Senior Defined Contribution Solutions Lead (Remote)

JPMorgan Chase & Co.; City of Rochester (NY); Hybrid; USD 150,000 - 230,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Solutions Team Vice President to be a pivotal partner to Financial Advisors, driving DC consulting adoption for retirement plans. You will educate Advisors about the DC Consulting Program, develop proposals, and guide opportunities from discovery to close.

You will manage multiple projects within a collaborative team, maintain CRM activity, and travel quarterly to branches as needed. Strong knowledge of ERISA and plan providers is essential.

Qualifications

• 5+ years of 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).

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 plans

Advisors education

Territory management

Presentation delivery

CRM pipeline management

Financial analysis

Project coordination

Remote work capable

Communication

Tools

PowerPoint

Excel

Word

Job description

JPMorgan Chase & Co. in the United States seeks a Solutions Team Vice President to be a pivotal partner to Financial Advisors, driving DC consulting adoption for retirement plans. You will educate Advisors about the DC Consulting Program, develop proposals, and guide opportunities from discovery to close.

You will manage multiple projects within a collaborative team, maintain CRM activity, and travel quarterly to branches as needed. Strong knowledge of ERISA and plan providers is essential.