Offres d'emploi
Trouvez des postes près de chez vous, sur site, hybrides ou à distance.- Emplois similaires à : Senior Private Client Advisor
Asset Management - Client Advisor - RIA Channel, Chicago
ChaseChicagoClient Advisor In The Institutional Advisor ChannelJ.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams,
Senior Client Partner
Snap, Inc.ChicagoSenior Client PartnerSnap Inc is a technology company. We believe the camera presents the greatest opportunity to improve the way people live and communicate. Snap contributes to human progress by emp
Senior Analytics & Client Growth Leader
McKinsey & Company, Inc.ChicagoMcKinsey & Company, Inc. seeks a leader for Finalta’s Chicago office, focusing on analytics and strategy for North America & Canada. The role involves managing a high-performing team, overseeing bench
Senior Private Banker, Ultra High Net Worth
BMO FinancialChicagoApplication Deadline:06/25/2026Address:320 S Canal StreetJob Family Group:Wealth Sales & ServiceDevelops, manages, retains and grows profitable banking relationships with high-net-worth clients and pr
Experienced & Licensed Pediatric Physical Therapist-in Illinois
Express Yourself Pediatric TherapyChicagoAt Express Yourself Pediatric Therapy, we believe every child deserves the opportunity to thrive. We are a rapidly growing, multidisciplinary pediatric therapy practice providing speech therapy, occup
Tax Support Associate – Retail
IntuitChicagoOverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal
Director, Analytics, Data and Audience Services
RiseChicagoRise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics
Tax Professional - TurboTax Store
IntuitChicagoOverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal
Director, Analytics, Data Engineering
RiseChicagoRise is an award-winning, full-service Media Agency of Record that is backed by data and powered by people. We create omnichannel experiences using our proprietary tech stack and advanced analytics
Seasonal Tax Associate – Retail
IntuitChicagoOverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Associates – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal
Retail Tax Expert
IntuitChicagoOverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal ba
Tax Accountant - In-Store
IntuitChicagoOverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal ba
Experienced Tax Expert – In-Store
IntuitChicagoOverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal ba
Seasonal Tax Expert - In-Store
IntuitChicagoOverviewIntuit is seeking highly motivated individuals to join our dynamic team as dedicated Tax Experts – Retail On-Site in one of our new TurboTax locations across the United States on a seasonal ba
Sales Representative
AstoundChicagoA Day in the Life of the Direct Sales Representative - Residential $5,000- Sign On Bonus:Job DescriptionEarn Up to $89,000+ with the Potential to Exceed Six Figures!***Door-to-Door residential outside
Dental Regional Sales Leader - Midwest
Bausch HealthChicagoBausch Health is seeking a Regional Sales Manager for the Midwest, based in Chicago, Illinois. This role involves leading the sales team, developing business strategies, and ensuring sales goals are m
Neuro-Oncologist | Academic Clinician in Brain Tumor Care
American Geriatrics SocietyChicagoThe American Geriatrics Society, affiliated with the University of Chicago, is seeking a full-time neuro-oncologist faculty member to join a multidisciplinary team. This position offers the opportunit
Commission Sales Associate - Mens - North Michigan
brobstongroup.com - JobboardChicagoSummary Commission Sales Associate responsible for driving sales of men's merchandise at the North Michigan Avenue store. This part-time, commission-based role focuses on personalized customer service
Revenue Cycle Manager: Healthcare Billing & Analytics
Erie Family Health CentersChicagoErie Family Health Centers is seeking a Full Time Revenue Cycle position located at their Erie West Town Administrative Offices in Chicago, IL. This role involves ensuring efficient claim processing a
Sales & Revenue Coordinator - Luxury Hotel Analytics & Ops
Four Seasons Hotels LtdChicagoFour Seasons Hotels Ltd in Chicago is on the lookout for a Sales and Revenue Coordinator to assist the Commercial Team. This role encompasses a variety of tasks including compiling reports, managing s
Regional Sales Manager (Dentistry) (Midwest)
Bausch Health Companies Inc.ChicagoJob Location: Chicago, Illinois, USA Job Requisition ID: 15471 Join our global diversified pharmaceutical company enriching lives through our relentless drive to deliver better health outcomes to our
Cardiometabolic Field Sales Specialist I - Impact & Growth
Merck & Co. IncChicagoNovo Nordisk is seeking a sales professional in Chicago, Illinois, to achieve sales goals for their cardiometabolic product portfolio. You will be responsible for engaging healthcare professionals, an
Associate Analytics Engineer
Coca-Cola CompanyChicagoThis job is with Coca-Cola, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. fairlife, LLC i
Mobile Notary Professional Chicago, IL
Certified Mobile NotaryChicagoCertified Mobile Notary Service( https://certifiedmobilenotaryservice.com )leads the industry in providing mobile notary signing services, offering unparalleled convenience and efficiency. Specializin
Senior GSI Sales Exec - NA Growth & Partnerships
Dormont Manufacturing CompanyChicagoDormont Manufacturing Co is seeking a Global Systems Integrator (GSI) Senior Account Executive, focused on building relationships with Kyndryl and Accenture. This senior-level role will involve execut
Asset Management - Client Advisor - RIA Channel, Chicago
- Chicago, Illinois, United States
- Chicago, Illinois, United States
À propos
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 Client Advisor in the Institutional Advisor Channel, you will cover Northern Illinois, Northern Indiana, and Southern Wisconsin, serving Registered Investment Advisors, Private Banks, Trust Companies, and Multi-Family Offices. You will lead an Integrated Client Team to deliver J.P. Morgan's investment solutionsincluding ETFs, mutual funds, separately managed accounts, and alternativeswhile communicating our market views and portfolio insights. You will build lasting client relationships, act as a trusted solutions provider, and collaborate closely with internal partners to drive success.
Job Responsibilities:
- Lead and expand relationships with institutional clients, focusing on Registered Investment Advisors, Private Banks, Trust Companies, and Multi-Family Offices.
- Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management.
- Communicate J.P. Morgan's perspectives on markets, retirement, and portfolio construction through established programs and thought leadership.
- Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs.
- Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives.
- Demonstrate a solutions-oriented, consultative approach to client engagement.
- Organize and lead client meetings, presentations, and events within the territory.
- Manage time and resources efficiently, ensuring effective coverage and support for all clients.
- Uphold J.P. Morgan's values of integrity, excellence, and partnership in all interactions.
- Travel regularly within the assigned territory to meet with clients and prospects.
Required qualifications, capabilities and skills:
- Bachelor's degree required.
- Series 7 & 63 securities licenses.
- Proven experience in client relationship management, preferably in an institutional or advisory setting.
- Strong communication, presentation, and interpersonal skills.
- Demonstrated ability to work collaboratively within a team structure.
- High level of professionalism, organization, and discipline.
- Willingness to travel weekly within the assigned territory.
- Consultative mindset with a focus on delivering client-centric solutions.
- Commitment to J.P. Morgan's values and a drive for excellence.
Preferred qualifications, capabilities and skills:
- Experience in wholesaling (internal or external) is preferred.
- Innovation mindset and adaptability to change.
- Emotional intelligence and strong interpersonal skills.
Additional Information: This role requires regular travel within Northern Illinois, Northern Indiana, and Southern Wisconsin.
About UsJPMorganChase, 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 TeamJ.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.
Compétences linguistiques
- English
Cette offre provient d’une plateforme partenaire de TieTalent. Cliquez sur « Postuler maintenant » pour soumettre votre candidature directement sur leur site.