JPMorgan Asset Management is a global leader in investment management, dedicated to delivering exceptional client service and innovative investment solutions. Our team of professionals is committed to helping clients achieve their financial goals through a comprehensive range of investment strategies and services.
The Retirement Global Strategic Relations team is a critical part of the overall $300BN + Defined Contribution business at J.P. Morgan Asset Management. This team interfaces with partners in product, field sales, sub-advisory, marketing and operations. Their task is to bring record-keeping and investment placements, product design and field execution together to better serve our Defined Contribution clients.
As Vice President on the Retirement Global Strategic Relations (GSR) team will play a critical role in building our Defined Contribution presence with key broker-dealers, record-keepers, and analytic firms. You will support the broader GSR team on their most complex clients through a combination of direct client work and analytic and strategic modeling. Examples of this work could include building a financial model to evaluate a co-manufactured target date opportunity or managing a project to ensure field execution around a broker-dealer initiative. In addition to playing a support role on large clients, you will also lead on selected broker-dealer, third party administrator, and other firms.
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Job Responsibilities
- Build strategic business plans for key relationships. Plans would include industry perspective, financial analysis, field execution plan, and key metrics for success
- Create and foster client relationships with important retirement stake-holders at covered firms.
- Build coverage, relationships and product placement with selected firms
- Build overall retirement national accounts strategic infrastructure
- Report progress to show success by firm in the field
- Structure for addressing sub-advised and co-manufactured opportunities
- Develop partnership strategy with Vestwell
Key capabilities
- 5+ years in the defined contribution space
- Ability to build analytic business plans
- Quantitative ability to track and analyze data
- Ability to partner with internal and external clients.
- Proven ability to build consensus across diverse groups
- Execution and results-oriented mind-set
- Undergraduate degree
- Series 7 and 63
ABOUT US
JPMorgan Chase & Co., 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 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 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.