Institutional Advisory & Sales Job in San Francisco, California US
Institutional Advisory Sales
Business Overview: JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. The firm serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients. If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website: www.jpmorganchase.com . Position Overview This position will be accountable for own set of client relationships and sales metrics. This person will be responsible to drive an advisory and sales effort to organically grow the business by providing innovative thought leadership and executing on a progressive strategy for a sophisticated institutional client base. Drive YOY growth by executing sales solution strategies, identifying opportunities to build new client relationships and deepening existing client relationships, and initiating successful programs targeting specific client needs. Disciplined territory management Generates results and focuses on increasing and retaining the firm's assets. Retains and defends existing business Grows relationships with existing clients Develop strategic partnerships with clients at the most senior decision maker (CIO) by influencing and building close personal relationships at client firms. Achieves first call status with clients and maximizes JPM opportunities Identifies, develops and closes new business opportunities Has in-depth knowledge of key clients Initiates and encourages broad and direct relationships across product /client service areas. Actively participates in major industry associations/conferences and develops key role as a market influencer and trend-setter Distinguishes self from the competition and leaves a strong, positive impression of JPMAM Displays integrity and trust in all client relationships and in the marketplace Develop and maintain personal relationships with key decision makers, gatekeepers and centers of influence ; as well as builds well coordinated partnership with internal colleagues Balances team and functional needs Develop targeted/specific marketing and sales ideas and presentations in partnership with marketing and other sales support teams. Efficiently uses firm resources; appropriately leverages internal the firm's relationships and openly shares with peers, colleagues, etc. Leads and leverages Portfolio Manager, Consultant Advisor and Client Service Manager (CSM) Create client/market demand and proactively respond to consultant led searches Develop and mentor junior staff members. Leverages and involves team member on stretch assignments Efficiently uses the firm resources