Asset Management Specialist
3 days ago
About Morgan Asset Management
Morgan Asset Management is a leading asset manager, trusted by investors worldwide to deliver strong outcomes. With over $3.7 trillion in assets under management across 25 countries, we secure what matters most to individuals, families, companies, and communities.
Our team is dedicated to providing exceptional service and expertise to our clients. As an External Client Advisor with Morgan Asset Management Canada, you will play a key role in expanding our investment capabilities in the Canadian retail market.
Job Responsibilities
- Contact firms in Calgary to identify opportunities for increased penetration, including new advisor referrals, conference/meeting opportunities, and website presence.
- Develop in-depth knowledge of JPMorgan products and serve as a subject matter expert.
- Collaborate closely with internal sales associates, marketing, legal, and compliance teams.
- Work with senior leadership, product teams, and marketing to develop a five-year roadmap for the Canadian business.
Requirements
- 10+ years' experience in financial services, preferably in sales or specialist roles.
- Extensive experience in mutual funds, ETFs, and private alternative investments, including various structures of private alternatives.
- Proficient computer skills, with strong knowledge of MS Office applications (Word, Excel, PowerPoint).
Prioritized Qualifications
- MBA, CFA, CIM, or CAIA certification is preferred.
About JPMorgan Chase
JPMorgan Chase is one of the oldest and most respected financial institutions, offering innovative financial solutions to millions of consumers, small businesses, and corporate clients worldwide. Our legacy 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.
The estimated annual salary for this position is around $120,000-$150,000, depending on experience and qualifications.
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