JPMorganChase
Asset Management - External Client Advisor, Montreal - Vice President
Be an Early Applicant
The External Client Advisor will focus on business development in Montreal, managing client relationships, and coordinating marketing campaigns for investment solutions.
Job Description
J.P. Morgan Asset Management is dedicated to providing exceptional service to our clients and business partners, leveraging our global firm's capabilities. Our Sales teams, marketing support, and product specialists help clients build stronger portfolios, offering investment solutions tailored to their goals. The opportunity to offer fund solutions to the Canadian retail advisor community represents a significant opportunity for our leading asset management firm.
As an External Client Advisor within our Business Development team, you will be responsible for providing field sales coverage in Montreal and surrounding areas. Your role will involve coordinating business development initiatives, establishing crucial client relationships, and managing campaigns and marketing activities. You will have the unique opportunity to contribute to the expansion of our investment capabilities in the Canadian retail market as part of a leading asset management firm.
Job Responsibilities
- Proactively contact firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence.
- Perform a variety of sales functions including client meetings, client follow-up, proposal generation, presentations, public speaking, and attending seminar and industry events.
- Be the primary point of contact for advisors with regards to JP Morgan products
- Leverage a consultative approach to gain a thorough understanding of the client's needs.
- Be a subject matter expert on the implementation on all JPMorgan products.
- Work closely with internal sales associate, marketing, legal and compliance.
- Collaborate with the senior leadership team, product teams, and marketing to develop a five-year roadmap for the Canadian Business.
Required qualifications, capabilities and skills
- 10+ years' experience with financial services company in sales/specialist role
- Extensive experience in the mutual funds, ETF's, SMA's, private alternative space, including experience in various structures of private alternatives.
- Existing relationships with key decision makers and centers of influence within Montreal and surrounding areas
- Experience in working and supporting financial advisors in Montreal and surrounding areas.
- Ability to communicate information and state problems or challenges to be resolved in a clear, concise, courteous and professional manner.
- Frequent travel is required and available to work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available (especially during regular business hours or shifts) to communicate with subordinates, supervisors, and co-workers.
- 4 year degree.
- Fluency in French is a requirement.
Preferred qualifications, capabilities and skills
- MBA, CFA, CIM, CAIA preferred.
Gestion d'actifs - Conseiller clientèle, Montréal - Vice-président
J.P. Morgan Asset Management s'engage à fournir un service exceptionnel à nos clients et partenaires commerciaux. Nos équipes de vente et de service client, le soutien marketing et les spécialistes des produits sont dédiés au soutien de nos clients et tirent parti des capacités de notre entreprise mondiale. Nos équipes de vente aident nos clients à renforcer leurs portefeuilles, que ce soit pour des institutions, des intermédiaires ou des particuliers. Nos clients sont confrontés à un ensemble infini de défis de construction de portefeuille. Nous les rencontrons avec un objectif unique : offrir des solutions d'investissement conçues pour atteindre leurs objectifs de la manière qui leur convient le mieux. Offrir des solutions de fonds à la communauté des conseillers de détail à travers le Canada représente une opportunité énorme pour J.P. Morgan Asset Management Canada. En tant que gestionnaire d'actifs de premier plan, nous sommes bien placés pour apporter nos capacités d'investissement de premier plan au marché de détail canadien.
Langage marketing introductif: Excellente opportunité de diriger la croissance et l'expansion de nos capacités d'investissement à Montréal pour J.P. Morgan Asset Management.
Résumé du poste: En tant que conseiller clientèle externe, vous assurerez la couverture des ventes sur le terrain à Montréal et dans les environs, coordonnerez les efforts de développement commercial, établirez des relations clés avec les clients et gérerez les campagnes et activités marketing. Vous aurez l'opportunité de faire partie d'un gestionnaire d'actifs de premier plan et de contribuer à l'expansion des capacités d'investissement sur le marché de détail canadien.
Responsabilités du poste
- Contacter proactivement les entreprises à Montréal pour identifier les voies de pénétration accrue, y compris, mais sans s'y limiter, les nouvelles références de conseillers, les opportunités de conférences/réunions et la présence sur le site web.
- Effectuer une variété de fonctions de vente, y compris les réunions avec les clients, le suivi des clients, la génération de propositions, les présentations, la prise de parole en public et la participation à des séminaires et événements industriels.
- Être le principal point de contact pour les conseillers concernant les produits JP Morgan
- Adopter une approche consultative pour comprendre en profondeur les besoins des clients.
- Être un expert en matière de mise en œuvre de tous les produits JPMorgan.
- Travailler en étroite collaboration avec l'associé aux ventes interne, le marketing, le juridique et la conformité.
Qualifications, capacités et compétences préférées
• MBA, CFA, CIM, CAIA préféré.
About Us
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.
About the Team
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.
J.P. Morgan Asset Management is dedicated to providing exceptional service to our clients and business partners, leveraging our global firm's capabilities. Our Sales teams, marketing support, and product specialists help clients build stronger portfolios, offering investment solutions tailored to their goals. The opportunity to offer fund solutions to the Canadian retail advisor community represents a significant opportunity for our leading asset management firm.
