What are the responsibilities and job description for the Asset Management - Everyday 401k Internal Client Advisor - Associate position at JPMorgan Chase?
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. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds.
Job Summary
As an Asset Management - Everyday 401k Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible for the distribution of JPMC’s small market 401(k) solution in partnership with Chase Business Bankers. You will deliver a differentiated set of tools and insights that enable you to help your 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
- Bachelor's degree preferred
