JPMorganChase · 1 day ago
Asset Management - 529 Plan Relationship Manager & Investment Specialist , Executive Director
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$150K/yr - $150K/yr
10+ years expJ.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 to deliver investment solutions tailored to education savings.
Asset ManagementBankingFinancial 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
Required
Bachelor's Degree in Finance or similar
10+ years of asset management industry sales experience with proven sales success including strategy, execution and track record
Knowledge of 529 structures, rules and regulations
Demonstrated success and track record of developing and executing sales strategies that drive consistent results
Ability to lead institutional relationships and support 529 business across investments, client service, marketing and operations
Ability to negotiate with distribution partner firms, state partners and recordkeeper
Strong presentation and public speaking skills
Strong writing and analytical skills
Proficiency in Microsoft Office Suite
Series 7 and 63 licensed
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 (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
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-07
Hartford Business Journal
2026-01-03
2025-12-19
Company data provided by crunchbase