Asset Management - Internal Client Advisor - Retirement Plan Specialist - Associate

JPMorganChase • Chicago, IL

1d

About The Position

J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide. The division offers investment management across all major asset classes and provides retirement products and services, brokerage, and banking services to individual investors. As part of the Workplace Retirement team, this role is responsible for distributing JPMC’s small market 401(k) solution in partnership with Chase Business Bankers. The goal is to deliver tools and insights that help clients build stronger retirement plans for better participant outcomes.

Requirements

• 2+ years of financial sales experience
• Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
• Proven success with multi-tasking and staying on top of priorities
• Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
• Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
• Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
• Excellent written and verbal communication skills
• Ability to effectively leverage our resources
• Required to have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)

Nice To Haves

• Bachelor's degree preferred

Responsibilities

• Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.
• Engage with Bankers and their leaders to align activities with shared goals, promoting the benefits of JPMC 401(k) plan recordkeeping solutions and developing strategic prospecting plans.
• Prepare and deliver client presentations in partnership with Bankers from the initial to final stages.
• Offer guidance through the on-boarding process to ensure optimal client implementation and/or transition experience.
• Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities.
• Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.
• Partner with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.
• Assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed