Talent.com
Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate
Asset Management - Private Wealth Alternatives Internal Client Advisor - AssociateChase • New York, NY, US
Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate

Asset Management - Private Wealth Alternatives Internal Client Advisor - Associate

Chase • New York, NY, US
[job_card.variable_hours_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Private Wealth Alternatives Client Advisor

JPMorgan Asset Management is a worldwide leading investment manager of choice for institutions, financial intermediaries and individual investors. 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 Description

As a PWA ICA within JPMorgan Asset Management, you will partner with an external Private Wealth Alternatives Client Advisor (PWA CA) to drive market share in JPMorgan alternatives product solutions in their geographic territory. The PWA ICA will interact with both external and internal clients. External clients are financial advisors in their territory. PWA ICAs will educate their clients about the alternatives industry and JPMorgan's suite of alternatives products. Internal clients are Client Advisors and Internal Client Advisors in multiple generalist channels including Wirehouse, RIA, Independent Broker-Dealer and Chase Wealth Management channels. These internal partners will leverage PWA ICAs as specialists in alternatives-focused conversations with their clients. The candidate must work collaboratively across channels with their JPMorgan counterparts to engage and close alternatives sales opportunities.

Job responsibilities

  • Partnering with 1-2 PWA CAs in furthering our alternatives footprint within their respective sales territories
  • Identifying financial advisors that would like to be educated about JPMorgan's alternatives capabilities
  • Cultivating and managing client relationships by responding to client inquiries, providing ongoing communication with clients / prospects, and managing clients / prospects through the sales cycle, resulting in closed alternatives business
  • Functioning as an alternatives specialist for the generalist CA / ICA teams by adding value in alternatives-related conversations with their financial advisor clients
  • Having expert-level conversations by demonstrating knowledge in JPM alternatives products, alternatives product competitors, and alternatives portfolio construction

Required qualifications, capabilities and skills

  • 2+ years financial sales experience, experience selling over the phone required
  • Proven track record of success in selling alternatives products
  • Ability to demonstrate alternatives industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
  • Capacity to build relationships with financial advisor clients and within our broader JPMorgan Asset management organization (relationship development / management)
  • Proven success with multi-tasking and staying on top of priorities
  • Familiarity with financial markets, market terminology, capital markets history and economic indicators, along with equity, fixed income, international, emerging markets, currency and alternative asset classes
  • Excellent written and verbal communication skills
  • Drive to exceed activity requirements and manage multiple territory priorities
  • Ability to tell the "JPM alternatives story" clearly, concisely, and in a compelling way
  • Bachelor's degree required
  • Required licenses : SIE, Series 7, Series 63 (or 66)
    • [job_alerts.create_a_job]

    Wealth Private Wealth • New York, NY, US

    [internal_linking.similar_jobs]
    Tech-Focused Investment Banking Associate (Hybrid)

    Tech-Focused Investment Banking Associate (Hybrid)

    Financial Technology Partners • New York, NY, United States
    [job_card.full_time]
    A leading investment banking firm, Financial Technology Partners, is seeking an Investment Banking Associate to join their team in San Francisco. This role involves significant responsibilities in t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    J.P. Morgan Wealth Management Private Client Advisor - Tenafly / Closter / Paramus - New Jersey

    J.P. Morgan Wealth Management Private Client Advisor - Tenafly / Closter / Paramus - New Jersey

    JPMorgan Chase • Tenafly, NJ, US
    [job_card.full_time]
    Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Partnerships Associate - Asset Management

    Partnerships Associate - Asset Management

    Girls Who Invest • New York, NY, US
    [job_card.full_time]
    Partnerships Associate - Asset Management - Girls Who Invest.New York, NY (Hybrid - in office 3 days per week).Girls Who Invest (GWI) is a nonprofit dedicated to transforming the investment managem...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate Private Client Advisor

    Associate Private Client Advisor

    KeyCorp • Pearl River, NY, US
    [job_card.full_time]
    Associate Private Client Advisor.Location : 93 N Middletown Rd - Pearl River, New York 10965.The Associate Private Client Advisor partners and assists Private Client Advisors with a focus on our Mas...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Private Client Advisor II

    Private Client Advisor II

    Bank of America Corporation • Paramus, NJ, United States
    [job_card.full_time]
    Job Description : At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delive...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Private Client Advisor II

