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Asset Management - Platform Solutions Client Advisor - Vice President

J.P. Morgan

J.P. Morgan

Boston, MA, USA
Posted on Friday, May 24, 2024

Job Description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.

As a Platform Solutions Client Advisor, you will work in partnership with J.P. Morgan Asset Management’s RIA channel to provide our clients with solutions to help them grow their practice, including portfolio construction and automated, Tax-Smart implementation capabilities of J.P. Morgan and 55ip. These capabilities include: Scaled Tax-Smart implementation and rebalancing, Tax-Smart portfolio transitions, Automated, ongoing tax loss harvesting, Tax-Smart withdrawals, Tax benefit reporting, and Represent J.P. Morgan’s suite of investment solutions

You are a team player who brings energy, creativity, and a strong spirit of collaboration to help grow our firm, while bringing scalability to the clients we serve. You must value collective success, thrive in a team environment, and have a demonstrated ability to partner with asset management and technology professionals, along with the RIA clients we serve.

Job Responsibilities

  • Drive new, and support existing, tax management business with RIAs, providing them with additional efficiency
  • Promote and represent J.P. Morgan’s investment solutions (Custom Models, Tax-Managed Active and Index SMAs, mutual funds and ETFs) for inclusion in RIA practices
  • Comfortable serving all layers of client firms, from the C-suite through back-office operations
  • Navigate across internal and external constituencies, such as custody platforms, TAMPs and technology vendors, by bringing a solution-based mindset that breaks through complexity and unlocks commercial growth
  • Effectively manage territory with a level of organization and forethought as demonstrated by your ability to develop and follow a plan, managing travel and expenses appropriately
  • Efficient use of time with clients and demonstrating office approaches with professionalism
  • Identifying key individuals within assigned territory
  • Willingness to travel to meet prospects and clients
  • Proactively look for new ways of doing things internally and in the marketplace, championing industry innovation

Required qualifications, capabilities and skills

  • You will understand the wealth and asset management industries, tax management, custody and/or financial technology and all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations.
  • High-level of comfort with and enthusiasm for technology-driven products and user experience
  • 10+ Years of sales/client engagement experience
  • Deep understanding of tax loss harvesting strategies and how they are implemented
  • Expertise working within a team based model
  • Proven demonstration of consultative style of sales, identifying challenges and solutions
  • Relationship builder with an established client network
  • Excellent interpersonal skills with the ability to interact well with a team
  • Show an aptitude and appetite to deliver high-quality outbound client engagement activity through multiple mediums (in-person, Zoom, conference calls, phone calls and emails) with new and existing clients and prospects
  • Established "self-starter", and self-motivated as demonstrated by level of competitiveness
  • Series 7, Series 63 required