Investment Management Mid-Institutional Client Advisor Chicago
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 OverviewThis 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 managementGenerates results and focuses on increasing and retaining the firm's assets.
Retains and defends existing businessGrows relationships with existing clientsDevelop
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 opportunitiesHas in-depth knowledge of key clientsInitiates 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 needsDevelop 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 searchesDevelop and mentor junior staff members.
Leverages and involves team member
on stretch assignmentsEfficiently uses the firm resources
Qualifications
7 years sales, preferably with institutional clients and investment management,
and with proven sales leadershipSustained track record of building, developing and growing client relationshipsCapital Markets: Demonstrates applies knowledge of the global economy, financial markets the political landscape Deep penetration of the marketplaceAbility to position and differentiate our products against competitor firms and their Investment products processes,
as well as service platforms
Product Knowledge: Expert understanding of our product range positioning within the competitive landscape Deep knowledge of the Investments, preferably alternatives, pension finance, investments, fixed-income markets, equities, international, real estate, private equities, defined contribution and the state of the industry and any other pertinent topicsAbility to influence product development, pricing, position and competitive analysisClient Understanding: Deep understanding of the client's strategic issues, risks objectives Demonstrated ability to deliver decisive and insightful solutions through an integrated strategy and initiativesExcellent internal and external influencing and relationship building capabilitiesProven track record running client relationships with complex and multiple product offeringsProfessional Competence: Skilled to best represent deliver the firm Work effectively within a large, complex and matrixed organization across and within teamsEffective communication across product sales team and proactively partners and leverages each team member, CPM, and other partnersLead, develop and coach senior Client Advisors and junior staff members.Required:
Series 7, 63, 3;
will be required right away and no later than three months of hireUndergraduate degree; advanced degree preferredCFA preferred
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