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© All Rights Reserved. ApplyBlast.com
JPMC
The Platform Solutions Client Advisor supports RIA clients by providing growth solutions, including portfolio construction and automated tax-smart implementation capabilities. This role involves driving tax management business, promoting J.P. Morgan’s investment solutions, and navigating internal and external partnerships to unlock commercial growth. The position requires a consultative sales approach to build relationships and deliver high-quality client engagement across multiple channels.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
87% above the average for this role