Asset Management - Internal Client Advisor - Associate

Aumni; Chicago (IL); On-site; USD 63,000 - 77,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

TwinThread is seeking an Asset Management - Internal Client Advisor - Associate to join their Chicago team. In this role, you will focus on driving 401(k) sales growth and managing client relationships in collaboration with Chase Business Bankers.

The ideal candidate will have at least 2 years of financial sales experience and a strong ability to communicate effectively. A Bachelor's degree is preferred. The position offers a competitive salary, comprehensive benefits, and opportunities for professional development.

Qualifications

• 2+ years of financial sales experience.
• Proven track record in selling Investment Management and/ or Retirement plans.
• Ability to learn and demonstrate industry and product knowledge.

Responsibilities

• Drive 401(k) pipeline and sales growth in partnership with Chase Bankers.
• Engage with bankers to align activities and optimize business results.
• Prepare and deliver client presentations to ensure optimal client implementation.

Skills

Financial sales experience

Investment Management knowledge

Relationship management

Excellent written and verbal communication

Education

Bachelor's degree preferred

Job description

Asset Management - Internal Client Advisor - Associate

Chicago, IL, United States

Job Information

• Job Identification 210645158
• Job Category Client Service
• Business Unit Asset & Wealth Management
• Posting Date 07/21/2025, 08:46 AM
• Locations 10 S Dearborn St, Chicago, IL, 60603, US
• Job Schedule Full time
• Base Pay/Salary Chicago,IL $70,000.00-$70,000.00

Job Description

Job Summary

As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible for distributing JPMC’s small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights to help clients build stronger retirement plans that lead to better outcomes for participants.

Job 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 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.
• Prepare and deliver 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.
• Manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.
• Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.
• Partners 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.

Required qualifications, capabilities and skills

• 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 have or be able to obtain within the first 120 days Series 7; Series 63 (or 66)

Preferred qualifications, capabilities and skills

• Bachelor's degree preferred

About Us

JPMorgan Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. We do not include external links in this description for accessibility reasons.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.