Structured Investments Salesperson - Associate

JPMorgan Chase · New York City

Be the voice that brings Quantitative Investment Strategies (QIS) to life for financial advisors and institutional clients. You’ll help translate markets and structuring into clear, actionable solutions that drive real client outcomes.

Job summary

As an Associate in Sales (Structured Investments), you will serve as a highly client-facing sales resource responsible for building and sustaining an active engagement cadence with broker-dealers, banks, RIAs, insurance clients, and ETF issuers, with frequent day-to-day interaction with financial advisors. In close partnership with third-party wholesaling partners, you will educate, position, and drive adoption of QIS solutions delivered through multiple product wrappers. You will coordinate with internal partners, including Trading and Structuring, to provide QIS updates, product positioning support, implementation support, and timely content in service of client outcomes. You will also develop a practical understanding of structured note construction by engaging directly with pricing models and modeling frameworks to construct and iterate indicative structures (terms, payoffs, scenarios, and tradeoffs) for client discussions.

Job responsibilities

Maintain an active coverage and engagement cadence with financial advisors and institutional partners across broker-dealers, banks, RIAs, insurance clients, and ETF issuers.
Partner with third-party wholesaling partners to plan outreach, prepare for meetings, deliver training sessions, and execute follow-ups that progress opportunities from education through adoption.
Drive consultative sales conversations by translating QIS and structured investment characteristics into clear, client-relevant messaging tailored to audience and market context.
Coordinate closely with Trading and Structuring to deliver timely QIS/product updates, respond to client questions, and support implementation and ongoing client experience.
Support the construction and positioning of QIS-linked structured investments via indicative pricing, structure design, term iteration, and scenario analysis.
Engage directly with pricing models and modeling frameworks to build and evaluate indicative terms, payoff profiles, scenarios, and wrapper-driven tradeoffs for client discussions.
Maintain pipeline discipline and execution rigor, including tracking next steps, coordinating readiness/approvals, and gathering feedback to improve content and positioning.

Required qualifications, capabilities, and skills

FINRA Series 7 and Series 63 are required; candidates must already hold them or obtain them if not currently licensed.
Demonstrated ability to build relationships and engage credibly with financial advisors and institutional partners through frequent meetings, training, and follow-up.
Strong consultative communication skills with the ability to educate, influence, and tailor messaging to different audiences.
Foundational derivatives knowledge, or demonstrated aptitude, relevant to structured products, including comfort with option-based payoff mechanics and client-relevant tradeoffs.
Practical ability, or strong aptitude, to work directly with pricing models/modeling frameworks to construct and iterate indicative structures and scenarios.
Strong organizational skills and attention to detail, with disciplined follow-through in a high-urgency environment.
Willingness and ability to travel frequently for client and advisor engagement.

Preferred qualifications, capabilities, and skills

Prior experience distributing QIS, systematic strategies, or structured investments to advisor and institutional channels.
Experience delivering advisor education, including teach-ins, product deep-dives, and training programs, and producing advisor-facing materials.
Familiarity with multiple delivery “wrappers” (e.g., structured notes, ETFs, insurance-linked solutions) and how wrapper constraints affect design and positioning.
Demonstrated ability to partner effectively across Trading/Structuring and broader stakeholders to deliver implementation-ready outcomes.

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. Additional details about total compensation and benefits will be provided during the hiring process.

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. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Client-facing QIS sales role partnering with external sales partners to drive adoption across structured investment wrappers.

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