AM, UK Funds Business Development Manager, VP

  • J.P. Morgan
  • London, UK
  • 17 Apr, 2018
Experienced Hires Advisory Asset Management Sales & Marketing

Job Description

National & Networks Sales Manager & Presenter

Extensive Travel Across The UK Required

Team Overview

The business development team have responsibility for managing JPMAM’s strategic relationships with those National Companies that operate a centralised Funds Paneling process. The aim of the team is to grow JPMAM’s market share with these leading Firms in the UK, by establishing strong strategic head office partnerships and maximizing JPM product on central buy lists. The team is responsible for presenting JPM’s insights and funds at National & Network events as well as generating leads and taking these leads through the sales cycle.

Role Overview

This individual has overall responsibility for presenting our views and insights at the National & Network Seminars as agreed in conjunction with the Head of Business Development. The role requires the individual to forge strong head office relationships with the leading National and Network Firms (N&Ns). The role will support the Head Of Business Development to ensure that JPMAM has an integral fund presence on N&Ns central fund buy lists and secures partnership programmes that will facilitate access to regional sales distribution. The individual may also have sole accountability for certain clients. He or she is required to work in close partnership with the respective Channel Head of JPMAM’s Funds field sales and marketing teams to deliver the agreed sales targets and ensure a coordinated head office/local branch sales relationship. This individual will also be responsible for developing strong internal relationships with Product Strategy and the Investment Desks and will also develop their own client list from leads identified at events.

Key Objectives of the Role

  • Create and deliver presentations to mid and large group audiences communicating the views of JPMAM in a compelling and creative way
  • Responsible for supporting the BDM in managing JPMAM’s Head Office and Fund panel relationships with the leading N&Ns.
  • Maximize sales opportunity by nurturing relationships with the agreed key N&Ns, ensuring JPM Funds are on fund Panel buy lists.
  • Adoption of disciplined sales management practices, including full utilization of sales management tools for effective tracking and communication of client activity and pipeline
  • Aim to maximize internal resource capability by establishing relationships with key internal partners including Product Strategy, Market Insights, Product Development, the Investment Desks and the Institutional Business.
  • Identify clients with potential at events and develop own sales pipeline


  • Strong presentation skills with the ability to make complex messages simples and tailor approach to different audiences
  • Ability to play both advisory and sales role with some experience of managing centralized investment funds paneling processes preferable
  • Strong sales experience preferable
  • Strategic planning skills, with particular experience of managing key client sales partnerships.
  • Strong understanding of the regulatory environment and the ability to promote a strong control environment.
  • Good technical investment knowledge, (CFA qualification preferable but not a prerequisite.)

This role encompasses the performance of UK regulated activity. The successful candidate will therefore be subject to meeting UK regulatory requirements in the assessment of fitness, propriety, knowledge and competence (as assessed by the Firm) and (where appropriate) approval by the UK Financial Conduct Authority and/or the Prudential Regulation Authority to carry out such activities.

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.6 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Asset Management 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.

JPMorgan Chase & Co. offers an exceptional benefits program and a highly competitive compensation package. JPMorgan Chase & Co. is an Equal Opportunity Employer.