JPMorganChase · 8 hours ago
55ip - Enterprise Business Development - Sr. Associate
Boston, MA
Full-time
Onsite
Mid Level
3+ years expJPMorganChase is a leading financial institution that focuses on innovative financial solutions. The Sr. Associate on the 55ip Enterprise Sales team will manage key strategic relationships with Enterprise RIA's and Platforms, ensuring successful client engagement and increased platform adoption.
Asset ManagementBankingFinancial Services
Responsibilities
Support, maintain and expand relationship with a segmented list of existing clients with the goal of driving continued platform adoption, designing enterprise support models, and deepening partnership
Have a deep understanding of 55ip’s technical product architecture and operational workflows that are integrated with clients to support and triage client workflows/issues
Show an aptitude and appetite to deliver high-quality outbound client engagement activity in coordination across 55ip clients, partners, and own resources
Own the cadence and collection of feedback from clients and partners to ensure success and collection of 'data' to formulate Client Engagement and Integration Planning for enhancements, including Executive engagement/reporting results
Coordinate activities and training in conjunction with clients to align and execute business plans to increase awareness and adoption of the 55ip platform among a subset of financial advisors, in orchestrated team selling process, using the expertise and resources within 55ip to deliver a commercial outcomes
Must have an appetite to grow and expand as 55ip continues its push to becoming the 'Industry Standard' in tax-smart investment management
Qualification
Required
Willingness to develop a deep understanding of current industry trends and experience working with Financial Advisors
3+ years financial services experience
Superior communication skills and previous executive engagement experience
A strong familiarity of investment products and services, model portfolios, tax management and/or knowledge of ETFs a plus
Exposure to or working directly with products/capabilities that integrate into advisors technical/operational workflows
Bachelor's degree from accredited 4-year university
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
Private Banker International
2026-01-19
2026-01-17
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