JPMorganChase · 12 hours ago
Asset Management - Head of Retirement Solutions
New York, NY
Full-time
Onsite
Director/Executive
$175K/yr - $285K/yrJP Morgan Asset Management is a global leader in asset management specializing in retirement solutions. As the Head of Retirement Solutions, you will advance record-keeping strategies, drive product development, and optimize service delivery to achieve long-term growth objectives.
Asset ManagementBankingFinancial Services
Responsibilities
Lead service, product, and project teams for Retirement Link and Everyday 401k, focusing on scaling, innovation, and leveraging technology to enable growth. Drive P&L management for the overall platform business, focusing on scaling growth while controlling costs and optimizing pricing for enhanced profitability
Set new product growth agenda and oversee product roadmap, including focused deployments and strategic initiatives like 403(b), SoloK, HSA’s, Financial Wellness, and advisor-managed accounts
Oversee outsourced vendor strategy with key strategic partnerships
Partner with marketing and sales to evolve branding and positioning across Everyday 401k and Retirement Link
Modernize and integrate Revenue Operations functions, execute pricing strategy, and streamline the sales journey to enhance speed and efficiency. Optimize onboarding new plans, including monitoring drop-off rates from won to onboarding
Manage major projects and deployments, ensuring successful execution and alignment with strategic goals
Define and evolve servicing and relationship management models to provide best-in-class service. Focus on client retention and Plan Sponsor Satisfaction Score, as measured by NMG Consulting
Build strong relationships with key internal stakeholders across business lines, including Asset Management, Chase Bank, and Chase Wealth Management
Foster a positive work environment and drive employee satisfaction, as reflected in survey results
Represent the retirement business at industry conferences and working groups, such as SPARK
Qualification
Required
Proven leadership skills with a strategic mindset and ability to drive growth and innovation
Extensive experience evolving and scaling retirement platforms/recordkeeping, services, and operations, including working with advisors, plan sponsors, and consultants
Strong analytical and problem-solving abilities
Excellent communication and interpersonal skill
Ability to work collaboratively in a fast-paced environment
Bachelor's degree
Series 7, 63, 24
Preferred
MBA preferred
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Founded in 2000
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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