Apply on Employer Site

Chase · 5 days ago

Asset Management - 529 Plan Relationship Manager & Investment Specialist , Executive Director

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Senior Level, Lead/Staff

$150K/yr - $150K/yr

10+ years exp

J.P. Morgan Asset Management is committed to providing exceptional service to clients and business partners. As a 529 Relationship Manager and Investment Specialist, you will develop a national sales strategy and manage relationships with state clients, overseeing all aspects including distribution and marketing.

BankingFinancial Services

Responsibilities

Develop targeted sales strategy for delivering results against defined sales, activity and performance metrics and benchmarks

Work as part of collaborative team of education savings expect and partner with J.P. Morgan Asset Management’s salesforce to help broaden reach of 529 plan solutions

Build effective cross-functional relationships with Sales, Marketing, Investments, Product, Legal and Operations to drive revenue and client success

Strategize with key broker-dealer firms on 529 plan goals and initiatives

Manage day-to-day relationships with existing State partners and Plan recordkeeper; work in conjunction with investment and marketing teams to develop quarterly board presentations, annual due diligence and investment reviews and manage proposals for 529 plan solution enhancements

Manage 529 product/portfolio/fund updates with the State partner; oversee product workflow and execution across internal + external stakeholders; update and maintain all internal sales and business reporting through SEP and other reporting sources

Serve as part of team responsible for content development to position the Education Savings Team as industry thought leader; be subject matter expert to internal and external partners; support new hire training, sales desk and servicing support

Collaborate and guide marketing team on sales growth strategy and execution, target audiences, metrics/tracking, budget allocations; integrate and review product-specific updates across all client content and utilize industry and internal data to identify sales targets/trends

Support Head of Education Savings 529 Program Director in all aspects of sales, marketing, relationship management and business management; including project management of new product launches, disclosure updates and other 529 plan solution enhancements

Qualification

Asset management sales experience529 plansSales strategy developmentMicrosoft Office proficiencySeries 763 licensedPresentation skillsAnalytical skillsPublic speaking skillsNegotiation skills