JPMorgan Chase-posted 3 months ago
Full-time • Entry Level
Columbus, OH
Credit Intermediation and Related Activities

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors across major markets worldwide. As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you will play a crucial role in addressing the retirement needs of our clients. Your responsibilities will include connecting advisors and their clients to our award-winning retirement plan resources and solutions, with the ultimate goal of improving retirement outcomes for small businesses, their employees, and team member retirement plan participants. You will be part of a team that provides comprehensive recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans, while also identifying investment placement opportunities for existing retirement advisor sold plans. Our team offers two record keeping platforms: Retirement Link, our solution for small to mid-market businesses, and Everyday 401K (EDK), our solution for start-ups and small plans.

  • 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
  • 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
  • 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)
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