JPMorganChase · 5 hours ago
Asset Management - Private Wealth Alternatives, Client Advisor, Rockies Region
Work At Home - Colorado, Monument, CO, 80132, US
Full-time
Hybrid
Senior Level
$100K/yr - $100K/yr
5+ years expJPMorganChase is a leading global asset manager overseeing nearly $200 Billion in alternative assets. As a Private Wealth Alternatives Client Advisor, you will help clients build stronger portfolios and promote the firm’s investment strategies to increase assets under management.
Asset ManagementBankingFinancial Services
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
Qualification
Required
5+ years' experience with financial services company in sales/specialist role
Extensive experience in the private alternative space, 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
Strong listening and communication skills
Ability to thrive in a challenging and collaborative sales environment
Proficient computer skills with strong knowledge of MS Office, Word, Excel, and PowerPoint
Frequent travel is required
FINRA Series 7, 63
Preferred
CFA
CAIA
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2855)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
Recent News
2025-12-19
2025-12-12
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