Asset Management

4 weeks ago

Toronto, Canada J.P. Morgan Full time

Introductory Market Language

Offering fund solutions to the retail advisor community across Canada represents an enormous opportunity for J.P. Morgan Asset Management Canada. As a leading asset manager — we are well positioned to bring our industry leading investment capabilities to the Canadian retail market.

Job Summary

As an External Client Advisor you will provide field sales coverage within GTA - Greater Toronto Area. You will proactively coordinate the business development efforts that contribute to the success of the organization by establishing key client relationships, and manage campaigns and marketing support activities.

Job Responsibilities

Proactively contact firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence.
Perform a variety of sales functions including client meetings, client follow-up, proposal generation, presentations, public speaking, and attending seminar and industry events.
Be the primary point of contact for advisors with regards to JP Morgan products
Leverage a consultative approach to gain a thorough understanding of the client's needs
Work closely with internal sales associate, marketing, legal and compliance
Partner with senior leadership team, product teams and marketing to develop five year road map for the Canadian Business

Required Qualifications, Capabilities and Skills

10+ years' experience with financial services company in sales/specialist role
Extensive experience in the mutual funds, ETF's, private alternative space, including experience in various structures of private alternatives
Existing relationships with key decision makers and centers of influence within the Canadian retail industry
Experience in working and supporting financial advisors
Ability to communicate information and state problems or challenges to be resolved in a clear, concise, courteous and professional manner.
Client focused - possessing the ability to align processes, procedures, systems, and personnel to meet the needs of firms
Ability to thrive in a challenging and collaborative sales environment
Proficient computer skills with strong knowledge of MS Office, Word, Excel, and PowerPoint
Frequent travel is required
Available to work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available (especially during regular business hours or shifts) to communicate with subordinates, supervisors and co-workers

Preferred Qualifications, Capabilities and Skills

4 year degree preferred
MBA, CFA, CIM, CAIA preferred

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