Funds Management - Internal Client Advisor, Associate - Chicago
JPMorgan Chase 9,840 reviews - Chicago, IL

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Job Description

J.P. Morgan Global Funds Management

J.P. Morgan Global Funds Management is among the world's largest and most respected investment managers. With more than 1,900 employees managing $ 442 billion in assets, we offer a depth of global resources and breadth of investment capabilities few firms can match.


Our experienced professionals operate across the U.S., Europe, Asia, Latin America and other key financial centers worldwide. Together, they deliver a diverse range of investments spanning all major asset classes, market sectors and geographic regions - from mutual funds to separate accounts, traditional strategies to alternatives, single-asset portfolios to packaged solutions.

At J.P. Morgan Global Funds Management, we draw on a legacy dating back to 1865 to manage assets in today's complex, ever-changing markets. The hallmarks of our business include a focus on exceptional risk-adjusted performance, an innovative product lineup designed for global diversification and a commitment to the highest quality service. We continue to build strong, growing partnerships with financial advisors and other intermediaries, providing them with insights and investments to meet the needs of their retail, institutional and retirement plan clients.

Role Description:
The Funds Management Business is looking to enhance its Internal Client Advisor (ICA) team in the IBD channel. The primary role of the Internal Client Advisor team is to prospect, close business, and promote JPMorgan mutual funds to financial advisors and the brokerage community.

Candidates should be self-starters who have a strong desire to succeed and to achieve goals in a consistent and timely manner.

Primary Objectives:
Identify and profile leading advisors through calling efforts, mail/email campaigns, and referrals

Cultivate and manage client relationship, by responding to client inquiries, providing ongoing communication with clients/prospects, and managing the client/prospects throughout the sales cycle, resulting in closed business.

Develop and strengthen relationships with key advisors and market centers of influence

Deliver "the best of the firm" to key advisors, through value-add tools/support, product information and updates, and unique JPM market insights

Partner with field client advisors, with responsibilities including advisor scheduling, call-backs, and lead generation


The candidate will have:
Proven results and demonstrated sustainable achievement in a competitive environment (Drive for achievement)

Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)

Capacity to build relationships across entire organization and with our partner firms (Manage relationships)

Excellent written and verbal communication skills

Leverage our global resources

This Leadership Role Requires:
Ability to drive sales results and focus to increase and retain the firm's assets

Drive to exceed activity requirements

Ability to tell the "JPM story" clearly, concisely and in a compelling way to create interest by utilizing the JPMorgan sales process

Ability to grow, develop and maintain working relationships with key advisors

Some travel in territory required

Proficiency in the use our CRM system and administer, on a timely basis, required reports to the appropriate JPM areas including sales plans, call reports, and promotional programs

Participating in high net worth and client presentations with FA's and RM's

Education: Bachelor degree preferred

Experience: 2+ year's financial services experience preferred and/or directly related sales leadership experience

Licenses: Minimum requirement Series 7 and 63


Portfolio/Fund Management

Primary Location

US-IL-Chicago-Chase Tower Chicago / 10468


Asset & Wealth Management



Job Type



Day Job

Employee Status


Corporate Brand

J.P. Morgan

About this company
9,840 reviews
At JPMorgan Chase, the work we do matters. All of us are committed to putting our resources and our voices to work every day for our...