Chase · 8 hours ago
Asset Management MAS Retirement Insights Strategist - Vice President
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Senior Level
$170K/yr - $285K/yrJ.P. Morgan Asset Management is a leader in investment management, and they are seeking a Vice President for their Multi-Asset Solutions Retirement Strategist team. This role involves researching, developing, and delivering retirement insights to improve retirement outcomes for financial professionals and plan sponsors.
BankingFinancial Services
Responsibilities
Research-driven insights supported by data and quantitative analysis
Analyze proprietary and external data across various platforms to identify behavioral trends among client segments
Research savings and spending behaviors to develop strategic insights and implications for defined contribution plan fiduciaries, financial professionals and their clients
Technical proficiency across the retirement planning and product landscape
Serve as a technical resource for JPMAM’s Retirement Insights, with an eye on advancing our client agenda and providing subject-matter expertise across a variety of retirement planning topics
Experience with a wide range of retirement-planning vehicles in defined contribution and individual retirement spaces, understanding their applications to meet a variety of client needs
Client-facing activity and commercial mindset within a research-driven framework
Active pulse on the latest retirement trends, with the ability to translate data into plain English to position JPMAM as a thought leader across a global platform
Excellent presentation skills across multiple audience types, with the ability to simplify the complex and deliver actionable messaging points via face-to-face presentations, white papers, bulletins, webcasts and industry events
Travel is essential to effectively partner with client advisor teams, enabling the delivery of insights to a wide variety of clients
Qualification
Required
Experience in leading research projects and developing content for diverse client audiences
Proven presentation and public-speaking skills
Ability to travel and deliver content in the field across various client settings
Fiduciary and client-focused mindset
Expert knowledge of retirement plan vehicles, rules and applications, or a strong desire to learn
Understanding of roles and responsibilities of recordkeepers, consultants, plan sponsors, financial advisors and asset managers
Ability to proactively engage internal stakeholders and share ideas across large, diverse teams in institutional and retail spaces
Preferred
Advanced degree or relevant industry designation (i.e. MBA; CFP®, CRPC®) is a plus
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
Founded in 2000
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
Financial Sector Technology
2026-02-05
2026-02-05
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