Asset Management - Internal Client Advisor Retirement Plan Specialist - Associate
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
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.
As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team you will play a crucial role in addressing the retirement needs of our clients. Your responsibilities will include connecting advisors and their clients to our award-winning retirement plan resources and solutions with the ultimate goal of improving retirement outcomes for small businesses their employees and team member retirement plan participants. You will be part of a team that provides comprehensive recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans while also identifying investment placement opportunities for existing retirement advisor sold plans. Our team offers two record keeping platforms: Retirement Link our solution for small to mid-market businesses and Everyday 401K (EDK) our solution for start-ups and small plans.
Job Responsibilities
- Educating advisors on our record keeping solutions while gaining investment market share
- Providing plan insight industry & competitive perspective to inform client decisions
- Coordinating with DC and retail field sales counterparts to promote platform solutions
- Implementing our sales process to uncover opportunities and advance sales
- Supporting external sales team by ensuring content capabilities and tools are in sync
- Managing pipeline and implementation pre-work to ensure seamless support experience
Required qualifications capabilities and skills
- Proven track record of sales success developing and maintaining relationships
- Ability to multi-task and manage priorities across multiple territories
- Financial market and retirement industry understanding & aptitude
- Excellent written and verbal communication skills
- Ability to leverage multiple resources and systems to maximize productivity
- Coachability and ability to incorporate feedback quickly and consistently
- Effectiveness in presenting complex ideas resources and solutions
- Proven track record of success in performance related to academics and work history
- Bachelors degree
- Series 7; Series 63 needed (All Licensing is required within 90 days of hire)
Required Experience:
IC
Key Skills
- Portfolio Management
- Wealth Management
- Financial Services
- Hybris
- Microsoft Word
- Banking
- Cash Management
- Data Management
- Microsoft Powerpoint
- Securities Law
- Microsoft Excel
- Internet Of Things
About Company
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 ov ... View more
