JPMorgan Asset Management provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies - from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate, and hedge funds.
Global Funds Management oversees the delivery of J.P. Morgan Funds, ETFs, Separately Managed Accounts, Retirement Solutions, and the NY State Advisor-Guided 529 Plan to individual and institutional investors around the world with 175B in Defined Contribution assets under management. JPMorgan Chase & Co. is a strong retirement player aspiring to market leadership. Each day 10,000 Baby Boomers turn 65, meaning saving for and providing income in retirement is one of the firm’s top strategic priorities.
Job Summary
As an Internal Client Advisor Retirement Plan Specialist you will support both the advisor and Chase middle market banking clients to serve their retirement needs. This is a rewarding role that allows you to make a difference connecting advisors and their clients to our award-winning retirement plan resources and solutions as we strive to improve retirement outcomes for small businesses, their employees and individual retirement plan participants.This team provides bundled recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans while also finding investment placement opportunities for existing retirement advisor sold plans. We offer two record keeping platforms. Retirement Link is our small to mid-market solution and Everyday 401K (EDK) is our start-up and small plan solution.
Job Responsibilities
Educating advisors on our record keeping solutions while gaining investment market share Providing plan insight, industry & competitive perspective to inform client decisions Coordinating with DC and retail field sales counterparts to promote platform solutions Implementing our sales process to uncover opportunities and advance sales Supporting external sales team by ensuring content, capabilities, and tools are in sync Managing pipeline and implementation pre-work to ensure seamless support experience
Required qualifications, capabilities and skills
Proven track record of sales success developing and maintaining relationships Ability to multi-task and manage priorities across multiple territories Financial market and retirement industry understanding & aptitude Excellent written and verbal communication skills Ability to leverage multiple resources and systems to maximize productivity Desire to work in a high-performance environment and be adaptable to change Coachability and ability to incorporate feedback quickly and consistently Effectiveness in presenting complex ideas, resources, and solutions Proven track record of success in performance related to academics and work history Bachelor's degree Series 7; Series 63 needed (All Licensing is required within 90 days of hire)