Platform Solutions Client Advisor

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists are dedicated to supporting our clients and leveraging the capabilities of our global firm to deliver outstanding solutions.

Our sales teams help clients build stronger portfolios for institutions, intermediaries, and individuals alike. பொரா The team tackles the infinite array of portfolio‑building challenges, focusing on Admirably delivering investment solutions designed to achieve each client’s goals in the best manner possible.

As a Platform Solutions Client Advisor in J.P. Morgan Asset Management’s RIA channel, you will collaborate with clients to provide growth solutions for their practice. This includes portfolio construction and automated, Tax‑Smart implementation capabilities of J.P. Morgan and 55ip. Your role encompasses Scaled Tax‑Smart implementation and rebalancing, Tax‑Smart portfolio transitions, automated ongoing tax loss harvesting, Tax‑Smart withdrawals, tax benefit reporting, and the representation of J.P. Morgan’s suite of investment solutions.

As a vital team player, your energy, creativity, and strong spirit of collaboration contribute to our firm’s growth and scalability for the clients we serve.

• Drive new and support existing tax management business with RIAs, providing additional efficiency.
• Promote and represent J.P. Morgan’s investment solutions ( Volunteers Models, Tax‑Managed Active and Index SMAs, mutual funds, and ETFs) for inclusion in RIA practices.
• Serve all layers of client firms, from the C‑suite through back‑office operations.
• Navigate across internal and external constituents such as custody platforms, TAMPs, and technology vendors with a solution‑based mindset that breaks through complexity and unlocks commercial growth.
• Effectively manage territory with organizational and forethought skills, developing and following a plan while managing travel and expenses appropriately.
• Use time efficiently with clients and demonstrate professionalism in all office approaches.
• Identify key individuals within assigned territory.
• Travel to meet prospects and clients.
• Proactively discover new internal and marketplace methods, championing industry innovation.

• Deep understanding of wealth and asset management, tax management, custody, finance technology, and all facets of RIA business management—including growth strategies, investment solutions, technology infrastructure, and operations.
• High level of comfort with and enthusiasm for technology‑driven products and user experience.
• 10+ years of sales/client engagement experience.
• Deep knowledge of tax loss harvesting strategies and how they are implemented.
• Expertise working within a team‑based model.
• Proven consultative sales style, identifying challenges and solutions.
• Relationship builder with an established client network.
• Excellent interpersonal skills and ability to collaborate effectively with team members.
• Ability to deliver high‑quality outbound client engagement activity through multiple mediums (in‑person, Zoom, conference calls, phone calls, and email).
• Self‑starter, করেছিলেন motivated and competitive.
• Series 7 and Series 63 required.

This position is subject to Section 19 of the Federal Deposit Insurance Act. An employment offer is contingent on JPMorgan Chase’s review of criminal conviction history, including pretrial diversions or program entries.

JPMorgan Chase & Co. is an Equal Opportunity Employer. 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.

Seniority level:
Mid‑Senior level

Employment type:

Full‑time
Job function:
Consulting, Information Technology, and Sales