JPMorganChase · 11 hours ago
55ip Advisor Success Associate
1 Liberty Sq Fl 2, Boston, MA, 02109, US
Full-time
Onsite
Entry, Mid Level
2+ years expJPMorganChase is a leading financial institution that offers innovative financial solutions. The Advisor Success Associate role involves helping financial advisors understand the value of 55ip’s Tax-smart Platform and driving platform adoption through strong client relationships and effective communication.
Asset ManagementBankingFinancial Services
Responsibilities
Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the 55ip value proposition
Provide superior client service by being responsive, thoughtful, and making the clients’ needs the focus
Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
Partner with Territory Lead / Regional ASMs (Advisor Success Manager) by being completely aligned on the objectives needed to achieve the 55ip’s asset (AUM) ramping goals
Demonstrate effective relationship management skills by focusing on timely follow-up, advisor scheduling, and lead generation
Convey the thought leadership of our Advisor Solutions team to aid clients’ understanding of the ever-changing market landscape and how they can benefit from leveraging 55ip’s platform
Qualification
Required
2+ years of financial services experience
Expertise in utilizing a CRM, e.g. Salesforce
Critical thinking and problem solving in a fast-paced environment
Passion for sales and the financial markets – understanding the value of tax management
Proven results shown through sustainable achievement in a competitive environment
Demonstrated ability to work in a team and collaborate cross functionally
Bachelor's degree at minimum
Preferred
Related sales leadership experience preferred
Capacity to build relationships across the entire organization and with our partner firms
Preferred experience in asset and wealth management – including consulting with financial advisors
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
2026-01-23
2026-01-22
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