What are the responsibilities and job description for the Asset Management - Investment Only 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.
Job Summary
As an Asset Management - Investment Only Internal Client Advisor within the Defined Contribution Investment Only team, you will be responsible for the distribution of JPMC’s investment products within retirement record keeping solutions. You will also be tasked with finding placement opportunities within our start-up and small to mid-market 401(k) solution in partnership with advisors that are approved to participate in those available record keeping solutions. Your role will be crucial in delivering a differentiated set of tools and insights that enable the advisors to help their 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 approved advisor firms and dedicated teams within our focus and prospect lists.
- Engage with advisors to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC investment only, 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
- Prepare and deliver investment analytics and client proposals in partnership with advisors from Initial thru Finals stage, and offers resource guidance on our full suite of participant education resources.
- Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, trade-tracking, follow-up items/activities, etc.
- Engage advisors with effective engagement from point-of-sale through the duration of the sales process to close.
- Partner with retail fund Internal and External Client Advisors to ensure a collaborative and integrated approach to planning and managing the territory, pipeline and promotion of referral activity.
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 global resources
- Bachelor's degree required
- Required have or be able to obtain within the first 90 days Series 7; Series 63 (or 66)
