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Chase · 7 hours ago

Asset Management - Retirement Plan External Client Advisor - Vice President, Northeast Region

Work At Home - New York, Rochester, NY, 14626, US

Full-time

Hybrid

Mid Level

$100K/yr - $100K/yr

3+ years exp

Chase is a global asset manager with $4 trillion in assets under management. They are seeking an External Retirement Plan Client Advisor to support Financial Advisors in launching and maintaining JPMAM’s Everyday 401(k) solution, driving sales growth and managing client relationships.

BankingFinancial Services

Responsibilities

Raise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners

Collaborate closely with IBD Client Advisors and other Retirement team partners to deepen relationships with FAs, identify pipeline opportunities, and close 401(k) plans

Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and onboarding process

Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners

Effectively manage all facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless onboarding

Work closely with IBD, Retirement, and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement

Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying current on industry trends and distribution partner specific needs

Travel ~70%, with a minimum activity standard of 15 meetings per week, primarily focused on FA meetings, regional events, and point of sale presentations

Qualification

Retirement plans wholesalingSeries 7 licenseSeries 63 licenseBroker-dealer channelsRelationship buildingPresentation skillsCommunication skillsOrganizational skills