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Asset Management - External Client Advisor - Vice President
JPMorgan Chase - New York, NY
posted 4 days ago
About the position
J.P. Morgan Asset Management (JPMAM) is a global asset manager with over $3 trillion in assets under management. Our Retirement Americas Client business provides high quality investment management, and recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. The Everyday 401(k) sales team is responsible for selling our small market 401(k) solution in partnership with Chase Business Bankers. J.P. Morgan Retirement also provides tools and insights that enables clients to build stronger retirement plans that lead to stronger retirement outcomes for participants. As a Client Advisor on the Everyday 401k (EDK) team, you will manage the Northeast sales territory (Philly, NJ, NY (ex-NYC/LI), and New England). You will seek to cultivate referrals from Chase and then partner with your Internal Client Advisor (ICA) counterpart to manage your pipeline and close deals. You should enjoy a high-velocity sales environment that marries strong relationships with transactional selling techniques.
Responsibilities
- Drive 401(k) pipeline and sales growth in the Northeast region in partnership with Chase Business Bankers and COI's (e.g., CPA firms, payroll firms, etc.) to their small business clients.
- Partner with Internal Client Advisor (ICA) to ensure a collaborative and integrated approach to planning, managing the territory, and converting leads to funded plans.
- Engage with Bankers and their leaders to best align activities with shared goals and optimize business results through a collaborative partnership to promote the benefits of J.P. Morgan's Everyday 401(k) solution, and develop 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.
- Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.
- Prepare Bankers for effective client engagement from point-of-sale through the duration of the client relationship.
- Assist in maintaining client relationships, collaborating with J.P. Morgan Relationship Managers and/or recordkeeper plan administration staff.
Requirements
- 5+ years of successful sales experience in small plan market retirement plan recordkeeping or advisory sales.
- Knowledge of corporate retirement plans, retirement plan recordkeeping and administration, mutual funds, and retirement industry trends.
- Bachelor's degree
- Series 7, 63
Nice-to-haves
- Familiarity with modern B2B/FinTech sales approaches
- QKA or consultative recordkeeping selling experience is a plus
- Experience wholesaling internally to a banking or advisory franchise
- Familiarity with sales qualification/methodologies (e.g., MEDDPICC, BANT)