As an External Client Advisor within our Business Development team, you will be responsible for providing field sales coverage in Montreal and surrounding areas. Your role will involve coordinating business development initiatives, establishing crucial client relationships, and managing campaigns and marketing activities. You will have the unique opportunity to contribute to the expansion of our investment capabilities in the Canadian retail market as part of a leading asset management firm.
Job Responsibilities
- Proactively contact firms to identify avenues for increased penetration, including but not limited, to new advisor referrals, conference/meeting opportunities, and website presence.
- Perform a variety of sales functions including client meetings, client follow-up, proposal generation, presentations, public speaking, and attending seminar and industry events.
- Be the primary point of contact for advisors with regards to JP Morgan products
- Leverage a consultative approach to gain a thorough understanding of the client's needs.
- Be a subject matter expert on the implementation on all JPMorgan products.
- Work closely with internal sales associate, marketing, legal and compliance.
- Collaborate with the senior leadership team, product teams, and marketing to develop a five-year roadmap for the Canadian Business.
Required qualifications, capabilities and skills
- 10+ years' experience with financial services company in sales/specialist role
- Extensive experience in the mutual funds, ETF's, SMA's, private alternative space, including experience in various structures of private alternatives.
- Existing relationships with key decision makers and centers of influence within Montreal and surrounding areas
- Experience in working and supporting financial advisors in Montreal and surrounding areas.
- Ability to communicate information and state problems or challenges to be resolved in a clear, concise, courteous and professional manner.
- Frequent travel is required and available to work the days and hours necessary to perform all assigned responsibilities and tasks. Must be available (especially during regular business hours or shifts) to communicate with subordinates, supervisors, and co-workers.
- 4 year degree.
- Fluency in French is a requirement.
Preferred qualifications, capabilities and skills
- MBA, CFA, CIM, CAIA preferred.
Gestion d'actifs - Conseiller clientèle, Montréal - Vice-président
J.P. Morgan Asset Management s'engage à fournir un service exceptionnel à nos clients et partenaires commerciaux. Nos équipes de vente et de service client, le soutien marketing et les spécialistes des produits sont dédiés au soutien de nos clients et tirent parti des capacités de notre entreprise mondiale. Nos équipes de vente aident nos clients à renforcer leurs portefeuilles, que ce soit pour des institutions, des intermédiaires ou des particuliers. Nos clients sont confrontés à un ensemble infini de défis de construction de portefeuille. Nous les rencontrons avec un objectif unique : offrir des solutions d'investissement conçues pour atteindre leurs objectifs de la manière qui leur convient le mieux. Offrir des solutions de fonds à la communauté des conseillers de détail à travers le Canada représente une opportunité énorme pour J.P. Morgan Asset Management Canada. En tant que gestionnaire d'actifs de premier plan, nous sommes bien placés pour apporter nos capacités d'investissement de premier plan au marché de détail canadien.
Langage marketing introductif: Excellente opportunité de diriger la croissance et l'expansion de nos capacités d'investissement à Montréal pour J.P. Morgan Asset Management.
Résumé du poste: En tant que conseiller clientèle externe, vous assurerez la couverture des ventes sur le terrain à Montréal et dans les environs, coordonnerez les efforts de développement commercial, établirez des relations clés avec les clients et gérerez les campagnes et activités marketing. Vous aurez l'opportunité de faire partie d'un gestionnaire d'actifs de premier plan et de contribuer à l'expansion des capacités d'investissement sur le marché de détail canadien.
Responsabilités du poste
- Contacter proactivement les entreprises à Montréal pour identifier les voies de pénétration accrue, y compris, mais sans s'y limiter, les nouvelles références de conseillers, les opportunités de conférences/réunions et la présence sur le site web.
- Effectuer une variété de fonctions de vente, y compris les réunions avec les clients, le suivi des clients, la génération de propositions, les présentations, la prise de parole en public et la participation à des séminaires et événements industriels.
- Être le principal point de contact pour les conseillers concernant les produits JP Morgan
- Adopter une approche consultative pour comprendre en profondeur les besoins des clients.
- Être un expert en matière de mise en œuvre de tous les produits JPMorgan.
- Travailler en étroite collaboration avec l'associé aux ventes interne, le marketing, le juridique et la conformité.
Qualifications, capacités et compétences préférées
• MBA, CFA, CIM, CAIA préféré.
About Us
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.
About the Team
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.
What you need to know about the Montreal Tech Scene
With roots dating back to 1642, Montreal is often recognized for its French-inspired architecture and cobblestone streets lined with traditional shops and cafés. But what truly sets the city apart is how it blends its rich tradition with a modern edge, reflected in its evolving skyline and fast-growing tech industry. According to economic promotion agency Montréal International, the city ranks among the top in North America to invest in artificial intelligence, making it le spot idéal for job seekers who want the best of both worlds.
Key Facts About Montreal Tech
- Number of Tech Workers: 255,000+ (2024, Tourisme Montréal)
- Major Tech Employers: SAP, Google, Microsoft, Cisco
- Key Industries: Artificial intelligence, machine learning, cybersecurity, cloud computing, web development
- Funding Landscape: $1.47 billion in venture capital funding in 2024 (BetaKit)
- Notable Investors: CIBC Innovation Banking, BDC Capital, Investissement Québec, Fonds de solidarité FTQ
- Research Centers and Universities: McGill University, Université de Montréal, Concordia University, Mila Quebec, ÉTS Montréal
