Asset Management - Institutional Sales Associate - Program Associate

JPMorgan Asset Management Canada (JPMAMC) helps institutional clients meet their goals by providing industry-leading investment solutions. Our wide array of financial strategies – equity, fixed income, cash management, currency, asset allocation, and alternative asset classes - allow investors to find strategies to help navigate dynamic markets. Our renowned value-added tools assist clients in realizing their objectives and positions them to be successful with their key stakeholders.

Job Summary

As an Institutional Sales Associate (ISA), you will be working with your client advisor(s) helping Institutional clients/prospects navigate the complexities of the broader capital markets by offering timely solutions. You will partner with a team of Client Advisors and strive to meet goals by successfully marketing and supporting JP Morgan Strategies in Canada. This role is most rewarding for candidates who like to work collaboratively, are strong communicators, and enjoy making a true difference in helping clients achieve their investing goals.

Job Responsibilities

1. Develop strong relationships alongside your client advisor(s) with top-tier clients and prospects through consultative, proactive phone conversations that deliver the JPMAMC value proposition.
2. Ownership of territory data in CRM & responsible for ongoing maintenance.
3. Proactively identify and engage clients and prospects around strategic initiatives, while partnering with Client Advisors to cultivate relationships and leverage industry resources to spot trends and opportunities.
4. Responsible for the coordination & delivery of client communications & events.
5. Provide superior client service by being responsive, thoughtful and making the clients’ needs the focus.
6. Leverage cutting-edge technological tools to showcase our resources to clients in a more user-friendly way.
7. Partner with Client Advisors by being completely aligned on the objectives needed to achieve goals.
8. Demonstrate effective territory management skills by focusing on timely follow-up, conducting strategy reviews, scheduling meetings/events and lead generation.
9. Convey the thought leadership of our Market Insights team & other resources to aid clients’ understanding of the ever-changing market landscape.
10. Work closely with internal partners (Legal, Marketing, Compliance, etc.) to meet the daily needs of clients & prospects.

Required qualifications, capabilities and skills

1. Bachelor’s degree.
2. 2+ years of financial service experience preferred and/or related sales leadership experience.
3. Self-starter with passion for sales and the financial markets.
4. Proven results shown through sustainable achievement in a competitive environment.
5. Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace.
6. Capacity to build relationships across entire organization and with our partner firms.
7. Excellent verbal communication and presentation skills.
8. CSC Dealing Representative license required within first 6 months.

Preferred qualifications, capabilities and skills

1. CIM/CFA or progress toward the designation preferred.
2. Bilingual: French preferred.

JPMorganChase, 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 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.

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.