DC Solutions VP - Advisor Education & Growth

JPMorganChase; Jersey City (NJ); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Tuition reimbursement

Mental health support

Job summary

JPMorganChase, based in Jersey City, is seeking a Solutions Team Vice President within the Defined Contribution Consulting team. This role involves working closely with financial advisors to enhance retirement plan services through proactive education and consultation.

Candidates should have over 5 years of experience in retirement plan sales and a solid understanding of industry regulations. The position offers a competitive salary and a robust benefits package, including health coverage, retirement plans, and tuition reimbursement.

Qualifications

• 5+ years of direct experience supporting retirement plan sales and servicing.
• Ability to anticipate plan sponsor and client needs.
• Detailed understanding of 401(k) and defined benefit plan service providers.

Responsibilities

• Coordinate and manage the Request for Proposals (RFP) process.
• Deliver client presentations in coordination with Financial Advisor.
• Conduct Financial Advisor education and training.

Skills

Retirement plan sales and servicing

Client presentations

Financial industry experience

Communication skills

Analytical skills

Education

FINRA Series 7 and 66 licenses

AIF designation

Tools

PowerPoint

Excel

Word

Job description

JPMorganChase, based in Jersey City, is seeking a Solutions Team Vice President within the Defined Contribution Consulting team. This role involves working closely with financial advisors to enhance retirement plan services through proactive education and consultation.

Candidates should have over 5 years of experience in retirement plan sales and a solid understanding of industry regulations. The position offers a competitive salary and a robust benefits package, including health coverage, retirement plans, and tuition reimbursement.