Talent.com
Fairygodboss
Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive DirectorFairygodboss • California, MO, United States
Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director

Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director

Fairygodboss • California, MO, United States
30+ days ago
Job type
  • Full-time
Job description

The Global Liquidity team is seeking a highly motivated sales professional to drive new client acquisition and asset flows into JPMorgan Asset Management (JPMAM) products across the Financial Institutions segment, with a particular focus on financial technology (fintech) companies. The role is responsible for proactively developing new business through direct outreach, while also leveraging JPMorganChase’s broader platform and partnerships (e.g., Investor Services, Investment Banking, Corporate & Commercial Banking, Treasury Services). Success will also require close collaboration with global Asset Management colleagues to cross-sell firm capabilities, build and manage an active pipeline, and support new product launches. Job Summary As a Client Advisor within JPMorgan Asset Management's Global Liquidity Financial Institutions sales team, you will be a self-starter who establishes credibility quickly and builds strong, durable relationships with prospects, clients, and internal referral partners. You will represent and position JPMAM investment, technology and services solutions to help clients meet their objectives, driving growth in assets under management and supporting revenue outcomes. You will have a high level of professionalism, sound judgment, and disciplined follow-through to consistently meet client expectations and expand both the depth and breadth of client engagement. Job Responsibilities Drive new asset flows and revenue growth Own the end-to-end sales process Build and execute a direct outreach strategy Develop and maintain an active sales pipeline and forecasts Lead commercial discussions and contract negotiations Ability to identify, position, and sell SaaS solutions Willingness to travel extensively as required to support client coverage and new business development Required Qualifications, Skills and Capabilities 10+ years of sales experience with a proven record of meeting or exceeding growth targets. Demonstrated success selling asset management products—particularly money market mutual funds and software as a service—to Financial Institutions, including FinTech's, banks, broker-dealers, insurance companies, and traditional and alternative asset managers. Strong consultative selling capability, with the ability to diagnose client needs and position appropriate solutions. Proven ability to self‑direct and deliver results in a fast‑paced, global team environment. Ability to identify, evaluate, and execute on new product and market opportunities. Excellent presentation and written/verbal communication skills. Required securities licenses: Series 7, Series 63, and Series 3. Preferred Qualifications, Skills and Capabilities Deep experience selling money market funds to Financial Institutions (e.g., FinTech's, banks, broker-dealers, insurance companies, asset managers). Strong industry presence and credibility with senior client decision makers. Established, meaningful industry network with demonstrated ability to originate new opportunities. Detailed understanding of the competitive landscape (key competitors, product positioning, and market dynamics). Compensation & Benefits We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible employees may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. EEO Statement JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. 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. #J-18808-Ljbffr

Create a job alert for this search

Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director • California, MO, United States

Similar jobs

Fractional CFO (Contract)

Dr. Schulze's American Botanical PharmacyCalifornia, MO, United States
Full-time

Fractional CFO (Chief Financial Officer) - Nutraceutical/Manufacturing Sector.Located in Marina del Rey, California, Dr.Schulze’s American Botanical Pharmacy is a leader in the natural health and w... Show more

 • Promoted

Executive VP & Corporate Counsel – Securities, M&A & Capital Markets

Palomar Holdings, Inc.California, MO, United States
Full-time

Executive Vice President, Associate General Counsel - Corporate in La Jolla, CA.This senior leader will manage public company governance, securities, capital markets, M&A, insurance law, and relate... Show more

 • Promoted

Director, Strategic Finance – Investor Relations

JobtailorCalifornia, MO, United States
Full-time

Own the end-to-end quarterly earnings process: press release, supplemental financial information, prepared remarks (CEO and CFO scripts).Partner with the CFO and senior leadership to develop the co... Show more

 • Promoted

Director, Direct Tax

PDS HealthCalifornia, MO, United States
Full-time

Director, Direct Tax reports directly to the VP of Tax.This position oversees and provides proactive leadership for the Direct Business tax function.The Director is responsible for managing, develo... Show more

 • Promoted

Remote Director of Exposure & Vulnerability Management

Palo Alto NetworksCalifornia, MO, United States
Full-time

Palo Alto Networks is seeking a Director of Product Management for Exposure Management to own the strategic vision, roadmap, and execution of CTEM capabilities.You will drive asset discovery, risk ... Show more

 • Promoted

Global Total Rewards Director: Strategy & Transformation

AlteryxCalifornia, MO, United States
Full-time

Alteryx is seeking a strategic Total Rewards leader to shape and execute a cohesive global compensation, benefits, and employee experience strategy.The role integrates AI, automation, and operation... Show more

