Asset Management - Internal Client Advisor - Associate

Aumni; Columbus (OH); On-site; USD 58,500 - 71,500; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is seeking an Asset Management - Internal Client Advisor in Columbus, OH. This full-time role involves driving growth in the 401(k) pipeline and collaborating with advisors to optimize business results. Ideal candidates will have at least 2 years of financial sales experience and a proven track record in Investment Management or Retirement plans. A Bachelor's degree and Series 7 and Series 63 (or 66) within 90 days are mandatory. Competitive salary and comprehensive benefits are offered.

Qualifications

• Minimum of 2 years of financial sales experience required.
• Proven success in selling Investment Management and Retirement plans.
• Ability to learn and demonstrate industry and product knowledge.

Responsibilities

• Drive 401(k) pipeline and sales growth with advisor firms.
• Engage advisors to optimize business results through collaboration.
• Prepare and deliver investment analytics and client proposals.

Skills

Financial sales experience

Relationship management

Multi-tasking

Industry and product knowledge

Communication skills

Education

Bachelor's degree

Job description

Asset Management - Internal Client Advisor - Associate

Columbus, OH, United States

Job Information

• Job Identification 210640823
• Job Category Client Sales
• Business Unit Asset & Wealth Management
• Posting Date 07/01/2025, 07:50 PM
• Locations 1111 Polaris Pkwy, Columbus, OH, 43240, US
• Job Schedule Full time
• Base Pay/Salary Columbus,OH $65,000-$65,000

Job Description

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.

Job Summary

As an Asset Management - Investment Only Internal Client Advisor within the Defined Contribution Investment Only team, you will be responsible for the distribution of JPMC’s investment products within retirement record keeping solutions. You will also be tasked with finding placement opportunities within our start-up and small to mid-market 401(k) solution in partnership with advisors that are approved to participate in those available record keeping solutions. Your role will be crucial in delivering a differentiated set of tools and insights that enable the advisors to help their 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 approved advisor firms and dedicated teams within our focus and prospect lists.
• Engage with advisors to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC investment only, 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
• Prepare and deliver investment analytics and client proposals in partnership with advisors from Initial thru Finals stage, and offers resource guidance on our full suite of participant education resources.
• Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, trade-tracking, follow-up items/activities, etc.
• Engage advisors with effective engagement from point-of-sale through the duration of the sales process to close.
• Partner with retail fund Internal and External Client Advisors to ensure a collaborative and integrated approach to planning and managing the territory, pipeline and promotion of referral activity.

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 global resources
• Bachelor's degree required
• Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)

Benefits

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.

Equal Opportunity

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. Visit our FAQs for more information about requesting an accommodation.

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