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Asset Management - Funds - Internal Sales Manager - IBD - Chicago

Req #: 180011120
Location: Chicago, IL, US
Job Category: Asset Management
Job Description:

J.P. Morgan Global Funds Management  

Internal Sales Manager - Independent Broker Dealer Channel

J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.8 trillion and assets under management of $2.0 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of Dec. 31, 2017.)

J.P. Morgan Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.

  • A clear focus on managing client assets and delivering strong risk-adjusted returns
  • More than 1,200 investment professionals providing strategies spanning the full spectrum of asset classes, including equity, fixed income, cash liquidity, currency, real estate, hedge funds and private equity
  • Leadership positions in the U.S., U.K., Continental Europe, Asia, and Japan

J.P. Morgan Asset Management is the marketing name for the investment management businesses of JPMorgan Chase & Co. and its affiliates worldwide.

Global Funds Management oversees the delivery of J.P. Morgan Funds to individual and institutional investors around the world through regionally-based fund complexes operating in Asia-Pacific, the Americas and Europe. Funds are primarily offered to investors through third-party distributors, such as Financial Advisors in the U.S., but also directly to retail investors in a few markets like Taiwan. Its funds span the complete spectrum of investment strategies, including beta, equity, multi-asset, fixed income, currency, real estate, hedge funds, private equity, and retail solutions, which are available via a variety of investment vehicles, including mutual funds, sub-advised separate accounts, separately managed accounts, and exchange-traded funds.

With $531 billion in actively managed, long-term assets under management as of Dec. 31, 2017, J.P. Morgan's funds family is the fifth-largest, actively-managed fund complex in the world, and ranks among the Top 10 largest, active managers in its U.S., EMEA and Asia-Pacific regions. It has also been an industry leader in terms of actively managed, long-term net flows. And, it's one of the leading global cash managers.

J.P. Morgan Funds is a leader in investment performance, with 83 percent of its five-year mutual fund AUM ranked in the top two quartiles for investment performance as of Dec. 31, 2017. The complex is also routinely recognized throughout the industry and around the world for its innovation and best-in-class service to advisors and shareholders.


General Summary:  


The Internal Sales Manager for the Independent Broker Dealer (IBD) Channel will be responsible for hiring and developing outstanding Internal Client Advisors that drive and support business opportunities for JP Morgan Asset Management.  Additionally, this individual will work closely with the entire IBD Management team to promote business strategies across the channel and to facilitate their implementation through the Internal Client Advisor team. 


 Essential Job Functions:

  • Hiring and training of new and existing Internal Client Advisors to ensure core competencies and continual professional growth. 
  • Identify and groom qualified Internal Client Advisor Associates for external Client Advisor responsibilities or other opportunities that across the Firm.
  • Ensure all team members fully understand and are executing on channel goals and objectives.
  • Evaluate the quality of the ICAs by monitoring outbound calls on a regular basis and providing regular coaching to enhance skills and territory management abilities.
  • Work cohesively with sales management to make sure sales goals are achieved through ongoing guidance and support.
  • Facilitate a dynamic sales environment and maintain high levels of motivation among staff
  • Promote organizational skills that enable the team to be more efficient and effective throughout the day. 
  • Maintain systematic controls aimed at ensuring effective quantity and quality of sales discussions with investment consultants.
  • Assist in the management effort to ensure effective communication among Client Advisors and Internal Client Advisors aimed at facilitating coordinated sales efforts and cohesive strategies.
  • Support the development of sales skills among the ICA staff and ensure ongoing enhancement of their industry and product knowledge through weekly meetings and conferences.
  • Work with support staff to develop and maintain effective sales reporting for all products.
  • Lead department research requests and provide solutions and follow up where appropriate.
  • Work with Centers of Influences at client firms to advance the sales process from strategic initiatives.
  • Minimum of seven years of experience in the securities industry, history of sales management experience strongly preferred.
  • NASD Series 7, 24, and 66, or 63 and 65
  • Related undergraduate degree required
  • Demonstrated abilities in coaching a sales organization and accomplishment of sales goals
  • Extensive knowledge of financial markets and the securities traded in those markets, as well as, quickly assess market trends and identify educational opportunities for the team   
  • Solid organization, communication, and time management skills. 
  • Outstanding energy, focus, and drive to achieve results.
  • Excellent interpersonal, leadership and sales skills.
  • Ability to interact effectively and build strong partnerships at all levels of organization
  • Solutions driven, ability to effectively execute under pressure within a fast-paced environment; extremely adaptable to ever changing business demands and expectations
  • Demonstrated project management skills, including critical thinking and change management
  • Strong presentation skills to participate in weekly management calls with IBD Channel management
  • Excellent analytical & problem solving skills
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