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Business Development Client Relationship Manager Financial Sales Sales Consultant

Regional Platform Solutions Client Advisor Asset Management

Job in Lansing, Cook County, Illinois, 60438, USA
Listing for: J.P. Morgan
Full Time position
Listed on 2026-03-05
Job specializations:
  • Sales
    Business Development, Client Relationship Manager, Financial Sales, Sales Consultant
Salary/Wage Range or Industry Benchmark: 125000 - 150000 USD Yearly USD 125000.00 150000.00 YEAR
Job Description & How to Apply Below
A leading financial firm is seeking a Platform Solutions Client Advisor to enhance relationships with RIA clients, focusing on tax management solutions and investment strategies. The ideal candidate will have over 10 years of experience in sales and client engagement, a deep understanding of the wealth management industry, and proficiency in consultative sales. Candidates should be self-motivated, possess strong interpersonal skills, and be comfortable with technology-driven solutions.

This role is based in Lansing, Illinois and may involve some travel.
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