J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients’ specific needs.
As a Business Specialist within J.P. Morgan Advisors, you will be responsible for overseeing the Advisor's business operations, partnering with leadership, managing team workflow, mentoring team members, acting as a liaison between management and the Advisor’s team, and identifying new business opportunities. The role requires a strong understanding of client needs, teamwork, and the ability to handle multiple assignments accurately.
Job Responsibilities:
- Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management
- Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients
- Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies
- Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions
- Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base
- Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMA products and services
- Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients.
- 7 years’ experience in Financial Services industry
- Strong understanding of the needs and sensitivities of clients
- Ability to work in a team-based environment
- Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment
- Experienced in working on a team with at least two additional Sales Associate
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
- Bachelor’s degree required
Required qualifications, capabilities, and skills:
- 7 years’ experience in Financial Services industry
- Strong understanding of the needs and sensitivities of clients
- Ability to work in a team-based environment
- Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment
- Experienced in working on a team with at least two additional Sales Associate
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
- Bachelor’s degree required