Asset Management - Internal Client Advisor - Associate
Asset Management - Internal Client Advisor - Associate
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
J.P. Morgan Asset & Wealth Management is a global leader in investment and wealth management. Its clients include institutions high-net-worth individuals and retail investors in every major market throughout the world.
Job Summary
As an Asset Management - Internal Client Advisor - Associate within the Workplace Retirement team you will be responsible for distributing JPMCs small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights to help clients build stronger retirement plans that lead to better outcomes for participants.
Job Responsibilities
- Drive 401(k) pipeline and sales growth in a specified geographic region in partnership with Chase Business Bankers to their small and micro market clients.
- Engage with Bankers and their leaders to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC 401(k) plan recordkeeping solutions and develops strategic prospecting plans to grow territory sales.
- Prepare and deliver client presentations in partnership with Bankers from Initial thru Finals stage and offers guidance through the on-boarding process to ensure an optimal client implementation and/or transition experience.
- Manages multiple facets of the sales process including meeting coordination product comparisons proposals pipeline management follow-up items/activities etc.
- Engage with bankers for effective client engagement from point-of-sale through the duration of the client relationship.
- Partners with Client Advisor to ensure a collaborative and integrated approach to planning and managing the territory.
- Assist in maintaining client relationships collaborating with JP Morgan Relationship Managers and/or recordkeeper plan administration staff.
Required qualifications capabilities and skills
- 2 years of financial sales experience
- Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
- Proven success with multi-tasking and staying on top of priorities
- Ability to learn and demonstrate industry and product knowledge by understanding the competition the client and marketplace (technical expertise)
- Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
- Familiarity with financial markets market terminology capital markets history and a general understanding on the retirement space.
- Excellent written and verbal communication skills
- Ability to effectively leverage our resources
- Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66)
Preferred qualifications capabilities and skills
- Bachelors degree preferred
Required Experience:
IC
Employment Type
Full-Time
