Remote Defined Contribution Consulting VP

JPMorgan Chase & Co.; Jersey City (NJ); Hybrid; USD 120,000 - 170,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an experienced Solutions Team Vice President to join the Defined Contribution Consulting group.

You will educate Financial Advisors on the DC Consulting Program, cultivate a network of specialist retirement plan advisors, and drive opportunities from discovery to close within your territory. You will manage proposals, deliver client presentations, support implementation, and maintain accurate CRM activity.

Qualifications

• 5+ years direct experience supporting retirement plan sales and servicing.
• Experience delivering client presentations.
• Ability to anticipate plan sponsor and client needs.
• Detailed understanding of 401(k) and defined benefit plan service providers (e.g., actuaries, recordkeeping platforms, TPAs, etc.).
• General financial industry experience, preferably within wealth management, private banking, or brokerage firms.
• Specific knowledge of investment products (e.g., mutual funds, CITs, separate accounts).
• Understanding of ERISA, DOL regulations, and current industry trends.
• Self-starter; detail-oriented and organized; strong decision-making skills; and ability to multitask effectively.
• Ability to work remotely at times and maintain a high level of productivity under pressure within a supportive team environment.
• Strong verbal and written communication skills.
• Proficiency with PowerPoint, Excel, and Word.
• Strong analytical skills.
• FINRA Series 7, 66 licenses, and AIF (Accredited Investment Fiduciary).
• Preferred: CIMA, CRPS, or other industry designation.

Responsibilities

• Coordinating and managing the Request for Proposals (RFP) process.
• Coordinating proposal materials and delivery for service provider and recordkeeping platform proposals.
• Delivering client presentations in coordination with the Financial Advisor.
• Supporting Financial Advisor business and marketing plans and day-to-day sales efforts.
• Identifying and cultivating a network of specialist retirement plan advisors in your assigned territory.
• Conducting retirement plan prospect research and evaluations, and reviewing proposals with Financial Advisor teams.
• Managing the processing of account-opening forms and data submissions.
• Assisting with the distribution of firm and third-party marketing materials.
• Working closely with the data analysis team to ensure management dashboard reporting is updated and accurate.
• Maintaining and updating the sales tracking system.
• Conducting Financial Advisor education and training.
• Supporting ongoing sales and non-sales-related questions from existing Advisors in the program.
• Traveling to assigned branches at least quarterly, as expected.

Skills

Retirement plan sales

Client presentations

Relationship management

Analytical skills

Project management

Tools

PowerPoint

Excel

Word

Job description

JPMorgan Chase & Co. is seeking an experienced Solutions Team Vice President to join the Defined Contribution Consulting group.

You will educate Financial Advisors on the DC Consulting Program, cultivate a network of specialist retirement plan advisors, and drive opportunities from discovery to close within your territory. You will manage proposals, deliver client presentations, support implementation, and maintain accurate CRM activity.