Asset Management - Institutional ETF Client Advisor - Vice President

The ETF business is a global JPMAM business that was formed in 2015.

The U.S.

Institutional ETF business sits within the North America Institutional Sales team and is responsible for leading ETF sales activities to Institutional investors in the US and Canada including DB plans, Endowments, Foundations, Healthcare Companies, Insurance Companies, Asset Managers, and Hedge Funds.

As an Institutional ETF Client Advisor within the Institutional ETFs team, you will be reporting directly to the Head Of Institutional ETFs.

Your role will involve providing consultative support to institutional investors, helping them understand and address their complex challenges and needs.

This includes educating JP Morgan Client Advisors and end clients about the developments in the ETF industry, landscape, and use cases across various asset classes, including capital markets and trading considerations.

Collaborating with both internal and external partners, you will engage new and existing clients and seize ETF sales opportunities.

Job Responsibilities


* Develop deep relationships across the institutional client base with particular emphasis on investment decision makers, portfolio managers, traders, etc


* Partner with our Institutional Client Advisors on ETF sales calls as the subject matter expert


* Prepare and deliver product presentations to prospective and existing clients at meetings, conferences, road-shows and via telephone/zoom


* Provide clients with capital markets insights regarding ETF primary and secondary market trading


* Leverage a consultative sales approach across channel to drive net new ETF assets


* Engage clients in discussions about new product concepts and solutions to help solve complex client challenges

Required qualifications, capabilities and skills


* Existing relationships in the institutional channel, including asset owners or asset managers, with capacity to prospect new external relationships


* Strong understanding of the Asset Management industry, including active and passive strategies


* Deep background in the ETF landscape with competitor, product, and capital markets familiarity


* Proven track record of developing key internal and external partnerships with sales teams and individuals


* Highly motivated, with the ability to work independently


* Experience developing and executing on a data driven sales business plan within a defined channel or region


* Excellent written and verbal communication skills


* Undergraduate degree


* Series 7, 63

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