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About the Role
As an Institutional Sales Associate (ISA), you will partner with client advisors to help institutional clients and prospects navigate capital markets by offering timely solutions. This role is ideal for collaborative communicators who enjoy making a difference in helping clients achieve their investing goals.
Responsibilities
- Develop strong relationships with top-tier clients, consultants, and prospects through consultative phone conversations.
- Own and maintain territory data in CRM.
- Proactively identify and engage clients and prospects around strategic initiatives.
- Coordinate and deliver client communications and events.
- Provide superior client service by being responsive and focusing on client needs.
- Leverage technological tools to showcase resources to clients.
- Align with Client Advisors on objectives to achieve goals.
- Demonstrate effective territory management skills including follow-up, strategy reviews, meeting scheduling, and lead generation.
- Convey thought leadership from the Market Insights team and other resources.
- Collaborate with internal partners (Legal, Marketing, Compliance, client accounts management) to meet client and prospect needs.
Requirements
- Bachelor's degree.
- 3+ years of financial service experience or related sales leadership experience in the financial services sector.
- Self-starter with passion for sales and financial markets.
- Proven results showing sustainable achievement in a competitive environment with accuracy and efficiency.
- Ability to learn and demonstrate industry and product knowledge.
- Capacity to build relationships across the organization and with partner firms.
- Excellent verbal and written communication, presentation skills, and organization.
- CSC Dealing Representative license required within the first 6 months.
Skills
- Financial service experience
- Sales leadership
- Sales
- Financial markets
- Relationship building
- Communication
- Presentation skills
- Organization
- Territory management
- Client service
Location
- Canada
Work Type
- Full-time
Experience Level
- 3+ years
Education Level
- Bachelor's degree
- CIM/CFA or progress toward the designation preferred
Benefits
- Competitive total rewards package
- Base salary determined by role, experience, skill set, and location
- Commission-based pay and/or discretionary incentive compensation
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
About the Company
- JPMorgan Asset Management Canada (JPMAMC) helps institutional clients meet their goals by providing industry leading investment solutions.
- 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.
- 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.
Equal Opportunity
- 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.
- JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.