Asset Management - Portfolio Model Specialist Client Advisor - Vice President
On-siteChicago, Illinois, United States
Job Summary
Manage a territory of advisors across the Central Division of the Independent Broker Dealer Channel by developing relationships with financial advisors engaged in model portfolio business. Primarily engage with FAs over the phone using screen share technology to leverage JPMorgan resources and tools, while preparing and delivering compelling presentations on Multi-Asset Solutions views, portfolio moves, and performance. Conduct 20 agenda-driven meetings weekly to collaborate on market insights and drive adoption of model portfolios, ensuring all communications adhere to regulatory requirements. Requires Series 7 and 63, with a focus on client-facing roles in the Midwest.
Required Qualifications
- Bachelor's degree in Finance, Economics, Business, or a related field
- Series 7 and 63
- Minimum 5 years of experience in investment management, portfolio management, or a related field, with a focus on client-facing roles
- Strong understanding of investment principles, asset allocation, and portfolio construction
- Excellent analytical, quantitative, and problem-solving skills
- Strong communication and presentation skills, with the ability to convey complex investment concepts to a diverse audience
- Detail-oriented with a high level of accuracy and the ability to manage multiple tasks and deadlines
- Team player with a collaborative mindset and the ability to work effectively in a fast-paced environment
- Willingness to travel occasionally within the Midwest US
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.