Asset Management - Client Advisor - RIA Channel, Chicago

Job Responsibilities

• Lead and expand relationships with institutional clients, focusing on Registered Investment Advisors, Private Banks, Trust Companies, and Multi-Family Offices.
• Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.
• Communicate J.P. Morgan's perspectives on markets, retirement, and portfolio construction through established programs and thought leadership.
• Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
• Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
• Demonstrate a solutions-oriented, consultative approach to client engagement.
• Organize and lead client meetings, presentations, and events within the territory.
• Manage time and resources efficiently, ensuring effective coverage and support for all clients.

Required Qualifications, Capabilities And Skills

• Bachelor's degree required.
• Series 7 & 63 securities licenses.
• Proven experience in client relationship management, preferably in an institutional or advisory setting.
• Strong communication, presentation, and interpersonal skills.
• Demonstrated ability to work collaboratively within a team structure.
• High level of professionalism, organization, and discipline.
• Willingness to travel weekly within the assigned territory.
• Consultative mindset with a focus on delivering client-centric solutions.
• Commitment to J.P. Morgan's values and a drive for excellence.

Preferred Qualifications, Capabilities And Skills

• Experience in wholesaling (internal or external) is preferred.
• Innovation mindset and adaptability to change.
• Emotional intelligence and strong interpersonal skills.