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Chase · 8 hours ago

Asset Management - Private Wealth Alternatives, Client Advisor, Central Region

Work At Home - Illinois, Lansing, IL, 60438, US

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $100K/yr

5+ years exp

J.P. Morgan Asset Management 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 by promoting financial advisor engagement and delivering private market solutions.

BankingFinancial 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

Private alternatives experienceSales experienceFINRA Series 7FINRA Series 63CFACAIAProficient in MS OfficeClient focusedCommunication skills

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