Asset Management - Retirement Plan External Client Advisor - Vice President, Western Region

Testing Site - JPMC; Sacramento (CA); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Asset Management (JPMAM) is seeking an External Retirement Plan Client Advisor to support Financial Advisors in launching and growing Everyday 401(k) solutions with new distribution partners.

You will collaborate with IBD and Retirement team partners to deliver JPM Retirement Solutions, drive proposals, and close plans. This role requires a minimum of 3 years in retirement plans wholesaling, a Bachelor’s degree, and Series 7 and 63 licenses.

Qualifications

• Minimum 3 years of external retirement plans wholesaling experience.
• Bachelor’s Degree required.
• Series 7 and 63 licenses required.
• Proven ability to build relationships and drive results in a fast-paced environment.
• Strong presentation, communication, and organizational skills.
• Experience with 401(k) recordkeeping solutions and third party advisor distribution.

Responsibilities

• Raise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners.
• Collaborate with IBD Client Advisors and Retirement team partners to deepen relationships with FAs, identify pipeline opportunities, and close 401(k) plans.
• Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and onboarding process.
• Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners.
• Effectively manage all facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless onboarding.
• Work closely with IBD, Retirement, and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement.
• Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying current on industry trends and distribution partner specific needs.
• Travel ~70%, with a minimum activity standard of 15 meetings per week, primarily focused on FA meetings, regional events, and point of sale presentations.

Job description

J.P. Morgan Asset Management (JPMAM) is a global asset manager with $4 trillion in assets under management. Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. The Retirement Plan Advisor sales team is responsible for selling JPMAM’s full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. JPMAM also provides tools and insights that enable advisors to help their clients build stronger workplace retirement plans that lead to better outcomes for their plan participants.

As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM’s Everyday 401(k) solution with new distribution partners. You will partner closely with our Independent Broker Dealer (IBD) and other Retirement team partners to deliver JP Morgan Retirement Solutions, drive Everyday 401(k) proposals, and close plans.

Job Responsibilities

• Raise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners.
• Collaborate closely with IBD Client Advisors and other Retirement team partners to deepen relationships with FAs, identify pipeline opportunities, and close 401(k) plans.
• Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and onboarding process.
• Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners.
• Effectively manage all facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless onboarding.
• Work closely with IBD, Retirement, and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement.
• Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying current on industry trends and distribution partner specific needs.
• Travel ~70%, with a minimum activity standard of 15 meetings per week, primarily focused on FA meetings, regional events, and point of sale presentations.

Required Qualifications, Capabilities, and Skills

• Minimum 3 years of external retirement plans wholesaling experience.
• Bachelor’s Degree required.
• Series 7 and 63 licenses required.
• Proven ability to build relationships and drive results in a highly collaborative, fast-paced environment.
• Strong presentation, communication, and organizational skills.
• Experience with 401(k) recordkeeping solutions and third party advisor distribution.

Required Qualifications, Capabilities, and Skills

• Experience supporting broker-dealer channels.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.