Asset Management - 529 Plan Relationship Manager & Investment Specialist , Vice President

Testing Site - JPMC; New York (NY); Vor Ort; USD 120.000 - 180.000; Vollzeit

Zusammenfassung

J.P. Morgan Asset Management is seeking a 529 Relationship Manager and Investment Specialist to lead the national sales strategy for education savings.

You will work with the Education Savings team to position our thought leadership platform to advisors and end-clients nationwide and manage relationships with state partners and Plan recordkeepers. In this role, you will collaborate with Sales, Marketing, Investments, and Legal teams to deliver 529 plan solutions, develop quarterly board

Qualifikationen

• Bachelor’s degree in Finance or related field.
• 10+ years in asset management sales with a proven track record.
• Knowledge of 529 structures and regulations.
• Ability to lead institutional relationships across investments, client service, marketing and operations.
• Strong presentation, writing, and analytical skills.

Aufgaben

• Develop targeted sales strategy for delivering results against defined sales, activity and performance metrics and benchmarks.
• Work with education savings team and JP Morgan Asset Management salesforce to broaden reach of 529 plan solutions.
• Build cross-functional relationships with Sales, Marketing, Investments, Product, Legal and Operations to drive revenue.
• Strategize with broker-dealer firms on 529 plan goals and initiatives.
• Manage day-to-day relationships with State partners and Plan recordkeeper; develop board presentations and investment reviews.
• Oversee product updates with State partners; manage internal/external stakeholders’ workflow and reporting.
• Support content development to position Education Savings Team as thought leader; assist with training and servicing support.
• Collaborate with marketing on growth strategy, target audiences, and budgeting; apply data to target sales.

Kenntnisse

Asset management sales

Relationship management

Strategic sales planning

Public speaking

Excellent written communication

Cross-functional collaboration

Negotiation

Microsoft Office

Series 7 & 63 licenses

Ausbildung

Bachelor's Degree in Finance or similar

Tools

Microsoft Office Suite

Jobbeschreibung

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client serviceteams, marketing support, andproduct specialists, are dedicated to the support of our clients and leveragethe capabilities of our global firmto deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.

As a 529 Relationship Manager and Investment Specialist within J.P. Morgan Asset Management's Global Strategic Relationship team, you will work with our Education Savings team to develop a successful national sales strategy and deliver results against defined sales, activity and performance metrics. You will become an expert in education savings, representing our award-winning thought leadership platform to advisors and end-clients nationwide. You will also manage our relationship with our state client, overseeing all aspects including distribution, investments, marketing, and legal matters.

Job Responsibilities

• Develop targeted sales strategy for delivering results against defined sales, activity and performance metrics and benchmarks
• Work as part of collaborative team of education savings expect and partner with J.P. Morgan Asset Management's salesforce to help broaden reach of 529 plan solutions
• Build effective cross-functional relationships with Sales, Marketing, Investments, Product, Legal and Operations to drive revenue and client success
• Strategize with key broker-dealer firms on 529 plan goals and initiatives
• Manage day-to-day relationships with existing State partners and Plan recordkeeper; work in conjunction with investment and marketing teams to develop quarterly board presentations, annual due diligence and investment reviews and manage proposals for 529 plan solution enhancements
• Manage 529 product/portfolio/fund updates with the State partner; oversee product workflow and execution across internal + external stakeholders; update and maintain all internal sales and business reporting through SEP and other reporting sources
• Serve as part of team responsible for content development to position the Education Savings Team as industry thought leader; be subject matter expert to internal and external partners; support new hire training, sales desk and servicing support
• Collaborate and guide marketing team on sales growth strategy and execution, target audiences, metrics/tracking, budget allocations; integrate and review product-specific updates across all client content and utilize industry and internal data to identify sales targets/trends
• Support Head of Education Savings 529 Program Director in all aspects of sales, marketing, relationship management and business management; including project management of new product launches, disclosure updates and other 529 plan solution enhancements.

Required qualifications, capabilities and skills

• Bachelor's Degree in Finance or similar
• 10+ years of asset management industry sales experience with proven sales success including strategy, execution and track record
• Knowledge of 529 structures, rules and regulations
• Demonstrated success and track record of developing and executing sales strategies that drive consistent results
• Ability to lead institutional relationships and support 529 business across investments, client service, marketing and operations
• Ability to negotiate with distribution partner firms, state partners and recordkeeper
• Strong presentation and public speaking skills
• Strong writing and analytical skills
• Proficiency in Microsoft Office Suite
• Series 7 and 63 licensed