J.P. Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

Job Summary

As a Sales Associate within our Subadvisory/Insurance Team, you will play a crucial role in expanding our client base and assets. You will have the opportunity to work closely with clients and prospects, conducting competitive analysis and research, and positioning our products effectively. As a key partner to our Relationship Managers and Client Advisors, you will be instrumental in facilitating the sales and retention process. This role offers you the chance to maximize your selling time and enhance the quality of your pitches, contributing significantly to our team's success.

Job Responsibilities

Proactively identifying new business opportunities by completing ongoing screens to assess our competitive positioning/advantages and staying abreast of current manager searchesDeveloping and completing presentations for client and prospect meetings. Maximizing focus on prospecting, pitching and closing sales by owning certain parts of the sales process (legal, operational, marketing, etc.)Participating in and working with relationship managers to prep for client meetings – both for new business opportunities and ongoing due diligence with clientsConducting research and bringing proactive ideas to the forefront for client and prospect firms
Coordinating information with Client Portfolio Managers for meeting preparation, client agendas, discussing client issues and gathering follow-up informationBuilding relationships with and leveraging shared resources across Funds Management and the Portfolio Management teams to communicate and relay sales and market intelligenceProviding relationship managers and clients with analysis of the competitive landscape through use of analytical tools

 

Required qualifications, capabilities and skills 

Knowledge of investment management business and products1+ years of relevant experienceStrong presentation skills – possess an ability to clearly present competitive analyses and material to clients and prospectsExceptional analytical skills – ability to analyze JPMorgan’s and the competition’s products and performanceEffective communication skills as evidenced through presentations and client interaction on the phone and in meetingsResource Skills – demonstrate a command on how to find information and data in the firm by developing a strong networkProficient knowledge of technology applications such as the Microsoft Office Suite

 

Preferred qualifications, capabilities and skills 

Series 7 and 63 Licenses a plus, but not required. Will be required to obtain 7 & 63 within 60 days.