Asset Management - Institutional ETT Client Advisor - Vice President

Posted 2 Days Ago
Be an Early Applicant
New York, NY
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As a Vice President Client Advisor, you will manage institutional ETF sales, develop client relationships, and support clients with market insights and product knowledge.
Summary Generated by Built In

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.

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

Gallery

Gallery
Gallery
Gallery
Gallery
Gallery
Gallery

JPMorganChase Teams

Team
Product + Tech
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
Company Office Image
HQNew York, NY
SG
Bengaluru, Karnataka
Bournemouth, GB
Brooklyn, NY
Buenos Aires, Avaya
Chicago, IL
Dallas, TX
Dublin, IE
Glasgow, GB
Houston, TX
Hyderabad, Telangana
London, GB
Mumbai, Maharashtra
Philadelphia, PA
San Francisco, CA
Tampa, FL
Westerville, OH
Wilmington, DE
Learn more

Similar Jobs

Hybrid
New York, NY, USA
289097 Employees
Hybrid
New York, NY, USA
289097 Employees
Hybrid
New York, NY, USA
289097 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account