Broker Dealer Internal Wholesaler

JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. Under the JPMorgan, Chase and Bank One brands, the firm serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients.




Business Overview:

JPMorgan Asset Management provides Investment solutions to Institutional, Retail, Ultra High Net Worth and High Net Worth clients. Our business is built around providing clients with investment solutions that meet their needs in an increasingly complex world. We have expertise across all major asset classes and regions. We provide world class services to our clients from a global platform. Our worldwide Assets Under Management ("AUM") as of 6/30/06 exceeded $898bn.



If you're interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, then explore the opportunities at JPMorgan Chase. Further information about careers at JPMorgan Chase can be found on our website: www.jpmorganchase.com.

Role Description:

The primary role of the internal wholesaling team is to prospect, close business, and promote JP Morgan mutual funds to financial advisors and the brokerage community. You will be a member of the internal sales team, working to achieve the goal of the internal sales team. The position requires accountability to an external salesperson covering the corresponding region from the road. You will also be responsible for sales by prospecting via conference attendance, cold calling, direct mail campaigns, etc. As an internal wholesaler you will 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. In addition, you will provide sales support to the external wholesaler in the region through client call backs, written follow up and lead generation. REQUIREMENTS
2-4 years experience in the financial services industry; wholesaling experience is preferred. Experience on the client side of the mutual fund industry (i.e., marketing, client service, etc.) preferred Possess an understanding of the industry; possess fundamental understanding of JPM Mutual Funds Strong Communication skills required Adaptability and flexibility required Ability to discuss the various products in a manner understood by clients Problem Solve - Ability to serve as a consultant to external clients through assessment of client needs and recommendation of viable solutions - JPM Mutual Funds Initiative - Desire to interface with external clients on a daily basis, exhibit initiative to proactively call on prospects to engage in conversation about JPMorgan in an effort to develop an ongoing list of 'quality' leads Project Management - Ability to work independently and as part of a team on various projects such as direct mail campaigns, marketing books, and client events, etc. Presentation Skills - Ability to effectively deliver presentations face-to-face and via the telephone to clients Possess intermediate proficiency levels in consulting and advising clients, managing relationships, obtaining and processing information required to provide services, and providing sales support required Bachelor's Degree required Must have Series 7 and 63, or 66 licenses


JPMorgan Chase offers an exceptional benefits package and highly competitive compensation package.
JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V