J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.  Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.

As a 529 Relationship Manager and Investment Specialist within J.P. Morgan Asset Management’s Global Strategic Relationship team, you will work with our Education Savings team to develop a successful national sales strategy and deliver results against defined sales, activity and performance metrics. You will become an expert in education savings, representing our award-winning thought leadership platform to advisors and end-clients nationwide. You will also manage our relationship with our state client, overseeing all aspects including distribution, investments, marketing, and legal matters.

Job Responsibilities

Develop targeted sales strategy for delivering results against defined sales, activity and performance metrics and benchmarks Work as part of collaborative team of education savings expect and partner with J.P. Morgan Asset Management’s salesforce to help broaden reach of 529 plan solutions Build effective cross-functional relationships with Sales, Marketing, Investments, Product, Legal and Operations to drive revenue and client success Strategize with key broker-dealer firms on 529 plan goals and initiatives Manage day-to-day relationships with existing State partners and Plan recordkeeper; work in conjunction with investment and marketing teams to develop quarterly board presentations, annual due diligence and investment reviews and manage proposals for 529 plan solution enhancements Manage 529 product/portfolio/fund updates with the State partner; oversee product workflow and execution across internal + external stakeholders; update and maintain all internal sales an