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Asset & Wealth Management, AM-Institutional Client Account Manager , Vice President

Req #: 170092405
Location: New York, NY, US
Job Category: Asset Management
Potential Referral Amount: 0 US Dollar (USD)
Asset and Wealth Management:
J.P. Morgan is a global leader in asset and wealth management services. The Asset & Wealth Management line of business serves institutional, ultra high net worth, high net worth and individual clients through its Asset Management and Wealth Management businesses. With client assets of $2.5 trillion and assets under management of $1.8 trillion, we are one of the largest asset and wealth managers in the world. (Assets as of March 31, 2017)

Position Overview

J.P. Morgan Asset Management (JPMAM) is a leading investment manager of choice for institutions, financial intermediaries and individual investors worldwide.  With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.


JPMAM’s Institutional North America business, including Global Insurance Solutions U.S., provides strategic guidance and manages assets for institutional investors, including corporate and public pension plans, corporate and public defined contribution plans, endowments and foundations, and healthcare systems. With over 50 sales and service professionals located throughout the U.S. and Canada, clients receive global investment expertise and disciplined processes that deliver solutions and strategies across the firm. We engage in proactive client partnerships, taking time to understand each client’s current needs, anticipating future opportunities and developing innovative, customized solutions.


The Client Account Manager (“CAM”) is responsible for delivering exceptional client service to strategically important Institutional clients of J.P. Morgan Asset Management.  As the point of contact for daily servicing needs, CAMs develop an understanding of the unique requirements of clients across all asset classes and champion those requirements within the context of the larger firm. Client Account Managers partner with colleagues in Institutional Sales and Client Portfolio Management to form a dedicated service team for each client. 



  • Provide clients with best in class client service and act as a voice of the client into the business:

    • Proactively manage and develop strong relationships with an assigned group of clients for all non-investment related activity

    • Provide end to end coordination of the onboarding process, including negotiation of legal contracts, account set-up, communication with client, and communication with JPMIM internal stakeholders. 

    • Respond to inquiries and requests from clients, consultants and third party administrators

    • Communicate client impacting regulatory and business change to clients and internal stakeholders

    • Attend client meetings, portfolio reviews, due diligence reviews and finals presentations as required

    • Coordinate client cash flows  

    • Communicate significant client issues internally and escalate as appropriate

    • Educate clients on  internal firm policies such as directed brokerage, proxy voting and securities lending

  • Develop and maintain relationships with Client Service team partners:

    • Relationship Managers and Client Advisors for any matters impacting the client relationship

    • Client Portfolio Managers to develop a deeper understanding of J.P. Morgan Asset Management product offerings

  • Partner with Regulatory, Technology, and global Client Service teams on projects and business improvement initiatives


  • 5+ years’ experience at an asset management firm; background in client service and/or institutional client base preferred

  • Ability to develop strong client and internal relationships and an in-depth understanding of client servicing needs

  • Knowledge of investments including multi asset solutions, alternatives, fixed income, equity, real estate and private equity product offerings

  • Excellent written and verbal communication skills

  • Strong risk and control mindset; detail oriented

  • Exceptional organizational skills; ability to multi-task and to manage complex assignments

  • Ability to understand business drivers in order to influence multiple stakeholders to deliver client solutions

  • Ability to adapt in a constantly changing environment

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