Asset Management - Internal Client Advisor - Associate

Location: NY, United States

Job Family: Client Sales

About the Role

At JP Morgan Chase, we are a leading global financial services firm with a proud history of innovation and client focus. The Asset Management - Internal Client Advisor - Associate role offers an exciting opportunity to join our dynamic sales team in New York, where you will play a pivotal role in advising internal clients on sophisticated investment strategies. As part of our Asset & Wealth Management division, you will work closely with portfolio managers, research teams, and other internal stakeholders to deliver tailored solutions that drive asset growth and enhance client outcomes in a competitive financial landscape. In this associate-level position, you will act as a trusted advisor, leveraging your expertise in asset management to identify opportunities, build relationships, and ensure seamless integration of JP Morgan's world-class products, including equities, fixed income, alternatives, and sustainable investing options. Your day-to-day responsibilities will include conducting in-depth client consultations, analyzing market trends, and collaborating on customized portfolio recommendations that align with internal business objectives. This role demands a proactive approach to sales within our global network, where you will contribute to exceeding targets while upholding the highest standards of compliance and risk management. We value professionals who thrive in a collaborative, high-energy environment and are passionate about the financial services industry. Joining JP Morgan Chase means access to unparalleled resources, mentorship from industry leaders, and opportunities for career advancement in one of the world's most respected institutions. If you are ready to make an impact on internal client success and grow within a firm committed to excellence, this position in New York is your gateway to a rewarding career in asset management.

Key Responsibilities

• Serve as the primary point of contact for internal clients, providing tailored advice on asset management solutions to support their investment needs
• Collaborate with portfolio managers, research analysts, and product specialists to develop customized investment strategies
• Identify and pursue sales opportunities within internal teams to drive asset growth and client satisfaction
• Conduct regular client meetings, presentations, and performance reviews to ensure alignment with investment objectives
• Monitor market trends and economic developments to provide proactive insights and recommendations
• Ensure compliance with all regulatory standards and internal policies in all client interactions
• Build and maintain strong relationships with key stakeholders across JP Morgan Chase's global network
• Analyze client portfolios to optimize asset allocation and risk management
• Support the development of marketing materials and thought leadership content for internal distribution
• Track and report on key performance metrics, including assets under management and client retention rates

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 3-5 years of experience in asset management, client advisory, or financial sales within the financial services industry
• Series 7 and Series 63 licenses (or equivalent FINRA registrations)
• Strong understanding of investment products including equities, fixed income, alternatives, and multi-asset strategies
• Proven track record of managing client relationships and achieving sales targets in a high-net-worth or institutional client environment
• Excellent communication and presentation skills with the ability to articulate complex financial concepts
• Ability to work in a fast-paced, collaborative team environment in New York

Preferred Qualifications

• Advanced degree such as MBA or CFA designation
• Experience working with internal clients such as portfolio managers or research teams at a major financial institution
• Familiarity with JP Morgan Chase's asset management platforms and tools
• Prior experience in cross-selling financial products within a global bank like JP Morgan
• Knowledge of regulatory requirements including SEC and FINRA compliance in asset management

Required Skills

• Financial analysis and portfolio management
• Client relationship management
• Sales and negotiation techniques
• Knowledge of investment products and markets
• Regulatory compliance (SEC, FINRA)
• Data analysis using tools like Excel or Bloomberg
• Presentation and public speaking
• Strategic thinking and problem-solving
• Team collaboration and cross-functional communication
• Risk assessment and management
• Market research and economic forecasting
• CRM software proficiency (e.g., Salesforce)
• Attention to detail and organizational skills
• Adaptability in a dynamic financial environment
• Ethical decision-making and integrity

Benefits

• Competitive base salary with performance-based bonuses and incentives
• 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
• Employee stock purchase plan and other financial wellness benefits
• Wellness programs including gym memberships and mental health support
• Flexible work arrangements and commuter benefits for New York-based employees

JP Morgan Chase is an equal opportunity employer.