JPMorganChase · 5 hours ago
Asset Management - Regional Client Advisor - Vice President
New York, NY
Full-time
Onsite
Senior Level
$85K/yr - $85K/yrJPMorganChase is a leading financial institution committed to providing exceptional service to clients through its Asset Management division. As a Regional Client Advisor, you will establish and expand JP Morgan's client base among RIA’s, Bank & Trusts, and Family Offices, while consultatively positioning various investment products to boost assets under management.
FinanceBankingAsset ManagementFinancial Services
Responsibilities
Build “clients for life,” as a member of an Integrated Team model in covering a Region, which is comprised of two distinct territories. Each territory will be covered by a J.P. Morgan Integrated Team comprised of a Client Advisor, Regional Client Advisor, Internal Client Advisor, ETF Client Advisor(s) and Retirement Client Advisors to serve the Registered Investment Advisor (RIA), Bank & Trust and Family Office clients in the Region
Collaborate with the members of the Integrated Teams and internal J.P. Morgan partners is an essential component to the success of this role
Work within an Integrated Team and have the primary responsibility of establishing and growing JP Morgan clients with RIA’s, Bank & Trusts and Family Offices
Work with these clients to consultatively position mutual funds, ETF’s, separately managed accounts and alternative investments to increase assets under management
Communicate JP Morgan’s views on markets, retirement and portfolio construction through the Guide to the Markets, Guide to Alternatives and Portfolio Insights programs
Earn and keep the trust of the clients we serve
Qualification
Required
Mindset of a solutions provider with a highly consultative approach and the ability to establish rapport and build/maintain trust
Team-player, willingness to work within a team structure and partner with internal and external parties
Respects/treats others as they'd like to be treated, respects the views and opinions of others, and always represents themselves with the utmost Integrity
Emotional Intelligence – adaptability to change and demonstrate strong interpersonal skills
Must be willing to travel into the Region - expected frequency of 6 times per year is required
Consultative approach, not a product pusher
Bachelor's degree; Series 7 & 63 licenses
Organized and disciplined — is responsible for efficiently and effectively utilizing their time and local budget
Demonstrated professionalism-presence, communication style
Excellence-refuses to settle for second best, both process and results oriented
Preferred
Knowledge and understanding of wholesaling as an internal or external is 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
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.
Founded in 2000
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 (3471)
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
2026-02-12
2026-02-12
Payments Dive
2026-02-12
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