Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Chase

Client Advisor

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.

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 productsparticularly money market mutual funds and software as a serviceto 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).
Chase
Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director in Los Angeles, CA vacancy
  •  ...experience to clients within J.P. Morgan...  ...and managing their wealth....  ...investments, financial planning, credit...  ...supported by an institutional platform that...  ...and acquire new assets, both from existing...  ...bring to our global workforce are...  ...individuals, advisors and institutions... 
    Asset
    Temporary work
    Work experience placement
    Local area

    Chase

    Los Angeles, CA
    3 days ago
  •  ...Payment Sales Manager (PSM) within...  ...from clients within a specific...  ...expected to execute a comprehensive...  ...with global partners....  ...Association for Financial Professionals...  ...oldest financial institutions, offers...  ...processing and asset management....  ...and extends liquidity in markets around... 
    Asset
    Work at office

    J.P. Morgan

    Los Angeles, CA
    10 days ago
  •  ...Relationship Executive If you...  ...provide strategic financial advice to...  ...point of client acquisition...  ...ability to manage, prioritize,...  ...oldest financial institutions, offers...  ...processing and asset management....  ...bring to our global workforce are...  ...and extends liquidity in markets around... 
    Asset
    Local area
    Flexible hours

    JPMorgan Chase

    Los Angeles, CA
    3 days ago
  •  ...first-class experience to clients within J.P. Morgan’s U...  ..., preserving and managing their wealth. You will...  ...knowledge of investments, financial planning, credit and...  ...and supported by an institutional platform that has the...  ...results and acquire new assets, both from existing client... 
    Asset
    Temporary work
    Work experience placement
    Local area

    Aumni

    Los Angeles, CA
    5 days ago
  •  ...and providing financial advice to your clients. A role as an Industry Executive in...  ...includes direct management of 7 to 10 Bankers...  ...oldest financial institutions, offers...  ...processing and asset management....  ...bring to our global workforce are...  ...and extends liquidity in markets around... 
    Asset
    Full time
    Flexible hours

    JPMorgan Chase & Co.

    Los Angeles, CA
    5 days ago
  • $150k - $185k

     ...a leader among global investment managers specializing in...  ...200 billion in assets under management...  ..., payments execution, liquidity and risk management...  ..., or related financial services roles...  ...investments, or institutional liquidity portfolios...  ..., employees, clients, and... 
    Asset
    Full time
    Contract work
    Temporary work
    For contractors
    Bank staff
    Local area
    Worldwide
    Flexible hours

    Oaktree Capital Management, L.P.

    Los Angeles, CA
    2 days ago
  •  ...among corporate clients and prospects in...  ...bankers, treasury management officers and other...  ...across a portfolio of Global Corporate Banking...  ...exchange ~ Executive presence and...  ...one of the oldest financial institutions, offers innovative...  ...transaction processing and asset management. We... 
    Asset

    J.P. Morgan

    Los Angeles, CA
    5 hours ago
  •  ...Executive Director, Global Medical Affairs Disease Area Lead, Solid Tumors About the Company Rapid...  ...with key opinion leaders and institutions globally. The role requires an advanced...  ...collaborative spirit, are essential. Hiring Manager Title Vice President, Global... 
    Flexible hours

    Confidential

    Los Angeles, CA
    4 days ago
  •  ...Renowned B2B financial technology (FinTech...  ...streamlining digital asset management services...  ...nft custody liquidity and regulation...  ...-most fiduciary executive, responsible for...  ...regulated financial institution, with a deep...  ...a bank Board of Directors. The ideal candidate... 
    Asset

    Confidential

    Los Angeles, CA
    3 days ago
  •  ...growing investment management platform....  ...day oversight and execution of fund operations...  ...responsible for managing global fund structures,...  ...is leading liquidity management activities...  ...packages, GAAP financial statements, and working...  ...equity, real assets, and partnership... 
    Asset

    Confidential

    Los Angeles, CA
    4 days ago
  •  ...Credit Advisor - Global Wealth & Investment Management Los Angeles, California To proceed...  ...common purpose to help make financial lives better through the...  ...and delivering for our clients, teammates, communities...  ...• Maintains asset quality within the defined... 
    Asset
    Work at office
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    4 days ago
  •  ...and providing financial solutions to your clients? You have found...  ...As a Treasury Management Officer in Commercial...  ...to develop and execute a localized...  ...oldest financial institutions, offers...  ...processing and asset management....  ...they bring to our global workforce are directly... 
    Asset

    J.P. Morgan

    Los Angeles, CA
    14 days ago
  •  ...Vice President of Global Support About the Company Top provider...  ...of cloud-based image & video management services Industry...  ...composable architecture digital asset management and performance...  ...expected to have exceptional executive communication skills,... 
    Asset
    Worldwide

    Confidential

    Los Angeles, CA
    3 days ago
  • $66.64k - $70.3k

     ...Financial Advisor Are you looking to advance...  ...shape your clients' financial futures...  ...• Develop and execute a marketing...  ...developers, Risk managers, Sales and...  ...5 trillion in assets under management...  ...business and institutional clients. We are...  ...and advice, a global asset manager... 
    Asset
    Full time
    Part time
    Work experience placement
    Local area

    Ameriprise Financial

    Los Angeles, CA
    3 days ago
  •  ...Vice President Underwriter, Financial Institutions Professional Lines (FI) About the Company...  ...contributor role is pivotal in the technical execution and market engagement of the FI...  ...high-complexity risks such as banks, asset managers, hedge funds, and private equity firms... 
    Asset

    Confidential

    Los Angeles, CA
    3 days ago
  • $150k - $165k

     ...class experience to clients within J.P....  ..., preserving and managing their wealth. You...  ...of investments, financial planning, credit...  ...supported by an institutional platform that has...  ...and acquire new assets, both from existing...  ...they bring to our global workforce are directly... 
    Asset
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase Bank, N.A.

