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

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. Our deep experience and scale enables J.P. Morgan Asset Management to extend decades of trusted relationships with leading wealth managers by delivering private market solutions.

• 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 avenues for increased penetration, including but not limited, to 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 develop, coordinate, and manage broker-dealer firms' campaigns and marketing support activities.
• Perform a variety of sales functions including client meetings, client follow-up, proposal generation, presentations, public speaking, and attending seminar and industry events.
• Develop a clear understanding of client's strategic objectives.
• Provide product information, gather marketing data, and offer sales/marketing solutions.
• Monitor and analyze broker-dealer firm's 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 financial services company in sales/specialist role.
• Extensive experience in the private alternative space, including experience in 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 to be resolved in a clear, concise, courteous and professional manner.
• Client focused - possessing the 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, and PowerPoint.
• Frequent travel is required.
• FINRA Series 7, 63

• CFA, CAIA

JPMorgan

Chase, 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.…