Jobs · Consulting · California

Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director

JPMorganChase · Apple Valley, CA · 3 wk ago
On-siteConsultingFull-time

Job Summary

As a Client Advisor within JPMorgan Asset Management's Global Liquidity Financial Institutions sales team, you will be a self-starter who establishes credibility quickly and builds strong, durable relationships with prospects, clients, and internal referral partners. You will represent and position JPMAM investment, technology and services solutions to help clients meet their objectives, driving growth in assets under management and supporting revenue outcomes. You will have high level of professionalism, sound judgment, and disciplined follow-through to consistently meet client expectations and expand both the depth and breadth of client engagement.

Job Responsibilities

  • Drive new asset flows and revenue growth
  • Own the end-to-end sales process
  • Build and execute a direct outreach strategy
  • Develop and maintain an active sales pipeline and forecasts
  • Lead commercial discussions and contract negotiations
  • Able to identify, position, and sell SaaS solutions
  • Willingness to travel extensively as required to support client coverage and new business development

Required Qualifications, Skills And Capabilities

  • 10+ years of sales experience with a proven record of meeting or exceeding growth targets
  • Demonstrated success selling asset management products—particularly money market mutual funds and software as a service—to Financial Institutions, including FinTech's, banks, broker-dealers, insurance companies, and traditional and alternative asset managers
  • Strong consultative selling capability, with the ability to diagnose client needs and position appropriate solutions
  • Proven ability to self-direct and deliver results in a fast-paced, global team environment
  • Able to identify, evaluate, and execute on new product and market opportunities
  • Excellent presentation and written/verbal communication skills

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, 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.

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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