Asset Management - External Client Advisor, Atlantic Canada - Vice President

Location: Halifax, NS, Canada

Job Family: Client Sales

About the Role

J.P. Morgan Asset Management is seeking a dynamic Vice President to serve as an External Client Advisor in Atlantic Canada, based in Halifax, NS. This role presents an exciting opportunity to spearhead the growth of our world-class investment solutions in the region, leveraging J.P. Morgan's global expertise to meet the evolving needs of high-net-worth individuals, financial advisors, and institutional clients. As a key player in our Client Sales team, you will drive business development, foster long-term partnerships, and deliver tailored asset management strategies that align with clients' objectives, all while upholding our commitment to integrity, innovation, and client-centric service in the competitive financial services landscape. In this position, you will engage directly with external stakeholders to uncover opportunities, provide insightful market commentary, and recommend diversified investment portfolios encompassing equities, fixed income, alternatives, and sustainable investing options from J.P. Morgan's extensive product suite. You will collaborate closely with our regional and global teams to ensure seamless execution of client mandates, while navigating the unique economic dynamics of Atlantic Canada, including resource-based industries and regional growth sectors. Success will be measured by your ability to expand our client base, achieve sales targets, and enhance J.P. Morgan's reputation as a trusted advisor in the Canadian market. We value professionals who thrive in a fast-paced environment and bring a passion for financial advisory excellence. This role offers substantial impact on our Atlantic Canada expansion strategy and the chance to contribute to J.P. Morgan Asset Management's legacy of delivering superior risk-adjusted returns. If you are a seasoned advisor with a proven sales record and deep industry knowledge, join us to shape the future of asset management in this vibrant region.

Key Responsibilities

• Lead the expansion of J.P. Morgan Asset Management's presence in Atlantic Canada by identifying and cultivating new client relationships
• Advise external clients on investment strategies, portfolio construction, and asset allocation tailored to their financial goals
• Conduct market analysis and present customized investment solutions to high-net-worth individuals, financial advisors, and institutional investors
• Build and maintain a robust network of referral sources, including local financial planners and wealth management firms
• Collaborate with internal teams, including portfolio managers and research analysts, to deliver comprehensive client solutions
• Monitor client portfolios, provide performance updates, and adjust strategies in response to market conditions
• Ensure compliance with all regulatory standards and J.P. Morgan's risk management policies
• Organize and participate in client events, seminars, and educational workshops to promote J.P. Morgan's investment capabilities
• Track sales pipelines, report on business development metrics, and contribute to regional growth targets
• Stay abreast of industry trends, economic developments, and competitive landscape in Atlantic Canada

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 7-10 years of experience in asset management, wealth management, or financial advisory roles
• Proven track record in client relationship management and sales within the financial services industry
• In-depth knowledge of investment products, portfolio management, and market trends
• Series 7 or equivalent Canadian securities licenses (e.g., CSC, CIM designations)
• Strong understanding of regulatory requirements in Canada, including IIROC and provincial securities regulations
• Fluency in English; French language skills are advantageous for broader client engagement

Preferred Qualifications

• CFA (Chartered Financial Analyst) designation or equivalent
• Experience working with high-net-worth individuals or institutional clients in Atlantic Canada
• Prior roles in expanding market presence for a major financial institution
• Advanced degree (MBA) in Finance or related discipline
• Familiarity with J.P. Morgan's asset management products and platforms

Required Skills

• Expertise in investment analysis and portfolio management
• Strong client relationship building and retention skills
• Excellent communication and presentation abilities
• Proficiency in financial modeling and data analysis tools (e.g., Excel, Bloomberg)
• Knowledge of Canadian capital markets and regulatory environment
• Strategic thinking and business development acumen
• Negotiation and sales persuasion techniques
• Risk assessment and compliance awareness
• Team collaboration and cross-functional coordination
• Adaptability to dynamic market conditions
• Cultural sensitivity for engaging diverse client bases in Atlantic Canada
• Project management for client initiatives and events
• Analytical problem-solving in financial contexts
• Digital literacy in CRM systems (e.g., Salesforce) and asset management software
• Leadership in driving regional expansion efforts

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance coverage
• Retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development opportunities, including tuition reimbursement and access to J.P. Morgan's learning resources
• Employee stock purchase plan and financial wellness programs
• Flexible work arrangements and support for work-life balance
• Global mobility opportunities within J.P. Morgan Chase & Co.

JP Morgan Chase is an equal opportunity employer.