Asset Management - Financial Advisor Services - Analyst
On-site · Columbus, Ohio, United States
Job Summary
Asset Management - Financial Advisor Services Analyst at JPMorgan. Responsibilities include prospecting new business opportunities, establishing and managing client relationships, educating clients about JPMorgan Funds products, and identifying top advisors through calls, email campaigns, and referrals. Partner with internal/external Client Advisors to generate revenue growth and client retention; handle inquiries to the Funds desk; create client presentations and prep/follow-up materials for meetings; assist Advisors with Funds website questions; generate portfolio insights analyses and document sales activity in Salesforce; develop proposals and illustrative models for key sales reps; collaborate across teams on projects spanning asset classes.
Required Qualifications
- 4-year degree (BA/BS)
- 2+ years of financial services experience including strong knowledge of JPMorgan Funds’ products and services
- Specialized knowledge of JPMorgan’s Insights programs – i.e. Guide to the Markets, Guide to Retirement and Portfolio Insights
- Able to communicate effectively (verbal and written) with a wide variety of stakeholders
- Proactive with a high level of attention to detail; quick learner who can adapt to changing priorities and high pressure environment
- Exceptional time management and organization skills; able to produce high quality work in a deadline driven environment
- Intermediate to advanced computer skills - e.g. Salesforce, Microsoft Suite
- FINRA/NASAA licenses - Series 7; Series 63
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