Asset Management Client Advisor - RIA Channel

About This Role

This role involves establishing and growing client relationships with RIAs, Bank & Trusts, and Family Offices in Northern California, leveraging J.P. Morgan's investment solutions. The Client Advisor will lead an Integrated Client Team, communicate market views, and act as a trusted solutions provider.

Responsibilities

• Establish and grow relationships with RIAs, Bank & Trusts, and Family Offices in Northern California/San Francisco Bay Area
• Lead the Integrated Client Team to deliver consultative investment solutions and increase assets under management
• Position mutual funds, ETFs, separately managed accounts, and alternative investments to clients
• Communicate J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through various programs
• 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

Requirements

• 3 years of 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

Qualifications

• Bachelor’s degree
• 3 years of experience in client relationship management, preferably in an institutional or advisory setting

Nice to Have

• Experience in wholesaling (internal or external)
• Innovation mindset and adaptability to change
• Emotional intelligence and strong interpersonal skills

Benefits