Asset Management - Client Advisor - RIA Channel, Chicago
Aumni
J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. As a Client Advisor in the Institutional Advisor Channel, you will cover Northern Illinois, Northern Indiana, and Southern Wisconsin, serving Registered Investment Advisors, Private Banks, Trust Companies, and Multi‑Family Offices. You will lead an Integrated Client Team to deliver J.P. Morgan’s investment solutions—including ETFs, mutual funds, separately managed accounts, and alternatives—while communicating our market views and portfolio insights. Job Responsibilities Lead and expand relationships with institutional clients, focusing on Registered Investment Advisors, Private Banks, Trust Companies, and Multi‑Family Offices. Deliver consultative investment solutions, positioning ETFs, mutual funds, separately managed accounts, and alternative investments to increase assets under management. Communicate J.P. Morgan’s perspectives on markets, retirement, and portfolio construction through established programs and thought leadership. Build and maintain trust with clients, serving as the primary point of contact and advocate for their needs. Collaborate with the Integrated Client Team and internal partners to deliver seamless client service and drive strategic initiatives. Demonstrate a solutions‑oriented, consultative approach to client engagement. Organize and lead client meetings, presentations, and events within the territory. Manage time and resources efficiently, ensuring effective coverage and support for all clients. Uphold J.P. Morgan’s values of integrity, excellence, and partnership in all interactions. Travel regularly within the assigned territory to meet with clients and prospects. Required Qualifications, Capabilities and Skills Bachelor’s degree required. Series 7 & 63 securities licenses. Proven experience in client relationship management, preferably in an institutional or advisory setting. Strong communication, presentation, and interpersonal skills. Demonstrated ability to work collaboratively within a team structure. High level of professionalism, organization, and discipline. Willingness to travel weekly within the assigned territory. Consultative mindset with a focus on delivering client‑centric solutions. Commitment to J.P. Morgan’s values and a drive for excellence. Preferred Qualifications, Capabilities and Skills Experience in wholesaling (internal or external) is preferred. Innovation mindset and adaptability to change. Emotional intelligence and strong interpersonal skills. Additional Information This role requires regular travel within Northern Illinois, Northern Indiana, and Southern Wisconsin. Benefits and Compensation We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles 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. Equal Opportunity Employer 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. Join JP Morgan Asset Management as a Client Advisor—lead relationships, drive growth and make a real impact while advancing your career. #J-18808-Ljbffr Aumni
$177.65k - $261.25k
...it” and equip our managers with the training... ...model in either our Chicago or NYC office.... ...Registered Investment Advisor (RIA), Financial... ...Wealth Management channel across the United... ...This is a senior, client-facing sales role... ...broker-dealer, or asset manager with a derivatives...SuggestedFull timeWork at officeImmediate start$120k - $160k
...diversified, global asset and wealth management firm offering a wide... ...funds, and UCITS funds. Clients include major... ...well as the financial advisors and consultants who... ...Headquartered in the Chicago metropolitan area (with... ...Intermediary and RIA Channel Marketing Manager will...SuggestedFull timeTemporary workFlexible hours$150k - $180k
...the Middle Market/Private Debt team based out of our New York/Chicago/Toronto office. What We Offer: • A fast-paced, team-oriented... ...investors, private equity sponsors, private debt funds, CLO managers and credit hedge funds; • Perform data analysis of key...SuggestedWork at officeImmediate startShift work$70k - $73k
...break records across countries, channels and categories, we’re looking... ..., training and eventing. Manage customer queries, using sound... ...expenditures and other company owned asset forms. Accountable for... ...Location: Preferably based in the Chicago area Requirements About...SuggestedSeasonal work$95k - $105k
...mindset,” you'll join a team dedicated to innovating service to our clients. Our people-driven analysis thrives on collaboration across all... ...a Senior Analyst to join its Structured Credit group in our Chicago office.About the Team:A collaborative, team-oriented work...SuggestedWork at officeImmediate start$73.65k - $90.47k
...join its commercial mortgage backed securities (CMBS) group in Chicago as an Analyst. The position is responsible for rating and monitoring... ...of transaction types, including Multi-Borrower Conduit, Single-Asset/Single-Borrower and CRE CLO transactions. The individual will...Full timeTemporary workWork at officeFlexible hours$115k - $135k
...Securitizations and has staff in New York, Chicago and Toronto. The global insurance team... ...meetings with rated company’s senior management.You will present and discuss recommendations... ...to work with diverse teams and clients from around the world.We’ll Count on You...Shift work$140k - $175k
...Resources sector based out of our New York, Chicago, or Toronto office.Qualitative... ...opportunities to work with diverse teams and clients from around the world.We’ll Count on You... ...analysts in meetings with ENR industry management teams;Help senior analysts prepare presentations...Work at officeImmediate startShift work$150k - $180k
...team, the candidate will meet with senior management of entities and/or project sponsors, investment bankers and financial advisors, to produce these ratings and reports for general... ...legal requirements.For New York or Chicago roles only: Expected base pay rates for the...Immediate startShift work$115k - $135k
...Corporates is seeking an Associate Director for coverage in the REITs / Real Estate & Leisure sectors to join our team in our Toronto, Chicago or New York office What We Offer: A team-oriented work environment. An opportunity to lead a sector team at a global...Work at officeImmediate startShift work$390k
...We are looking to speak with senior-level asset management associates with six (6) plus years of experience advising clients on investment management and compliance matters... ...private investment funds.This is an awesome Chicago-based partnership-track opportunity to build...$115k - $135k
...Corporates is seeking an Associate Director for coverage in the REITs / Real Estate & Leisure sectors to join our team in Toronto, Chicago or New York office. What We Offer Team‑oriented work environment. Opportunity to lead a sector team at a global rating agency....Work at officeShift work- PGIM, the principal asset management business of Prudential Financial, seeks an Investment Analyst for its Chicago-based private credit team. You will support underwriting, due diligence, and execution across traditional private placements, direct lending, and mezzanine...
