• Job Description

  Req#: 210647553

  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 a Retirement Plan Internal Client Advisor within the Retirement Services Team, you will deliver comprehensive recordkeeping and retirement plan services to private sector defined contribution plans, focusing on small to mid-sized plans. Your role involves identifying investment placement opportunities for existing advisor-sold plans and supporting both advisors and Chase middle market banking clients in meeting their retirement needs. You will work with two recordkeeping platforms: Retirement Link, tailored for small to mid-market solutions, and Everyday 401K (EDK), designed for start-up and small plans. This rewarding position enables you to make a meaningful impact by connecting advisors and their clients to our acclaimed retirement plan resources and solutions, as we aim to enhance retirement outcomes for small businesses, their employees, and team member retirement plan participants.

  Job Responsibilities

  • Educate advisors on our record keeping solutions while gaining investment market share

  • Provide plan insight, industry & competitive perspective to inform client decisions

  • Coordinate with DC and retail field sales counterparts to promote platform solutions

  • Implement our sales process to uncover opportunities and advance sales

  • Support external sales team by ensuring content, capabilities, and tools are in sync

  • Manage 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

  • 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 )

• 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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