Asset Management - Global Strategic Relationships Institutional Advisor Enterprise - Senior Relationship Manager jobs in United States
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Chase · 4 months ago

Asset Management - Global Strategic Relationships Institutional Advisor Enterprise - Senior Relationship Manager

position277 Park Ave, New York, NY, 10172, US
timeFull-time
remoteOnsite
senioritySenior Level, Lead/Staff
money$150K/yr - $150K/yr
date10+ years exp

J.P. Morgan Asset Management is committed to being a trusted partner for clients, delivering strong outcomes and innovative solutions. As the Senior Relationship Manager, you will manage and expand relationships with key enterprise clients within the RIA segment, serving as the primary point of contact and executing strategic initiatives to support business growth.

BankingFinancial Services

Responsibilities

Build, nurture, and expand relationships with clients, driving engagement across JPMAM’s strategic priorities and delivering exceptional client experiences
Partner with internal stakeholders to design and implement partnership strategies that align with our business vision and objectives
Lead critical support functions including business intelligence (BI), CRM management, RFIs, contract oversight, meeting preparation, and client event coordination
Proactively manage key deliverables such as Quarterly Business Reviews, strategic planning sessions, event logistics, and team coordination to ensure seamless execution of business initiatives

Qualification

Strategic partnership managementBusiness developmentMicrosoft Office SuiteCRM platformsProject management toolsAnalytical mindsetBachelor’s degreeSeries 7 & 63 licensesMBAAdvanced degreeCommunication skillsInterpersonal skillsAdaptabilityAttention to detailCollaboration skillsWork ethic

Required

10+ years of experience
Advanced proficiency in Microsoft Office Suite, CRM platforms, and project management tools
Strong work ethic and drive, with proven ability to manage multiple projects and priorities simultaneously
Exceptional adaptability and collaboration skills, with experience working across diverse teams and stakeholders
Meticulous attention to detail and commitment to excellence
Demonstrated experience in strategic partnership management or business development, ideally in a cross-functional context
Outstanding communication and interpersonal skills
Strategic and analytical mindset, focused on delivering long-term value and results
Willingness to travel as needed
Bachelor's degree
Series 7 & 63 licenses

Preferred

MBA or advanced degree preferred

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

Chase

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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