US Retirement Sales Support Analyst

Drive U.S. Retirement Funds sales supportcoordinate implementations approvals communications RFPs CRM and reporting.

You are a strategic thinker passionate about driving solutions in U.S. Retirement Funds Sales Support. You have found the right team.

As a Sales Support Analyst within our U.S. Funds Sales & Client Services (US Retirement) team you will support the Retirement Link and Everyday 401K businesses by enabling end-to-end sales and service execution through cross-functional coordination.

Job Responsibilities

• Support onshore J.P. Morgan partners to meet sales and service objectives in a compliant and timely manner.
• Coordinate with implementation managers to onboard clients and manage new/existing contracts renewals and amendments.
• Ensure monthly FINRA correspondence is received and submitted through the internal approval workflow.
• Facilitate creation of plan and participant communications for prospective and existing clients.
• Produce periodic plan review materials and coordinate delivery for existing clients.
• Execute ongoing business governance activities in partnership with onshore product managers.
• Assist client advisors and internal client advisors with prospecting support and sales enablement requests.
• Review and complete plan and participant communications by coordinating required approvals and stakeholder inputs.
• Submit completed RFPs through the internal approval system and track completion milestones.
• Maintain internal databases systems and applications to enable smooth handoffs across the sales cycle.
• Deliver standard and ad hoc reporting CRM maintenance and partner inquiries aligned to business priorities.

Required qualifications capabilities and skills

• MBA (Finance) or CFA with at least 1 year of industry experience and knowledge of the sales process.
• Understand investment philosophies and asset classes.
• Demonstrate strong quantitative orientation and data analytics capability.
• Possess proficiency in Adobe Professional and MS Office (Excel Word Access SharePoint PowerPoint).

Preferred qualifications capabilities and skills

• Hold CFA (if not already) or equivalent investment/retirement domain credential.
• Bring experience supporting defined contribution/retirement plan solutions (401(k)) and related client communications.