Job Description

This position reports to the ETF Sales Desk Manager.  The candidate will partner with External Sales Specialists to provide support according to individual financial advisor needs within a defined geographic territory.  This includes education for financial advisors and Funds CA’s about ETF industry developments / landscape and the JPMorgan suite of ETFs.  The candidate must work collaboratively across channels with the Funds Internal Client Advisors to engage and close ETF sales opportunities.

Examples of specific activities include:

  • Identify and profile leading advisors through calling efforts, email campaigns, and referrals
  • Cultivate and manage client relationship, by responding to client inquiries, providing ongoing communication with clients/prospects, and managing the client/prospects throughout the sales cycle, resulting in closed business
  • Coordinate product presentations to prospective and existing clients via the telephone / internet, meetings, conferences and roadshows.
  • Deliver “the best of the firm” to key advisors, through value-add tools/support, product information and updates, and unique JPM market insights
  • Partner with 1-2 field wholesalers, with responsibilities including outbound calling and prospecting, advisor scheduling, follow ups, and lead generation

The candidate will have:

  • Proven results and demonstrated sustainable achievement in a competitive environment (Drive for achievement)
  • Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
  • Capacity to build relationships across entire organization and with our partner firms (Manage relationships)
  • Excellent written and verbal communication skills
  • Leverage our global resources


  • Education: Bachelor degree preferred
  • Experience: 2+ year’s financial services experience preferred and/or directly related sales leadership experience
  • Licenses: Minimum requirement Series 6, Series 7 and 63 preferred

Source: for more information click here.