 • Promoted

Direct Tax Director: Strategy & Compliance Leader

PDS HealthCalifornia, MO, United States
Full-time

PDS Health in the United States is seeking a Director, Direct Tax to lead the strategic and operational execution of the direct tax function.You will design and implement tax strategies, oversee pl... Show more

 • Promoted

Senior Director, Product Management - FinTech

ServiceTitan, Inc.California, MO, United States
Full-time

Senior Director of Product Management, Fintech.Are you ready to shape the future of financial technology for the trades? As Senior Director of Product Management, Fintech, you’ll lead strategy, exe... Show more

 • Promoted

Senior Corporate & Securities Director (Remote)

DocuSignCalifornia, MO, United States
Full-time

DocuSign is seeking a Director - Corporate Legal to serve as a senior attorney in the corporate and securities function, advising business and leadership and guiding complex transactions.You will w... Show more

 • Promoted

Private Investment Funds/Fund Formation Managing Associate

Orrick, Herrington & Sutcliffe LLPCalifornia, MO, United States
Full-time

We are seeking a mid-level associate with 4 to 6 years of law firm experience to join our.This is a partnership-track position offering significant client responsibility, mentorship from experience... Show more

 • Promoted

Independent M&A Partner

ONEtoONE Corporate FinanceCalifornia, MO, United States
Full-time

Los Angeles combines media, consumer, and a deeply diversified economy — and sits as a natural gateway into Pacific Rim dealflow.ONEtoONE is a global platform of 120+ independent M&A advisors in 55... Show more

 • Promoted

Director, Property Tax & Client Strategy

CO-US DuCharme, McMillen & Associates IncCalifornia, MO, United States
Full-time

DuCharme, McMillen & Associates Inc (DMA) is seeking a Director to lead property tax services for our clients, managing processes and personnel to maximize tax savings and deliver local tax consult... Show more

 • Promoted

VP, Advisory Consulting - Wealth Management Growth

OsaicCalifornia, MO, United States
Full-time

Osaic seeks a Vice President, Advisory Consulting to lead field-based regional sales and advisory consulting efforts.You will promote Wealth Management Platform adoption, grow advisory assets, and ... Show more

 • Promoted

Interim CFO — Healthcare Finance Leader, Ambulatory Growth

Avoca SearchCalifornia, MO, United States
Temporary

Avoca Search is conducting a search for an Interim Chief Financial Officer for a physician-led healthcare organization entering a critical phase of ambulatory growth, financial optimization, and st... Show more

 • Promoted

Sr. Director, Financial Systems

E2E Alignment Healthcare USA, LLCCalifornia, MO, United States
Full-time

Senior Director, Enterprise Financial Systems (Remote).The executive technology owner responsible for leading the implementation and long‑term operational excellence of Alignment Health’s Oracle Cl... Show more

 • Promoted

Head of Partnerships & Ecosystem Growth

GC AICalifornia, MO, United States
Full-time

GC AI is seeking a Director of Partnerships to build and lead the partner engine, turning strategic relationships into revenue growth.This role offers the autonomy to define and execute partnership... Show more

 • Promoted

CFO, ESOP-Driven Growth & Compliance Leader

Arete AssociatesCalifornia, MO, United States
Full-time

Arete Associates in California is seeking a Chief Financial Officer (CFO) to lead all financial functions for a growing organization.This role requires deep experience in government contracting and... Show more

 • Promoted

VP of Finance, CPA — Strategic FP&A Leader in Fashion

Beacon HillCalifornia, MO, United States
Full-time

Beacon Hill is seeking a Vice President of Finance who will oversee all financial operations and serve as a strategic partner to the CFO.This role demands a candidate with strong technical expertis... Show more

 • Promoted

M&A Tax Senior Manager — Lead Deals & Client Strategy

Baker Tilly USCalifornia, MO, United States
Full-time

Baker Tilly US is seeking a seasoned professional for its Mergers and Acquisitions practice.This role involves working with clients, including c-suite executives, to perform financial due diligence... Show more

 • Promoted

General Liability Partner — Equity Track, Top Firm Culture

KAHANA & FELD LLPCalifornia, MO, United States
Full-time

KAHANA & FELD LLP is seeking a General Liability Partner to join their California team.This role offers an equity partnership, allowing you to work in a supportive culture without needing a book of... Show more