JPMorgan Chase & Co

Our wide array of financial strategies – equity, fixed income, cash management, currency, asset allocation, alternative asset classes - allow investors to find strategies to help navigate dynamic markets.. Ensure your team is delivering the full JP Morgan client experience by leveraging various business partners including ETF Specialists, Defined Contribution Specialists, Models Specialists and Portfolio Insights Specialists among others. Act as a liaison to national sales management, Global Strategic Relationships, Marketing, Product Strategy and Business Intelligence by communicating information that will optimize our overall business model. Series 24, 7 and 63 required. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

sales desk manager

JOB DESCRIPTION
Short business description
JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading investment solutions. Our wide array of financial strategies – equity, fixed income, cash management, currency, asset allocation, alternative asset classes - allow investors to find strategies to help navigate dynamic markets. We help clients get invested and stay invested in the markets by providing fact-based answers that remove emotion from the equation
Job Summary
As a Sales Desk Manager for our Independent Broker Dealer (IBD) Channel, you will lead our team of Internal Client Advisors (ICAs) as well as the two other Desk Managers that work in the Channel. We are looking for a strategic, consultative, sales-minded individual with a true passion for developing talented individuals. As an Sales Desk Manager, you will hire, train and lead teams of Internal Client Advisors (internal wholesalers) in the Independent Broker Dealer (IBD) channel. The role can be located in either Columbus or Chicago. You will coach your ICAs on various aspects of the role to help them successfully achieve their territory goals. You will be instrumental in helping to develop, guide and execute the strategic direction of the Independent Broker Dealer by working collaboratively with various business partners.
Job Responsibilities
Lead a team of Internal Client Advisors (ICAs) by coaching them to build successful long-term relationships with the financial advisors in their respective territories
Ensure your team is delivering the full JP Morgan client experience by leveraging various business partners including ETF Specialists, Defined Contribution Specialists, Models Specialists and Portfolio Insights Specialists among others
Mentor your ICAs on how to best partner with their Client Advisors (CAs)
Work closely with the Sales Management Team to develop and execute strategic initiatives with our clients
Drive continued adoption of innovative technological tools that enhance your team’s ability to have meaningful client conversations
Act as a liaison to national sales management, Global Strategic Relationships, Marketing, Product Strategy and Business Intelligence by communicating information that will optimize our overall business model
Have fun! This is a role for someone who enjoys coaching, mentoring and developing an amazing group of talented individuals
Required Qualifications, Capabilities and Skills
Minimum of 4-6 years of relevant sales or management experience in the financial industry
Ability to develop a team through leadership, mentorship, expert coaching and sales acumen
Deep understanding of and ability to teach capital markets and consultative sales
Series 24, 7 and 63 required
Bachelor’s degree required
ABOUT US
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr

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