J.P. Morgan Asset Management is a leading provider of comprehensive retirement solutions, offering a broad range of single-style and multi-asset investment solutions uniquely suited for defined contribution (DC) plans and individual retirement needs, including our SmartRetirement® target date funds. Our bundled plan services support plan sponsor and employee workplace needs for small- to mid-sized companies (plans from $2 million to $500 million in assets under management). Through thought leadership programs including our Guide to Retirement, we seek to offer innovative and actionable retirement insights that support and facilitate smart saving, spending and investing behaviors.
As a Vice President, Relationship Manager for Retirement Link within J.P. Morgan Asset Management, you will be at the forefront of managing and nurturing a portfolio of mid-sized 401(k) plans. You will play a pivotal role in understanding and exceeding client expectations, while fostering strong partnerships with key institutional partners. Your responsibility will be to deliver exceptional service, strategic insights, and tailored solutions that align with our clients' retirement goals.
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Job Responsibilities
- Develop and maintain strong, long-lasting relationships with a portfolio of mid-sized 401(k) plan clients. Serve as the primary point of contact, ensuring client satisfaction and retention.
- Collaborate with key institutional partners to enhance service delivery and identify opportunities for growth and innovation within the retirement plan space.
- Understand clients' unique needs and objectives, providing strategic insights and customized solutions to optimize their retirement plans.
- Regularly review and analyze plan performance, providing clients with actionable recommendations to improve plan outcomes and participant engagement.
- Ensure all client interactions and plan activities comply with regulatory requirements and company policies, mitigating potential risks.
- Stay informed about industry trends, regulatory changes, and competitive landscape to proactively address client needs and position J.P. Morgan Asset Management as a thought leader in the retirement space.
Required qualifications, capabilities and skills
- Minimum10 years' experience in the retirement industry
- Bachelor's degree in Finance, Business Administration, or a related field;
- Strong understanding of 401(k) plan administration, compliance, and investment strategies.
- Excellent communication, negotiation, and interpersonal skills.
- Demonstrated ability to build and maintain strong client relationships and strategic partnerships.
- Analytical mindset with the ability to interpret data and provide actionable insights.
- Strategic thinker with a passion for client success and a deep understanding of the retirement plan landscape.
Preferred qualifications, capabilities and skills
- Proven experience in relationship management within the financial services industry, preferably with a focus on retirement plans.
- MBA or relevant professional certification is a plus.
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.