    Private Client Advisor II

    Bank of America • Paramus, NJ, United States
    [job_card.full_time]
    Private Client Advisor II Princeton, New Jersey;Paramus, New Jersey • •To proceed with your application, you must be at least 18 years of age. Acknowledge Refer a friend • •To proceed with your ap...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Private Equity M&A (Asset Management) Mid-Level / Senior Associate

    Private Equity M&A (Asset Management) Mid-Level / Senior Associate

    Mosaic Recruits • New York, NY, US
    [job_card.full_time]
    Private Equity M&A (Asset Management) – Mid-Level / Senior Associate.DC, Boston, Philadelphia, New york.Seeking a highly qualified associate with. The ideal candidate will have demonstrated ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Client Reporting Associate

    Client Reporting Associate

    The Rockridge Group • New York, NY, US
    [job_card.temporary]
    Onsite, Can be in Chicago or NYC.Investment Management Operations function.Reporting to the Director of Client Reporting, the Client Reporting Associate is part of. Investments middle-office team re...[show_more]
    [last_updated.last_updated_30] • [promoted]
    J.P. Morgan Wealth Management - Private Client Advisor - Midtown Manhattan - New York, NY (390 Madison Ave - Flagship Branch)

    J.P. Morgan Wealth Management - Private Client Advisor - Midtown Manhattan - New York, NY (390 Madison Ave - Flagship Branch)

    Chase • New York, NY, US
    [job_card.full_time]
    Contact information for the job.[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Associate (with focus on Liquid Strategies)

    Investment Associate (with focus on Liquid Strategies)

    Wintermute • New York, NY, US
    [job_card.full_time]
    Investment Associate (With Focus On Liquid Strategies).Wintermute is one of the largest crypto native algorithmic trading companies in digital assets. We provide liquidity across most cryptocurrency...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate, Portfolio & Wealth Advisory

    Associate, Portfolio & Wealth Advisory

    BBR Partners • New York, NY, US
    [job_card.full_time]
    BBR Partners is searching for a Portfolio and Wealth Advisory Associate to play an important role on a boutique team tailored to client accounts. Advisory Associates are integral to BBR's abilit...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Private Equity Associate — Fund & Co-Invest

    Senior Private Equity Associate — Fund & Co-Invest

    MERCY COLLEGE • Village of Dobbs Ferry, NY, United States
    [job_card.full_time]
    A global investment management firm located in New York is seeking a Private Equity Senior Associate.The ideal candidate should have 3–5 years of experience in private equity or investment banking,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate, Investment Banking - Consumer

    Associate, Investment Banking - Consumer

    Stout • New York, NY, United States
    [job_card.full_time]
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...[show_more]
    [last_updated.last_updated_30] • [promoted]
    M&A and Private Equity Associate

    M&A and Private Equity Associate

    Direct Counsel • New York, NY, US
    [job_card.full_time]
    Direct Counsel, LLC is seeking M&A and Private Equity Associates for a leading global law firm to join their esteemed team in New York. We welcome candidates who are prepared to advise corporate...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Market Leader, Private Wealth, Associate

    Market Leader, Private Wealth, Associate

    Blue Owl • New York, NY, US
    [job_card.permanent]
    Business Development Associate.Blue Owl (NYSE : OWL) is a leading asset manager that is redefining alternatives.With $273 billion in assets under management as of March 31, 2025, we invest across th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Associate, Investment Banking - Payments & Financial Technology

    Associate, Investment Banking - Payments & Financial Technology

    TD Bank • New York, NY, US
    [job_card.full_time]
    Associate, Payments And Financial Technology Investment Banking.We are currently seeking an Associate to join our Payments and Financial Technology Investment Banking practice in New York.The day-t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate, Asset Management

    Associate, Asset Management

    Realterm • New York, NY, United States
    [job_card.full_time]
    Realterm is a real estate operator whose employees have a track record of capitalizing on durable insights into the supply and demand of real assets through the global supply chain.Realterm seeks t...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Private Equity Associate

    Private Equity Associate

    Brown Brothers Harriman • New York, NY, US
    [job_card.full_time]
    Associate, BBH Capital Partners Private Equity.At BBH, partnership is more than a form of ownershipit's our approach to business and relationships. We know that supporting your professional and pers...[show_more]
    [last_updated.last_updated_30] • [promoted]