The ETF business is a global JPMAM business that was formed in 2015. The U.S. Institutional ETF business sits within the North America Institutional Sales team and is responsible for leading ETF sales activities to Institutional investors in the US and Canada including DB plans, Endowments, Foundations, Healthcare Companies, Insurance Companies, Asset Managers, and Hedge Funds.

As an Institutional ETF Client Advisor within the Institutional ETFs team, you will be reporting directly to the Head Of Institutional ETFs. Your role will involve providing consultative support to institutional investors, helping them understand and address their complex challenges and needs. This includes educating JP Morgan Client Advisors and end clients about the developments in the ETF industry, landscape, and use cases across various asset classes, including capital markets and trading considerations. Collaborating with both internal and external partners, you will engage new and existing clients and seize ETF sales opportunities.

Job Responsibilities

Develop deep relationships across the institutional client base with particular emphasis on investment decision makers, portfolio managers, traders, etcPartner with our Institutional Client Advisors on ETF sales calls as the subject matter expertPrepare and deliver product presentations to prospective and existing clients at meetings, conferences, road-shows and via telephone/zoomProvide clients with capital markets insights regarding ETF primary and secondary market tradingLeverage a consultative sales approach across channel to drive net new ETF assetsEngage clients in discussions about new product concepts and solutions to help solve complex client challenges

Required qualifications, capabilities and skills 

Existing relationships in the institutional channel, including asset owners or asset managers, with capacity to prospect new external relationshipsStrong understanding of the Asset Management industry, including active and passive strategiesDeep background in the ETF landscape with competitor, product, and capital markets familiarityProven track record of developing key internal and external partnerships with sales teams and individualsHighly motivated, with the ability to work independentlyExperience developing and executing on a data driven sales business plan within a defined channel or regionExcellent written and verbal communication skillsUndergraduate degreeSeries 7, 63