Asset Management - Subadvisory Client Advisor - West Region
Company: JPMorganChase
Location: Los Angeles
Posted on: April 5, 2026
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Job Description:
Description J.P. Morgan Asset Management is dedicated to
delivering exceptional service and investment solutions to our
clients and business partners. Our global sales and client service
teams, along with marketing support and product specialists, work
to strengthen portfolios for institutions, intermediaries, and team
members. As a leading subadvisor to large annuity manufacturers and
mutual fund companies, we focus on helping clients achieve their
goals with tailored investment strategies. As the Subadvisory Sales
Team Client Advisor within the Subadvisory Sales Team, you will
prospect, close business, and promote insurance products where
JPMAM investment capabilities are embedded (via subadvised
mandates). You will primarily interact with insurance company
wholesalers but will also partner with Funds Management retail
sales counterparts to develop relationships and seek opportunities
with VA-producing financial advisors. You will cover the West Coast
Territory consisting of 10 states. Job Responsibilities Sell JPMAM
investment capabilities embedded in variable annuity platforms by
influencing insurance company wholesalers and VA-producing
financial advisors Cultivate relationships and providing market,
retirement and annuity insights Partner with Funds Management
retail sales counterparts to identify VA-producing advisors to
target in addition to current business model focused on driving
cash flow via insurance wholesaler interactions Implement the
JPMorgan Asset Management sales process which includes, profiling,
inputting sales contacts/calls in customer relationship management
(CRM) system, reporting results, sharing best practices, and
participating in sales meetings Participate in the development of
VA content, capabilities, and tools throughout the organization
with complete integration into sales practices and processes Build
and maintain internal resources across Funds Management and
portfolio management teams, leveraging shared resources and
communicating sales and marketing intelligence to clients Required
qualifications, capabilities and skills Proven results and
demonstrated sustainable achievement in a competitive environment
(drive for achievement) Ability to learn and demonstrate industry
and product knowledge by understanding the competition, the client
and marketplace (technical expertise) Capacity to build
relationships across entire organization and with our partner firms
(strength managing relationships) as well as grow, develop and
maintain working relationships with advisors Familiarity with
financial markets, market terminology, capital markets history and
economic indicators, along with equity, fixed income,
international, emerging markets, currency, and alternative asset
classes Ability to effectively leverage our global resources to
drive sales results Focus and desire to increase and retain the
firm's assets by identifying opportunities and creative solutions
Ability to tell the "JPM story" clearly, concisely, and in a
compelling way to create interest by utilizing the JPMorgan
seven-step sales process Willingness to reside in California or
Arizona and travel in territory as required Ability to administer,
on a timely basis, required reports to the appropriate JPM areas
including sales plans, call reports, and promotional programs
Effectiveness in presenting to internal and external insurance
company wholesalers and financial advisors Series 7, 63 and
Bachelor's Degree Preferred qualifications, capabilities and skills
Understanding of variable annuity and insurance products and
platforms preferred This position is subject to Section 19 of the
Federal Deposit Insurance Act. As such, an employment offer for
this position is contingent on JPMorganChase’s review of criminal
conviction history, including pretrial diversions or program
entries.
Keywords: JPMorganChase, Beverly Hills , Asset Management - Subadvisory Client Advisor - West Region, Sales , Los Angeles, California
