Asset Management - Internal Client Advisor - Associate

Location: Columbus, OH, United States

Job Family: Client Sales

About the Role

Join JP Morgan Chase's dynamic Asset Management team as an Internal Client Advisor - Associate in Columbus, OH. This role offers a unique opportunity to drive sales and foster internal partnerships within one of the world's leading financial institutions. As an Associate, you will serve as a trusted advisor to internal clients, including financial advisors and relationship managers across JP Morgan's global network, promoting our comprehensive suite of investment products. Leveraging your expertise in asset management, you will contribute to growing assets under management by delivering exceptional service and strategic insights in a collaborative, high-performance environment. In this client sales position, your primary focus will be on building and maintaining strong relationships with internal stakeholders to identify opportunities for JP Morgan Asset Management solutions. You will conduct needs assessments, recommend customized portfolios including equities, fixed income, and alternatives, and support sales initiatives through targeted outreach and education. Compliance and regulatory adherence are paramount, ensuring all interactions align with SEC and FINRA standards. This role demands a proactive approach to sales, with responsibilities including pipeline management, performance tracking, and collaboration with cross-functional teams to enhance client outcomes and firm profitability. At JP Morgan Chase, we value innovation, integrity, and client-centricity, providing you with cutting-edge tools, ongoing training, and a supportive culture to advance your career. This position is ideal for motivated professionals passionate about financial services, offering exposure to sophisticated investment strategies and the chance to impact institutional and high-net-worth client portfolios. If you thrive in a fast-paced setting and are committed to excellence, apply today to become part of our Columbus team shaping the future of asset management.

Key Responsibilities

• Act as the primary point of contact for internal clients, including financial advisors and relationship managers, to promote JP Morgan Asset Management products
• Develop and execute targeted sales strategies to drive asset inflows and meet quarterly revenue goals
• Conduct product training sessions and webinars for internal teams to enhance product knowledge and adoption
• Analyze client needs and recommend tailored investment solutions from JP Morgan's portfolio
• Collaborate with portfolio managers and research teams to provide timely market insights and updates
• Maintain accurate CRM records of client interactions, sales pipelines, and performance metrics
• Ensure all sales activities comply with regulatory requirements and internal policies
• Identify cross-selling opportunities for additional JP Morgan services such as wealth management or banking
• Monitor competitive landscape and provide feedback to product development teams
• Participate in internal sales meetings and contribute to team strategy development

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3 years of experience in asset management, financial advisory, or client-facing sales roles within the financial services industry
• Series 7 and Series 63 licenses (or equivalent FINRA registrations)
• Strong understanding of investment products including mutual funds, ETFs, and alternative investments
• Proven track record of meeting or exceeding sales targets in a competitive financial environment
• Excellent communication and relationship-building skills with internal stakeholders
• Ability to work in a fast-paced, regulated environment with a focus on compliance

Preferred Qualifications

• Advanced degree such as MBA or CFA designation
• Experience working with high-net-worth clients or institutional investors at a major financial institution
• Familiarity with JP Morgan Chase's asset management platforms and tools
• Previous role in internal sales or wholesaling within asset management
• Knowledge of ESG investing and sustainable finance trends

Required Skills

• Financial product knowledge
• Sales and negotiation techniques
• Client relationship management
• Analytical and problem-solving abilities
• Proficiency in Microsoft Office Suite and CRM software like Salesforce
• Strong verbal and written communication
• Time management and prioritization
• Regulatory compliance awareness (FINRA, SEC)
• Market research and trend analysis
• Team collaboration and influence
• Presentation and public speaking
• Data interpretation for investment recommendations
• Adaptability to changing market conditions
• Ethical decision-making in high-stakes environments
• Technical skills in financial modeling basics

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 and tuition reimbursement for certifications like CFA
• Employee stock purchase plan and access to financial wellness resources
• On-site fitness centers and wellness programs at JP Morgan Chase facilities
• Hybrid work options and relocation assistance for qualifying roles

JP Morgan Chase is an equal opportunity employer.