$250k - $420k
...opportunity for an M&A Associate to join the Corporate Practice of our Chicago office. We offer competitive compensation and an excellent... ...a proven willingness to accept significant responsibility and manage a challenging workload within a fast-paced environment. Strong...Full timeTemporary workWork at officeFlexible hours$260k - $420k
...join our growing corporate group in its Chicago office. The candidate must have experience... ....Case/Transaction Assistance and Management: Assist/Manage a variety of complex cases... ...demonstrating strong judgement.Internal/External Client Interaction: Build, maintain, and...Full timeWork at officeImmediate startRelocationRelocation package$175k - $225k
...curiosity and motivation to analyze varied financing structures and asset typesFlexibility and adaptability as priorities changeWhat Would... ...engagement with internal and external stakeholdersNew York and Chicago: Expected base pay rates for the role will be between $175,000...- ...Corporates - Credit Analyst, Director - Legal - Leveraged Finance - Chicago Requisition ID: 49816 Business Unit: Fitch Ratings Category:... ...and/or participate in meetings with Leverage Finance industry management teams Convey the value proposition of Fitch Leveraged Finance...
$92k - $115.82k
...American CMBS Credit Ratings, Senior Analyst – Chicago Morningstar DBRS is seeking a highly... ...and industry indicators and various asset class metrics. Review third-party reports... ...estate asset classes covered. Develop client-communication skills through interacting...Full timeTemporary workWork at officeLocal areaImmediate startFlexible hours$85k - $110k
...century of growth and enables our clients to make important credit... ...Fitch’s offices in New York, Chicago, San Francisco, Austin, Toronto... ...will meet with senior management of entities and/or project sponsors... ...bankers and financial advisors, to produce these ratings and...Temporary workWork at officeLocal areaImmediate start3 days per week$58.24k - $74.88k
Rewards Network Inc. is seeking a Due Diligence Analyst/Underwriter in Chicago to assess risk for our financial services products. You will perform detailed reviews of merchant data, analyze credit reports and financial statements, and determine creditworthiness to inform...Work at office- Rewards Network is seeking a Due Diligence Analyst/Underwriter in Chicago to assess risk for our financial services products. The role focuses on detailed reviews of merchant data and underwriting decisions in collaboration with nationwide sales and cross-functional teams...Contract workWork at office
$105k - $135k
...Analyst, Associate Director - Non-Bank Financial Institutions - Chicago Requisition ID: 49897 Business Unit: Fitch Ratings Category:... ...rating committee; Conduct onsite meetings with company management; Communicate rating rationale to external audiences (institutions...Temporary workWork at officeShift work2 days per week3 days per week$85k - $110k
...Infrastructure and Project Finance Group Location: Chicago, IL, US Business Unit: Fitch Ratings... ...senior team members to meet with senior management of entities and/or project sponsors, investment bankers, and financial advisors, to produce ratings and reports for...Temporary workWork at office3 days per week- As a Financial Advisor (FA), you’ll be at the center of a dynamic and growing wealth management practice. Acting as a trusted partner to Senior Financial Advisors and their clients, you will help deepen client relationships, support business development, and deliver exceptional...Local area
- PGIM is seeking an Investment Analyst for its Chicago-based private credit regional investment team. The role involves underwriting, due diligence, evaluation, and execution across traditional private placements, direct lending, and mezzanine capital. You will gain exposure...Work at office
$225k - $270k
...skills and a passion for client service. This... ...Wealth platform across RIA and RIA aggregator channels in the Central... ...sales group and senior management to drive sales and AUM... ...solutions across our real asset product suiteLead... ...MarketsLocation : Location: US-IL-ChicagoWork at officeLocal area$125k - $135k
...platform offering expertise in property management, investment management, development, and... ...platforms, Greystar has nearly $79 billion of assets under management, including over $34... ...to ****@*****.***: City Office Chicago, Chicago, ILType: Full timeFull timeWork at officeLocal areaImmediate start$83k - $112k
houlihancapital is seeking an Associate for its Investment Banking department in Chicago. The role involves managing M&A transactions, financial analysis, and mentoring Analysts, with a compensation range of $83,000-$112,000. The ideal candidate will have 2-4 years of investment...$70k
Commercial Credit Analyst – To $70K – Chicago, IL – Job # 2119 Who We Are... ...you. The Position Our bank client is seeking to fill a... ...with Loan Officers and Portfolio Managers to ensure that all pertinent financial... ...amongst various real estate asset classes including but not...Work at office$115k - $135k
...and Insurance‑Linked Securitizations and has staff in New York, Chicago and Toronto. The global insurance team consists of 70 staff... ...life insurance companies. Interact with life insurance company management. Prepare and present rating committee packages. Participate...Shift work
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