DC Retirement Solutions VP — Advisor Partner

J.P. Morgan; New York (NY); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive healthcare coverage

Retirement savings plan

Mental health support

Job summary

J.P. Morgan in New York is seeking a Solutions Team Vice President to support retirement plan sales and consulting. You will educate Financial Advisors on the DC Consulting Program, manage multiple projects, and lead proposal processes.

The ideal candidate has over 5 years in retirement plan sales, strong communication skills, and knowledge of financial industry products. A competitive salary and comprehensive benefits, including healthcare and wellness programs, are offered.

Qualifications

• 5+ years of direct experience supporting retirement plan sales.
• Strong verbal and written communication skills.
• Detailed understanding of 401(k) and defined benefit plans.

Responsibilities

• Coordinate and manage the Request for Proposals (RFP) process.
• Conduct retirement plan prospect research and evaluations.
• Educate Financial Advisors about the DC Consulting Program.

Skills

Client presentations

Retirement plan sales

Communication

Analytical skills

Multitasking

Education

FINRA Series 7 and 66 licenses

Tools

PowerPoint

Excel

Word

Job description

J.P. Morgan in New York is seeking a Solutions Team Vice President to support retirement plan sales and consulting. You will educate Financial Advisors on the DC Consulting Program, manage multiple projects, and lead proposal processes.

The ideal candidate has over 5 years in retirement plan sales, strong communication skills, and knowledge of financial industry products. A competitive salary and comprehensive benefits, including healthcare and wellness programs, are offered.