Responsibilities

• Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAM value proposition.
• Provide superior client service by being responsive, thoughtful, and focusing on clients' needs.
• Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way.
• Partner with the Client Advisor (external wholesaler) by being completely aligned on the objectives needed to achieve the territory's sales goals.
• Demonstrate effective territory management skills by focusing on timely follow-up, advisor scheduling, and lead generation.
• Convey the thought leadership of our Market Insights team to aid clients' understanding of the ever-changing market landscape.
• Assist financial advisors in constructing strong risk-adjusted portfolios by leveraging the knowledge and analytics of our Portfolio Insights team.

Requirements

• Bachelor's degree required.
• 2+ years' experience
• Series 7, Series 63
• Self-starter with a passion for sales and the financial markets.
• Proven results shown through sustainable achievement in a competitive environment.
• Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace.
• Capacity to build relationships across the entire organization and with our partner firms.
• Excellent verbal communication and presentation skills.

Preferred

• Financial service and/or related sales leadership experience is preferred

Benefits

• 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.