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Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

Asset Management - Sales Desk Manager - Vice President

at J.P. Morgan

ExperiencedNo visa sponsorship

Posted 17 days ago

No clicks

The Sales Desk Manager will lead and develop a team of Internal Client Advisors (ICAs) focused on bank-owned brokerage advisors, driving sales performance and client engagement. The role involves coaching, hiring and mentoring ICAs, partnering with Portfolio Managers and other specialists, and executing strategic initiatives with sales management. Based in Toronto, the manager will also act as a liaison to national sales, marketing, product strategy and business intelligence to optimize the business model and promote adoption of technology tools.

Compensation
Not specified

Currency: Not specified

City
Toronto, Vancouver
Country
Canada

Full Job Description

Location: Toronto, ON, Canada

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
Great opportunity to join our growing sales team in Toronto!

Job Details

J.P. Morgan logo
Bulge Bracket Investment Banks

17 days ago

clicks

Asset Management - Sales Desk Manager - Vice President

at J.P. Morgan

ExperiencedNo visa sponsorship

Not specified

Currency not set

City: Toronto, Vancouver

Country: Canada

The Sales Desk Manager will lead and develop a team of Internal Client Advisors (ICAs) focused on bank-owned brokerage advisors, driving sales performance and client engagement. The role involves coaching, hiring and mentoring ICAs, partnering with Portfolio Managers and other specialists, and executing strategic initiatives with sales management. Based in Toronto, the manager will also act as a liaison to national sales, marketing, product strategy and business intelligence to optimize the business model and promote adoption of technology tools.

Full Job Description

Location: Toronto, ON, Canada

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
Great opportunity to join our growing sales team in Toronto!