Job Description

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

AM Description

Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

Beta Strategies:

Beta Strategies is a platform that includes index creation and portfolio implementation capabilities. These beta capabilities help JP Morgan Asset Management deliver on the Let's Solve It brand promise by providing a complete suite of investment capabilities that empower clients to build stronger portfolios. It also enables the Asset Management business to strengthen the leadership position in Solutions and SmartRetirement by leveraging beta strategies to increase capacity and to provide the pricing benefits needed to continue the growth trajectory.

ETF Business:

The Exchange Traded Fund (ETF) Business sits within the Beta Strategies organization. The ETF business is a dedicated team of experienced professionals who work to develop and launch ETFs. We are executing a focused ETF product strategy that spans asset classes, including equities, fixed income and multi-asset. The ETF business leverages the firms numerous competitive advantages, including industry leading research and investment insights.

Internal Client Advisor Position:

We seek a driven and committed person to join our organization's ETF Business in the role of Internal Sales Specialist. The Internal Sales Specialist will partner with External Sales Specialists to foster relationships with clients as well as the JPMorgan Funds Client Advisors (CA's) to position and market our ETFs. The Internal Sales Specialist will interact with clients and their CAs in multiple channels with primary emphasis on the Wirehouse, Registered Investment Advisor and Independent Broker Dealer channels.

This position reports to the ETF Sales Desk Manager. The candidate will partner with External Sales Specialists to provide support according to individual financial advisor needs within a defined geographic territory. This includes education for financial advisors and Funds CAs about ETF industry developments / landscape and the JPMorgan suite of ETFs. The candidate must work collaboratively across channels with the Funds Internal Client Advisors to engage and close ETF sales opportunities.

Examples of specific activities include:

* Identify and profile leading advisors through calling efforts, email campaigns, and referrals
* Cultivate and manage client relationship, by responding to client inquiries, providing ongoing communication with clients/prospects, and managing the client/prospects throughout the sales cycle, resulting in closed business
* Coordinate product presentations to prospective and existing clients via the telephone / internet, meetings, conferences and roadshows.
* Deliver the best of the firm to key advisors, through value-add tools/support, product information and updates, and unique JPM market insights
* Partner with 1-2 field wholesalers, with responsibilities including outbound calling and prospecting, advisor scheduling, follow ups, and lead generation

The candidate will have:

* Proven results and demonstrated sustainable achievement in a competitive environment (Drive for achievement)
* Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
* Capacity to build relationships across entire organization and with our partner firms (Manage relationships)
* Excellent written and verbal communication skills
* Leverage our global resources

Qualifications:

* Education: Bachelor degree preferred
* Experience: 2+ year's financial services experience preferred and/or directly related sales leadership experience
* Licenses: Minimum requirement Series 6, Series 7 and 63 preferred