responsible for managing and expanding relationships with key enterprise clients within the RIA segment. In this role, you will serve as the primary point of contact for high-value clients, and requires a proactive approach to identifying business needs, driving communication, and executing strategic initiatives to support business growth.
Job Responsibilities
- Client Relationships: Build, nurture, and expand relationships with clients, driving engagement across JPMAM's strategic priorities and delivering exceptional client experiences.
- Strategic Planning: Partner with internal stakeholders to design and implement partnership strategies that align with our business vision and objectives.
- Support, Service & Analytics: Lead critical support functions including business intelligence (BI), CRM management, RFIs, contract oversight, meeting preparation, and client event coordination.
- Business Management: Proactively manage key deliverables such as Quarterly Business Reviews, strategic planning sessions, event logistics, and team coordination to ensure seamless execution of business initiatives.
Required qualifications, capabilities and skills
- 10+ years of experience.
- Advanced proficiency in Microsoft Office Suite, CRM platforms, and project management tools.
- Strong work ethic and drive, with proven ability to manage multiple projects and priorities simultaneously.
- Exceptional adaptability and collaboration skills, with experience working across diverse teams and stakeholders.
- Meticulous attention to detail and commitment to excellence.
- Demonstrated experience in strategic partnership management or business development, ideally in a cross-functional context.
- Outstanding communication and interpersonal skills.
- Strategic and analytical mindset, focused on delivering long-term value and results.
- Willingness to travel as needed.
- Bachelor's degree.
- Series 7 & 63 licenses
Preferred qualifications, capabilities and skills
- MBA or advanced degree 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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What We Do
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.
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