Asset Management - Sales Desk Manager - Executive Director
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
Short business description
JPMorgan Asset Management helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies - equity, fixed income, cash management, currency, asset allocation, alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their retirement objectives by getting invested, staying invested, and investing with less emotion.
Job Summary
As a Sales Desk Manager for our Independent Broker Dealer (IBD) Channel, you will lead our team of Internal Client Advisors (ICAs) as well as the two other Desk Managers that work in the Channel. Our ICAs work directly with Financial Advisors to help them better understand the complexities of the markets and to provide customized financial solutions based on client need. J.P. Morgan ICAs help position a variety of investment solutions across different asset classes (equities, bonds, alternatives) and vehicles (mutual funds, ETFs, SMAs). The Sales Desk Manager we are hiring will not only be a strategic and dynamic thinker who has both the ability to execute the Channel strategy, but also possess a strong track record for teaching and leading teams. The role can be located in either Chicago or Columbus and this person will be responsible for ICAs in both locations.
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Job Responsibilities
- Work closely with the Head of the IBD Channel to develop and execute strategic initiatives
- Recruit, hire, train, develop and lead the Internal Client Advisor team in the IBD Channel
- Help the ICA team deliver the full JP Morgan client experience by showing them how to partner with Private Alternatives, Defined Contribution Specialists, Models Specialists and Portfolio Insights Specialists and the entire roster of JPM partners.
- Drive adoption of innovative technological tools that help deliver a better client experience
- Have fun! This is a role for someone who enjoys coaching, mentoring and developing an amazing group of talented individuals
Required Qualifications, Capabilities and Skills
- 4+ years of sales or management experience in the financial industry
- Deep understanding of and ability to teach capital markets
- Proven ability to utilize consultative sales approach and to instill it in others
- Track record of providing mentorship and development opportunities to others.
- Series 24, 7 and 63 required
- Bachelor's degree required
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.
Perks and Benefits
Health and Wellness
Parental Benefits
Work Flexibility
Office Life and Perks
Vacation and Time Off
Financial and Retirement
Professional Development
Diversity and Inclusion