Job Description

Job Description

Job Summary: 

As a Private Wealth Alternatives Internal Client Advisor you will have the opportunity to provide field sales within the Mid Atlantic region. The Private Wealth Alternatives Internal Client Advisor will drive financial advisor engagement across wire houses, private banks, RIAs, independent broker/dealers, and J.P. Morgan Chase affiliates. Private Wealth Alternatives Internal Client Advisor will also be responsible for presenting JPMorgan’s value added services such as its Market Insight Series, featuring the Guide to Alternatives. The job requires the ability to establish credibility and build rapport with financial advisors as a regional spokesperson of the firm to promote the firm’s investment strategies in an effort to increase assets under management.

Private Wealth  Alternatives in the U.S. is a rapidly growing $2 Trillion market and represents an enormous opportunity for J.P. Morgan Asset Management. As a leading Alternatives manager (over $200 Billion assets under management globally across real estate, infrastructure and real assets, private equity, private credit and hedge funds) — and a leading asset manager for U.S. financial intermediaries in mutual funds, SMAs and ETFs, including liquid alternatives) — we’re powerfully positioned to bring private market solutions to individual investors through financial intermediaries.

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 

• Experience in the private alternative space (real estate, private equity, infrastructure, etc.) 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.
• Ability to thrive in a challenging and collaborative sales environment.
• Proficient computer skills with strong knowledge of MS Office, Word, Excel, and PowerPoint.
• Available to work the days and hours necessary to perform all assigned responsibilities and tasks.  Must be available (especially during regular business hours or shifts) to communicate with subordinates, supervisors and co-workers.
• Series 7, Series 63

Preferred qualifications, capabilities and skills 

• 2+ years of financial service experience preferred and/or related sales leadership experience.

About Us

JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 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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