Asset Management - IBD ART Client Advisor - Vice President

Location: Columbus, OH, United States

Job Family: Client Sales

About the Role

J.P. Morgan Asset Management is a leading global asset manager with over $2.8 trillion in assets under management, offering innovative solutions to institutional and individual investors worldwide. We are seeking a Vice President to join our ART IBD Client Advisor team in Columbus, OH. This role within the Client Sales category presents a unique opportunity to drive growth in Alternative Risk Transfer (ART) solutions tailored for Investment Banking Division (IBD) clients. As a key member of our sales team, you will leverage J.P. Morgan's extensive resources to deliver sophisticated advisory services, fostering long-term partnerships with high-profile institutional clients in the financial services sector. In this position, you will act as a trusted advisor, guiding clients through complex investment landscapes involving derivatives, structured finance, and alternative assets. Responsibilities include cultivating relationships with IBD stakeholders, crafting bespoke investment strategies, and collaborating across J.P. Morgan's global network to uncover synergies between asset management and banking services. Based in our dynamic Columbus office, you will contribute to a high-performing team focused on exceeding revenue goals while upholding the firm's commitment to integrity, innovation, and client-centric excellence in the competitive financial industry. The ideal candidate thrives in a fast-paced environment, combining deep industry knowledge with exceptional interpersonal skills to navigate regulatory complexities and market volatilities. At J.P. Morgan Chase, we invest in your professional growth through world-class training, cutting-edge technology, and a culture that values diversity and inclusion. Join us to shape the future of asset management and make a meaningful impact on clients' financial success.

Key Responsibilities

• Develop and maintain relationships with institutional clients in the Investment Banking Division (IBD) to promote ART (Alternative Risk Transfer) solutions
• Advise clients on customized asset management strategies, including derivatives, structured products, and alternative investments
• Collaborate with IBD teams to identify cross-selling opportunities and deliver integrated financial solutions
• Conduct market analysis and prepare tailored investment proposals to meet client objectives
• Monitor portfolio performance and provide ongoing advisory support to ensure alignment with client goals
• Lead client presentations, seminars, and due diligence sessions to build trust and drive business growth
• Ensure all advisory activities comply with JP Morgan Chase's risk management and regulatory policies
• Track sales pipelines, report on key metrics, and contribute to team revenue targets
• Stay abreast of industry trends, regulatory changes, and competitive landscapes to inform client strategies
• Mentor junior team members and foster a collaborative sales environment within the Columbus office

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 7-10 years of experience in asset management, investment banking, or client advisory roles within the financial services industry
• Series 7 and Series 63 licenses (or equivalent FINRA registrations)
• Proven track record in sales and client relationship management in institutional asset management
• Deep understanding of investment banking division (IBD) products and alternative investments
• Strong knowledge of regulatory requirements in asset management and compliance standards
• Ability to travel up to 25% for client meetings and industry events

Preferred Qualifications

• MBA or advanced degree in Finance or related discipline
• Experience working with high-net-worth clients or institutional investors in the ART (Alternative Risk Transfer) space
• Familiarity with JP Morgan Chase's proprietary platforms and tools for portfolio management
• Previous role in a Big Four bank or leading asset management firm
• CFA (Chartered Financial Analyst) designation or progress toward completion

Required Skills

• Expertise in asset management and alternative investments
• Strong client relationship management and consultative selling
• Proficiency in financial modeling and portfolio analysis tools
• Knowledge of IBD products like mergers, acquisitions, and capital markets
• Excellent communication and presentation skills
• Analytical thinking and problem-solving abilities
• Regulatory compliance and risk assessment expertise
• CRM software proficiency (e.g., Salesforce)
• Market research and trend forecasting
• Team collaboration and leadership
• Negotiation and deal-closing techniques
• Attention to detail in financial reporting
• Adaptability to fast-paced financial environments
• Ethical decision-making in high-stakes advisory roles
• Technical skills in Microsoft Office Suite and Bloomberg terminals

Benefits

• Competitive base salary plus performance-based bonuses and commissions
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and access to internal training at JP Morgan Chase University
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs, including gym memberships and mental health support
• Flexible work arrangements and relocation assistance for eligible roles

JP Morgan Chase is an equal opportunity employer.