    Los Angeles, CA
    1 day ago
  •  ...corporates and financial institution clients and working across...  ...move marketing/execution process forward...  ...Identifying and managing all risks in a given...  ...processing and asset management....  ...they bring to our global workforce are directly...  ...and extends liquidity in markets... 
    Asset
    Work experience placement

    JPMorgan Chase

    Los Angeles, CA
    4 days ago
  •  ...within a leading financial institution. Job...  ...financial institution clients and working...  ...marketing/execution processes forward...  ...Identifying and managing all risks in a...  ...and asset management....  ...bring to our global workforce are...  ...risk and extends liquidity in markets around... 
    Asset
    Work experience placement

    Chase

    Los Angeles, CA
    4 days ago
  • $126.4k - $267.5k

     ...Credit Advisor (CA) At Bank of America, we...  ...purpose to help make financial lives better through...  ...delivering for our clients, teammates,...  ...profitable manner, managing a portfolio of existing...  ...experience Maintains asset quality within the defined Global Wealth and... 
    Asset
    Work at office
    Shift work
    Day shift

    Bank of America

    Los Angeles, CA
    4 days ago
  •  ...Payments Sales Group Manager Are you...  ...create an exceptional client experiencewhile...  ...Responsibilities Execute the regional...  ...one of the oldest financial institutions, offers innovative...  ...transaction processing and asset management. We...  ...bring to our global workforce are... 
    Asset

    Chase

    Los Angeles, CA
    3 days ago
  • $80k - $95k

     ...Wealth Advisor Wealth Advisor Supported...  ...partners with clients to identify their financial goals, analyze their...  ...and Duties Manages time and...  ...regulatory issues, liquidity needs and tax implications...  ...by world-class asset management. But...  ...of TIAA Global Capabilities, click... 
    Asset
    Work experience placement
    Work at office

    TIAA

    Pasadena, CA
    5 days ago
  • $145k - $215k

     ...J.P. Morgan Asset Management is a leading global alternatives manager...  ..., liquid alternatives, and...  ...achieve specific client outcomes and provide...  ...ll support the financial reporting of one...  ...and transaction execution for REA funds and...  ...financial institutions, offers innovative... 
    Asset

    JPMorgan Chase Bank, N.A.

    Los Angeles, CA
    2 days ago
  • $275.93k - $362.18k

     ...firm, providing clients with a genuine...  ...-to-coast and global advantage in...  ...world’s leading financial centers - New...  ...community and institutional needs for our...  ...strategy, cultivate executive-level client...  ...as a trusted advisor to state and...  ...and long-term asset management. • Collaborate... 
    Asset
    Full time
    Local area
    Worldwide
    Night shift

    Baker Tilly

    Los Angeles, CA
    4 days ago
  •  ...relationships and providing financial advice to your clients. A role as a...  ...Manage, retain and deepen...  ...oldest financial institutions, offers innovative...  ...processing and asset management. We...  ...they bring to our global workforce are directly...  ...and extends liquidity in markets... 
    Asset
    Local area
    Flexible hours

    JPMorgan Chase

    Los Angeles, CA
    2 days ago
  •  ...Financial Advisor Services Analyst Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals...  ...establishing and managing client relationships...  ...spanning all asset classes....  ...they bring to our global workforce are directly... 
    Asset

    Chase

    Los Angeles, CA
    3 days ago
  •  ...Profit Organization Management Type Non...  ...in the areas of financial oversight, risk assessment...  ...have a senior executive background in...  ...understanding of global funding mechanisms...  ...is considered an asset. The role is remote...  ...~ Board of Directors (non-operating)... 
    Asset
    Remote work

    Confidential

    Los Angeles, CA
    3 days ago
  • $115k - $140k

     ...Senior Financial Planner Although...  ...asset and wealth management firm with...  ...families, and institutions. KAR is an...  ...visible, client-facing role...  ...business owners, executives, and...  ...with the Director of Financial...  ...Wealth Advisors to design...  ...concentrated stock, liquidity events,... 
    Asset
    Permanent employment
    Work at office
    Visa sponsorship
    Free visa
    Flexible hours

    Kayne Anderson Capital Advisors

    Los Angeles, CA
    3 days ago
  • $250k - $275k

     ...to a range of clients across the Technology...  ...colleagues globally on...  ...Responsibilities Execute live deals which...  ...Perform detailed financial analysis and...  ...with external advisors, including...  ...leading academic institution Experience...  ...and team management skills Expected... 
    Work experience placement
    Work at office

    Rothschild & Co

    Los Angeles, CA
    2 days ago
  •  ...Senior Wealth Advisor About the Company...  ...Respected wealth management firm Industry Financial Services Type...  ...responsible for providing clients with direct access...  ...expanding the company's assets under management (...  ...offices and a global limited partner base... 
    Asset

    Confidential

    Los Angeles, CA
    5 days ago
  • $221.41k - $280.07k

     ...succeed in a globally connected powerhouse...  ...Sales Executive, Associate Director, Adobe – Industrial...  ...a deeply client‑centric...  ...and digital asset optimization...  ...style—trusted advisor, not transactional...  ...or alliance manager ~ Direct experience...  ...physical, financial, and... 
    Asset
    Summer holiday
    Flexible hours

    EY

    Los Angeles, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Asset Management Global Liquidity Client Advisor (Financial Institutions) - Executive Director. Be the first to apply!