Asset Management - External Client Advisor - Georgia - Vice President

Job Description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.  Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.

As a Generalist Client Advisor, you will partner with Specialist Client Advisors to best serve financial advisors in the Georgia territory with a commitment to building “clients for life”. You will be a solutions-oriented professional with a consultative approach, able to establish rapport, build trust, and collaborate effectively within a team of teams. You will represent a growing suite of investment vehicles, including SMA, Tax Smart SMAs, Direct Indexing, Alternatives (private equity, real estate, infrastructure), Active ETFs, mutual funds, and 401K solutions.

Job Responsibilities:

• Serve as the primary field sales contact for financial advisors in Georgia within the Independent Broker Dealer (IBD) channel.
• Work collaboratively with Specialist Client Advisors to deliver comprehensive solutions and drive JPMorgan market share across mutual funds, ETFs, third-party models, managed accounts, and DC/retirement segments.
• Consultatively grow and retain assets under management by understanding client needs and providing tailored investment solutions.
• Communicate JPMorgan’s perspectives on markets, retirement, and portfolio construction through programs such as Guide to the Markets, Guide to Retirement, and Portfolio Insights.
• Foster strong partnerships and collaboration both internally and externally, operating within a team-based structure.
• Represent JPMorgan’s expanding product lineup, including SMAs, Tax Smart SMAs, Direct Indexing, Alternatives, Active ETFs, mutual funds, and 401K offerings.

Required Qualifications, Capabilities, and Skills:

· Minimum 5 years of asset management wholesaling experience, with a proven track record of building and maintaining advisor relationships.

• Demonstrated success in consultative sales and partnership-driven environments.
• Experience representing a broad range of investment vehicles, including alternatives and managed accounts. Client-first mindset; earns and maintains trust with financial advisors.
• Strong partnership and collaboration skills; thrives in a team of teams.
• High emotional and adaptability intelligence (EQ & AQ); excellent interpersonal skills.
• Bachelor’s degree.
• Securities licenses such as Series 7 & 63.

Preferred Qualifications, Capabilities, and Skills:

• Established local relationships preferred at Raymond James, Edward Jones, LPL, and Ameriprise.

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

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.​