Asset Management - Platform Solutions Client Advisor, West Region - Vice President

Asset Management Platform Solutions Client Advisor (Vice President) in the West Region. Drive and support tax management business with RIAs, promoting J.P. Morgan’s investment solutions (Custom Models, Tax-Managed Active and Index SMAs, mutual funds and ETFs) for inclusion in RIA practices. Responsibilities include portfolio construction and automated, Tax-Smart implementation capabilities, tax-smart transitions, ongoing tax loss harvesting, tax-benefit reporting, and representing the firm’s solutions. Engage with clients across organizational levels from C-suite to back-office, navigate custody platforms and technology vendors to unlock growth, manage territory with planning and travel, and deliver high-quality outbound client engagement through in-person and remote channels. Requires deep knowledge of tax loss harvesting strategies, wealth/asset management, technology-driven products, and a proven consultative sales style, with a strong client network and excellent interpersonal skills. Travel to meet prospects and clients is required. The role is subject to regulatory review and pre-employment background checks.