Asset Management Retirement Plan External Client Advisor Vice President, Western Region
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Job Location:
Sacramento, CA - USA
Monthly Salary:
$ 100000 - 100000
Posted on:
7 hours ago
Vacancies:
1 Vacancy
Job Summary
J.P. Morgan Asset Management (JPMAM) is a global asset manager with $4 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. The Retirement Plan Advisor sales team is responsible for selling JPMAMs full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. JPMAM also provides tools and insights that enable advisors to help their clients build stronger workplace retirement plans that lead to better outcomes for their plan participants.
As the External Retirement Plan Client Advisor (RPCA) you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAMs Everyday 401(k) solution with new distribution partners. You will partner closely with our Independent Broker Dealer (IBD) and other Retirement team partners to deliver JP Morgan Retirement Solutions drive Everyday 401(k) proposals and close plans.
Job Responsibilities
- Raise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners.
- Collaborate closely with IBD Client Advisors and other Retirement team partners to deepen relationships with FAs identify pipeline opportunities and close 401(k) plans.
- Serve as the primary JPMAM contact in an assigned territory for Financial Advisors providing education support and guidance throughout the sales and onboarding process.
- Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners.
- Effectively manage all facets of the sales process including meeting coordination product comparisons proposals pipeline management and follow-up activities to ensure seamless onboarding.
- Work closely with IBD Retirement and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement.
- Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions staying current on industry trends and distribution partner specific needs.
- Travel 70% with a minimum activity standard of 15 meetings per week primarily focused on FA meetings regional events and point of sale presentations.
Required Qualifications Capabilities and Skills
- Minimum 3 years of external retirement plans wholesaling experience.
- Bachelors Degree required.
- Series 7 and 63 licenses required.
- Proven ability to build relationships and drive results in a highly collaborative fast-paced environment.
- Strong presentation communication and organizational skills.
- Experience with 401(k) recordkeeping solutions and third party advisor distribution.
Required Qualifications Capabilities and Skills
- Experience supporting broker-dealer channels.
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on JPMorganChases review of criminal conviction history including pretrial diversions or program entries.
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
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
