Asset Management - Internal Client Advisor - Retirement Plan Specialist - Associate

Testing Site - JPMC; Columbus (OH); On-site; USD 90,000 - 120,000; Full time

Job summary

JPMorgan Chase & Co. in Columbus, OH seeks an Internal Client Advisor Retirement Plan Specialist to support retirement plan clients. You will connect advisors and clients to retirement resources and drive outcomes for small business participants.

You will educate advisors on recordkeeping platforms, coordinate with sales teams, and manage opportunities from prospecting to implementation, ensuring a seamless client experience.

Qualifications

• 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.
• Coachability and 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.
• Licensing required within 90 days of hire: Series 7 and Series 63.

Responsibilities

• Educating advisors on our record keeping solutions while gaining investment market share.
• Providing plan insight, industry & competitive perspective to inform client decisions.
• Coordinating with DC and retail field sales counterparts to promote platform solutions.
• Implementing our sales process to uncover opportunities and advance sales.
• Supporting external sales team by ensuring content, capabilities, and tools are in sync.
• Managing pipeline and implementation pre-work to ensure seamless support experience.

Skills

Sales relationships

Multi-tasking

Retirement industry knowledge

Communication skills

Resource utilization

Coachability

Complex idea presentation

Academic/work history

Bachelor's degree

Licensing: Series 7/63

Education

Bachelor's degree

Tools

Licensing: Series 7/63

Job description

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 Managementoversees 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 an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you will play a crucial role in addressing the retirement needs of our clients. Your responsibilities will include connecting advisors and their clients to our award-winning retirement plan resources and solutions, with the ultimate goal of improving retirement outcomes for small businesses, their employees, and team member retirement plan participants. You will be part of a team that provides comprehensive recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans, while also identifying investment placement opportunities for existing retirement advisor sold plans. Our team offers two record keeping platforms: Retirement Link, our solution for small to mid-market businesses, and Everyday 401K (EDK), our solution for start-ups and small plans.

Job Responsibilities

• Educating advisors on our record keeping solutions while gaining investment market share
• Providing plan insight, industry & competitive perspective to inform client decisions
• Coordinating with DC and retail field sales counterparts to promote platform solutions
• Implementing our sales process to uncover opportunities and advance sales
• Supporting external sales team by ensuring content, capabilities, and tools are in sync
• Managing 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
• Coachability and 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)