J.P. Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
Job Summary
As a Sales Associate within our Subadvisory/Insurance Team, you will play a crucial role in expanding our client base and assets. You will have the opportunity to work closely with clients and prospects, conducting competitive analysis and research, and positioning our products effectively. As a key partner to our Relationship Managers and Client Advisors, you will be instrumental in facilitating the sales and retention process. This role offers you the chance to maximize your selling time and enhance the quality of your pitches, contributing significantly to our team's success.
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Job Responsibilities
- Proactively identifying new business opportunities by completing ongoing screens to assess our competitive positioning/advantages and staying abreast of current manager searches
- Developing and completing presentations for client and prospect meetings. Maximizing focus on prospecting, pitching and closing sales by owning certain parts of the sales process (legal, operational, marketing, etc.)
- Participating in and working with relationship managers to prep for client meetings - both for new business opportunities and ongoing due diligence with clients
- Conducting research and bringing proactive ideas to the forefront for client and prospect firms
Coordinating information with Client Portfolio Managers for meeting preparation, client agendas, discussing client issues and gathering follow-up information - Building relationships with and leveraging shared resources across Funds Management and the Portfolio Management teams to communicate and relay sales and market intelligence
- Providing relationship managers and clients with analysis of the competitive landscape through use of analytical tools
Required qualifications, capabilities and skills
- Knowledge of investment management business and products
- 1+ years of relevant experience
- Strong presentation skills - possess an ability to clearly present competitive analyses and material to clients and prospects
- Exceptional analytical skills - ability to analyze JPMorgan's and the competition's products and performance
- Effective communication skills as evidenced through presentations and client interaction on the phone and in meetings
- Resource Skills - demonstrate a command on how to find information and data in the firm by developing a strong network
- Proficient knowledge of technology applications such as the Microsoft Office Suite
Preferred qualifications, capabilities and skills
- Series 7 and 63 Licenses a plus, but not required. Will be required to obtain 7 & 63 within 60 days.
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.