JPMorgan Chase
Asset Management - Regional Client Advisor, Institutional Advisor (IA) Channel, Vice President
$85K–$100K
New York, NY · Director · Full-time · Posted Oct 21, 2026
- Education
- Bachelor’s degree
About the job
Build and expand relationships with RIAs, Bank & Trusts, and Family Offices by consultatively positioning JPMorgan investment products and communicating market and portfolio perspectives.
What you'll do
- Establish and grow client relationships across the assigned region as part of an integrated team.
- Consult with clients on mutual funds, ETFs, separately managed accounts, and alternative investments to increase assets under management.
- Communicate JPMorgan’s perspectives on markets, retirement, and portfolio construction through its named programs.
What they ask for
- Bachelor’s degree; Series 7 and 63 licenses.
- Consultative approach and ability to establish rapport and build and maintain trust.
- Ability to work collaboratively with integrated teams and internal and external partners.
- Willingness to travel within the region; expected frequency of six times per year.
Nice to have
- Knowledge and understanding of wholesaling as an internal or external.
Pay
New York, NY: $85,000.00-$100,000.00 USD base salary
Model-written summary · the original posting is authoritative