Asset Management - Sales Desk Manager - Vice President
JPMorganChase
At J.P. Morgan Asset Management, we believe investors deserve a partner they can trust to step up and deliver strong outcomes. From the largest institutional investors around the world to financial advisors around the corner, our clients rely on the power of perspective to solve their toughest challenges. Our clients trust us to manage over $3.7 trillion in assets under management, across 25 countries, to secure what matters most to the individuals, families, companies, and communities they serve. JP Morgan Asset Management Canada was established in 1982 and currently has over $42B CAD under management. We have offices in Vancouver, Toronto & Montreal and serve institutions, sub advisory clients, consultants and financial advisors across the country.
As a Sales Desk Manager within our Advisor Business, you will work with our team of Internal Client Advisors (ICAs) that focus their efforts on Bank owned brokerage advisors. We are looking for a strategic, consultative, sales-minded individual who enjoys coaching and developing sales professionals. The role will be located in Toronto.
Job Responsibilities
- Hire, train, and lead a team of Internal Client Advisors (ICAs).
- Coach your team to leverage various business partners across JPM which include Portfolio Managers, Investment Specialists, Market Strategists and Portfolio Insights Specialists
- Mentor your ICAs on how to best partner with their Client Advisors (CAs)
- Work closely with the Sales Management Team to develop and execute strategic initiatives with our clients
- Drive continued adoption of innovative technological tools that enhance your team’s ability to have meaningful client conversations
- Act as a liaison to national sales management, Global Strategic Relationships, Marketing, Product Strategy and Business Intelligence by communicating information that will optimize our overall business model
- Have fun! This is a role for someone who enjoys coaching, mentoring and developing an amazing group of talented individuals
Required Qualifications, Capabilities and Skills
- 5+ years of relevant sales and management experience in the financial industry
- Ability to develop a team through leadership, mentorship, expert coaching and sales acumen
- Deep understanding of and ability to teach capital markets and consultative sales
- Bachelor’s degree required
Preferred Qualifications, Capabilities and Skills
- MBA/CFA preferred
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.
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.
Great opportunity to join our growing sales team in Toronto!