Asset Management - Private Wealth Alternatives, Client Advisor, South Central Region - Vice President

Posted 7 Days Ago
Be an Early Applicant
Dallas, TX
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
The role involves advising clients on private market solutions, driving sales to financial advisors, and managing broker-dealer relationships.
Summary Generated by Built In
Job Description
The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for J.P. Morgan Asset Management. As a leading global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide. Our deep experience and scale enables J.P. Morgan Asset Management to extend decades of trusted relationships with leading wealth managers by delivering private market solutions.
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios. You will be part of a rapidly growing market and will have the chance to bring private market solutions to team member investors through financial intermediaries. You will promote financial advisor engagement across various channels and promote the firm's investment strategies 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:
  • 5+ years' experience with financial services company in sales/specialist role.
  • Extensive experience in the private alternative space, 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.
  • Strong listening and communication skills.
  • Ability to thrive in a challenging and collaborative sales environment.
  • Proficient computer skills with strong knowledge of MS Office, Word, Excel, and
    PowerPoint.
  • Frequent travel is required.
  • FINRA Series 7, 63

Preferred qualifications, capabilities and skills
  • CFA, CAIA

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.

Top Skills

Excel
MS Office
PowerPoint

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

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.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
SG
Bengaluru, Karnataka
Bournemouth, GB
Brooklyn, NY
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Glasgow, GB
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Similar Jobs

Hybrid
Fort Worth, TX, USA
Hybrid
Fort Worth, TX, USA
Hybrid
Fort Worth, TX, USA

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account