Asset Management - External Retirement Plan Client Advisor South West Region - Vice President

JP Morgan Asset Management (JPMAM) is a global asset manager with $3.5 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.

As an External Client Advisor Retirement within JPMAM, you will be tasked with promoting our full service small and mid-market workplace retirement plan and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team.

We also equip our advisors with the necessary tools and insights to assist their clients in constructing robust workplace retirement plans, ultimately leading to improved results for their plan participants.

Job Responsibilities


* Raise and retain assets for JPMAM by driving sales growth for our Defined Contribution retirement solutions in in the South West territory (TX, NM, AZ, NV, S.CA) with Financial Advisors and their plan sponsor clients.


* Partner with JPMAM US Advisor Distribution territory partners to deepen relationships with Financial Advisors, drive pipeline opportunities, and close plans.


* Prepare and deliver client presentations in partnership with Financial Advisors from Initial thru Finals stage, and offers guidance throughout the on-boarding process to ensure an optimal client transition experience.


* Effectively manage multiple facets of the sales process including meeting coordination, RFP responses, product comparisons, proposals, pipeline management, follow-up items/activities.


* Prepare all team members for effective client engagement from point-of-sale through the duration of the client relationship.


* Collaborate with JP Morgan Relationship Managers on advisor Due Diligence meetings and point of sale presentations.


* Travel requirements >70% with a minimum activity standard of 15 meetings per week.

Required qualifications, capabilities and skills


* Minimum 3 years of external retirement plans wholesaling experience.


* Bachelor's Degree


* Series 7, 63

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 over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.

We also offer a range of benefi...