Short business description:
JP Morgan Asset Management (JPMAM) is a global asset manager with $3.5 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.
As an External Client Advisor Retirement within JPMAM, you will be tasked with promoting our comprehensive workplace retirement plan and Investment Only solutions via DC Specialist advisors and JPMC Middle Market bankers. We also equip our advisors and bankers with the necessary tools and insights to assist their clients in constructing robust workplace retirement plans, ultimately leading to improved results for their plan participants.
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Job Responsibilities
- Raise and retain assets for JPMAM by driving sales growth for our Defined Contribution retirement solutions in the South Central territory (TX, OK, LA, AR, KS, NE) with DC Specialist advisors, JPMC Middle Market bankers, and their plan sponsor clients.
- Partner with JPMAM Defined Contribution Investment Solutions (DCIO) territory partners to deepen relationships with DC Specialist advisors, drive pipeline opportunities, and close plans.
- Engage with JPMC Middle Market bankers and their leaders to best align activities with shared goals and optimize business results through a collaborative partnership to promote the benefits of JPMAM full service retirement plan solutions, and develop strategic prospecting plans to grow sales.
- Prepare and deliver client presentations in partnership with advisors and bankers from Initial thru Finals and Won stages, and offers guidance throughout the on-boarding process to ensure an optimal client transition experience.
- Effectively manage multiple facets of the sales process including meeting coordination, RFP responses, product comparisons, proposals, pipeline management, follow-up items/activities.
- Prepare all team members for effective client engagement from point-of-sale through the duration of the client relationship.
- Collaborate with JP Morgan Relationship Managers on advisor Due Diligence meetings and point of sale presentations.
- Travel requirements >70% with a minimum activity standard of 12 meetings per week.
Required qualifications, capabilities and skills
- Minimum 10 years of external mid-market Defined Contribution plan wholesaling experience.
- Bachelor's Degree
- Series 7, 63
ABOUT US
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
ABOUT THE TEAM
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.