• Job Description

  Req#: 210468308

  JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

  Role Summary:

  The Workplace Retirement team is responsible for distribution of JPMC’s small market 401(k) solution in partnership with Chase Business Bankers. JPMC delivers various services and products to over 2.7mm small businesses. This individual will deliver a differentiated set of tools and insights that enable the individual to help their client’s build stronger retirement plans that lead to better outcomes for participants.

  Job Responsibilities

  • Responsible for driving 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.

  • Engages with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.

  • Prepares and delivers client presentations in partnership with Bankers from Initial thru Finals stage, and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.

  • Effectively manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.

  •Engages bankers with for effective client engagement from point-of-sale through the duration of the client relationship.

  • Partners with Internal Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.

  • May assist in maintaining client relationships, collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.

  Required qualifications, capabilities and skills:

  • 2 or more years financial sales experience, experience selling over the phone needed
  • 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

  Preferred qualifications, capabilities and skills:

  • Ability to drive sales results
  • Focus and desire to increase and retain the firm's assets
  • Drive to exceed activity and manage multiple territory priorities
  • Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan sales process
  • Ability to grow, develop and maintain working relationships with advisors
  • Proficiency in the use our customer relationship management (CRM) system
  • Effectiveness in presenting to financial advisors

  Education:

  • Bachelor's degree preferred

  Licensing:

  • Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

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