Asset Management - Internal Client Advisor - Retirement Plan Specialist - Associate
About The Position
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.
Requirements
- 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)
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
Benefits
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
