Asset Management - Internal Client Advisor - Associate

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 - Internal Client Advisor - Associate within the Workplace Retirement team, you will be responsible for distributing JPMC's small market 401(k) solution in partnership with Chase Business Bankers.

You will deliver a differentiated set of tools and insights to help 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

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions...