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JPMorganChase

Asset Management - Institutional ETF Client Advisor - Vice President

Posted 13 Hours Ago
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Hybrid
New York, NY
Senior level
Hybrid
New York, NY
Senior level
As a Vice President Client Advisor, you will manage institutional ETF sales, develop client relationships, and support clients with market insights and product knowledge.
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Job Description
The ETF business is a global JPMAM business that was formed in 2015. The U.S. Institutional ETF business sits within the North America Institutional Sales team and is responsible for leading ETF sales activities to Institutional investors in the US and Canada including DB plans, Endowments, Foundations, Healthcare Companies, Insurance Companies, Asset Managers, and Hedge Funds.
As an Institutional ETF Client Advisor within the Institutional ETFs team, you will be reporting directly to the Head Of Institutional ETFs. Your role will involve providing consultative support to institutional investors, helping them understand and address their complex challenges and needs. This includes educating JP Morgan Client Advisors and end clients about the developments in the ETF industry, landscape, and use cases across various asset classes, including capital markets and trading considerations. Collaborating with both internal and external partners, you will engage new and existing clients and seize ETF sales opportunities.
Job Responsibilities

  • Develop deep relationships across the institutional client base with particular emphasis on investment decision makers, portfolio managers, traders, etc
  • Partner with our Institutional Client Advisors on ETF sales calls as the subject matter expert
  • Prepare and deliver product presentations to prospective and existing clients at meetings, conferences, road-shows and via telephone/zoom
  • Provide clients with capital markets insights regarding ETF primary and secondary market trading
  • Leverage a consultative sales approach across channel to drive net new ETF assets
  • Engage clients in discussions about new product concepts and solutions to help solve complex client challenges


Required qualifications, capabilities and skills

  • Existing relationships in the institutional channel, including asset owners or asset managers, with capacity to prospect new external relationships
  • Strong understanding of the Asset Management industry, including active and passive strategies
  • Deep background in the ETF landscape with competitor, product, and capital markets familiarity
  • Proven track record of developing key internal and external partnerships with sales teams and individuals
  • Highly motivated, with the ability to work independently
  • Experience developing and executing on a data driven sales business plan within a defined channel or region
  • Excellent written and verbal communication skills
  • Undergraduate degree
  • Series 7, 63


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.

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