Asset Management - Internal Client Advisor - Associate

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 70,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co.'s J.P. Morgan Asset & Wealth Management division seeks a skilled sales professional to drive the small market 401(k) solution distribution in partnership with Chase Business Bankers in Columbus.

You will provide tools and insights to help clients build stronger retirement plans and better outcomes for participants. You will lead the sales process, prepare client presentations, manage pipeline, and collaborate across the organization to ensure a smooth onboarding and ongoing

Qualifications

• 2+ years of financial sales experience.
• Proven track record in selling investment/retirement plans.
• Strong multi-tasking and prioritization.
• Ability to learn industry and product knowledge.
• Capacity to build relationships across the organization.
• Familiarity with financial markets and retirement space.
• Excellent written and verbal communication.
• Series 7 and Series 63 (or 66) within 120 days.

Responsibilities

• Drive 401(k) pipeline and sales growth with Chase Bankers to small/micro market clients.
• Engage with bankers to align activities for shared goals and optimize results.
• Prepare and deliver client presentations through onboarding and implementation.
• Manage sales process: meetings, proposals, pipeline, follow-ups, etc.
• Engage with bankers for effective client engagement from sale through relationship.
• Partner with Client Advisor for territory planning and collaboration.
• Assist in maintaining client relationships with Relationship Managers.

Skills

Financial sales experience

Investment management

Retirement plans

Multi-tasking

Industry knowledge

Relationship building

Communication skills

Series 7 / Series 63

Education

Bachelor's degree preferred

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. 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.

Job Summary

As a part of the Workplace Retirement team, you are responsible for distribution of JPMC’s small market 401(k) solution in partnership with Chase Business Bankers. You 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

• 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