Defined Contribution Investment Only Internal Client Advisor - J.P. Morgan Asset
Management
Business Overview:
JPMorgan Chase & Co [https://careers.jpmorgan.com/careers/why-us]. is a leading
global financial services firm with assets of more than $2.9 trillion, over
240,000 employees and operations in over 60 countries. It operates across four
business segments including Asset & Wealth Management, Corporate and Investment
Banking, Commercial Banking and Consumer and Community Banking.
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. The division
offers investment management across all major asset classes including equities,
fixed income, alternatives, multi-asset and money market funds. For individual
investors, the business also provides retirement products and services,
brokerage and banking services including trusts and estates, loans, mortgages
and deposits.
The Defined Contribution Investment Only team is responsible for distribution of
JPMC’s investment products within retirement record keeping solutions looking
for investment placement solutions. This team is also responsible for 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. JPMC delivers various services and products
to over 2.7mm small businesses. This individual will deliver a differentiated
set of tools and insights that enables the advisors to help their client’s build
stronger retirement plans that lead to better outcomes for participants.
Defined Contribution Investment Only Internal Client Advisor – Position
Overview:
• Responsible for driving 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.
• Prepares and delivers 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.
• Effectively manages multiple facets of the sales process including meeting
coordination, product comparisons, proposals, pipeline management,
trade-tracking, follow-up items/activities, etc.
•Engages advisors with effective engagement from point-of-sale through the
duration of the sales process to close.
• Partners 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.
• May assist in maintaining client relationships, collaborating with JP Morgan
Recordkeeping sales peers and service members, product team members, etc. as
needed.
The candidate will have:
2 or more years financial sales experience, experience selling over the phone
needed
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
Candidate must also demonstrate strong leadership abilities, including:
Ability to drive sales results
Focus and desire to increase and retain the firm's assets
Drive to exceed activity and manage multiple territory priorities
Ability to tell the "JPM story" clearly, concisely, and in a compelling way
to create interest by utilizing the JPMorgan sales process
Ability to grow, develop and maintain working relationships with advisors
Proficiency in the use our customer relationship management (CRM) system
Effectiveness in presenting to financial advisors
Education:
Bachelor's degree required
Licensing:
Required have or be able to obtain within the first 120 days Series 7; Series
63 (or 66)
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 benefits and
programs to meet employee needs, based on eligibility. These benefits include
comprehensive health care coverage, on-site health and wellness centers, a
retirement savings plan, backup childcare, tuition reimbursement, mental health
support, financial coaching and more. Additional details about total
compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring
to our global workforce are directly linked to our success. We are an equal
opportunity employer and place a high value on diversity and inclusion at our
company. We do not discriminate on the basis of any protected attribute,
including race, religion, color, national origin, gender, sexual orientation,
gender identity, gender expression, age, marital or veteran status, pregnancy or
disability, or any other basis protected under applicable law. We also make
reasonable accommodations for applicants’ and employees’ religious practices and
beliefs, as well as mental health or physical disability needs. Visit our FAQs
[https://careers.jpmorgan.com/us/en/how-we-hire/faqs] for more information about
requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including
Disability/Veterans
J.P. Morgan Asset & Wealth Management delivers industry-leading investment
management and private banking solutions. Asset Management provides individuals,
advisors and institutions with strategies and expertise that span the full
spectrum of asset classes through our global network of investment
professionals. Wealth Management helps individuals, families and foundations
take a more intentional approach to their wealth or finances to better define,
focus and realize their goals.