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Asset Management

4 weeks ago

Toronto, Canada JPMorgan Chase & Co Full time

**JOB DESCRIPTION** 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.

**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

**ABOUT US**

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

**ABOUT THE TEAM**
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.