Asset Management - External Client Advisor - Vancouver - Vice President

Posted 6 Hours Ago
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Vancouver, BC
Hybrid
Senior level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
As an External Client Advisor, you will drive business development efforts in Vancouver, manage client relationships, and be the main contact for advisors regarding JP Morgan products. You will leverage your expertise to identify growth opportunities and collaborate with various teams to enhance investment capabilities in the Canadian market.
Summary Generated by Built In

Job Description
At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $3.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $42B CAD under management. We have offices in Vancouver, Toronto & Montreal and serve institutions, sub advisory clients, consultants and financial advisors across the country.
As an External Client Advisor, you will provide field sales coverage in Vancouver and surrounding areas, coordinating business development efforts, establishing key client relationships, and managing campaigns and marketing activities. You will have the opportunity to be part of a leading asset manager and contribute to the expansion of investment capabilities in the Canadian retail market.
Job Responsibilities

  • Proactively contact firms in Montreal 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.
  • Be a subject matter expert on the implementation on all JPMorgan products.
  • 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 Vancouver and surrounding areas
  • Experience in working and supporting financial advisors in Montreal and surrounding areas.
  • 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.
  • 4 year degree.


Preferred qualifications, capabilities and skills

  • MBA, CFA, CIM, CAIA preferred.


About Us
JPMorganChase, 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.

The Company
HQ: New York, NY
289,097 Employees
Hybrid Workplace
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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