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.

As an Internal Client Advisor Retirement Plan Specialist within the Chase Middle Market Banking team, you will play a crucial role in addressing the retirement needs of our clients. Your responsibilities will include connecting advisors and their clients to our award-winning retirement plan resources and solutions, with the ultimate goal of improving retirement outcomes for small businesses, their employees, and team member retirement plan participants. You will be part of a team that provides comprehensive recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans, while also identifying investment placement opportunities for existing retirement advisor sold plans. Our team offers two record keeping platforms: Retirement Link, our solution for small to mid-market businesses, and Everyday 401K (EDK), our solution for start-ups and small plans.

Job Responsibilities

Educating advisors on our record keeping solutions while gaining investment market shareProviding plan insight, industry & competitive perspective to inform client decisionsCoordinating with DC and retail field sales counterparts to promote platform solutions Implementing our sales process to uncover opportunities and advance salesSupporting external sales team by ensuring content, capabilities, and tools are in syncManaging pipeline and implementation pre-work to ensure seamless support experience

 

Required qualifications, capabilities and skills 

Proven track record of sales success developing and maintaining relationships Ability to multi-task and manage priorities across multiple territoriesFinancial market and retirement industry understanding & aptitudeExcellent written and verbal communication skillsAbility to leverage multiple resources and systems to maximize productivity Coachability and ability to incorporate feedback quickly and consistentlyEffectiveness in presenting complex ideas, resources, and solutions Proven track record of success in performance related to academics and work historyBachelor's degreeSeries 7; Series 63 needed (All Licensing is required within 90 days of hire)