JPMorganChase · 6 hours ago
Asset Management - Retirement Plan External Client Advisor - Vice President, Western Region
Work At Home - California, Apple Valley, CA, 92308, US
Full-time
Hybrid
Mid Level
$100K/yr - $100K/yr
3+ years expJ.P. Morgan Asset Management (JPMAM) is a global asset manager with $4 trillion in assets under management, providing high-quality investment management and employer recordkeeping solutions. The External Retirement Plan Client Advisor will focus on supporting Financial Advisors in launching and ensuring the success of JPMAM’s Everyday 401(k) solution with new distribution partners.
Asset ManagementBankingFinancial 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
Required
Minimum 3 years of external retirement plans wholesaling experience
Bachelor's Degree required
Series 7 and 63 licenses required
Proven ability to build relationships and drive results in a highly collaborative, fast-paced environment
Strong presentation, communication, and organizational skills
Experience with 401(k) recordkeeping solutions and third party advisor distribution
Experience supporting broker-dealer channels
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.
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 (2855)
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
Recent News
2025-12-19
2025-12-12
Company data provided by crunchbase