Asset Management - Private Wealth Alternatives, Client Advisor, Rockies Region

Job Overview

The Private Wealth Alternatives market, with an estimated $2 Trillion in assets, is experiencing rapid growth and presents significant opportunities for J.P. Morgan Asset Management. As a leading global asset manager, we oversee nearly $200 Billion in alternative assets and manage over $1.7 Trillion in assets for wealth managers worldwide.

As a Private Wealth Alternatives Client Advisor in our Sales team, you will help our clients build stronger portfolios by promoting private market solutions through financial intermediaries and engaging financial advisor clients.

• Attain placement of J.P. Morgan alternative solutions with financial advisors from wirehouse, private bank, RIA, independent broker‑dealer, and J.P. Morgan Chase affiliate channels.
• Proactively contact broker‑dealer firms to identify increased penetration, including new advisor referrals, conference/meeting opportunities, and website presence.
• Coordinate the business development effort contributing to the success of the organization by establishing key client relationships and developing, coordinating, and managing broker‑dealer firm campaigns and marketing support activities.
• Perform a variety of sales functions including client meetings, client follow‑up, proposal generation, presentations, public speaking, and attending seminars and industry events.
• Develop a clear understanding of client strategic objectives.
• Provide product information, gather marketing data, and offer sales/marketing solutions.
• Monitor and analyze broker‑dealer firm sales activities and competitors’ coverage.
• Work closely with sales team to exchange ideas and formulate strategies for increased penetration within targeted firms.
• Assist in gathering information on emerging trends within the broker‑dealer community.

• 5+ years’ experience with a financial services company in a sales or specialist role.
• Extensive experience in the private alternative space, including various structures of private alternatives, non‑traded REITs, business development companies, interval funds, and closed‑end offerings.
• Ability to communicate information and state problems or challenges in a clear, concise, courteous and professional manner.
• Client focused – ability to align processes, procedures, systems, and personnel to meet the needs of broker‑dealer firms.
• Strong listening and communication skills.
• Ability to thrive in a challenging and collaborative sales environment.
• Proficient computer skills with strong knowledge of MS Office (Word, Excel, PowerPoint).
• Frequent travel is required.
• FINRA Series 7 and 63.

• CFA, CAIA.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. We are an equal opportunity employer and place a high value on diversity and inclusion. 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.