JPMorganChase · 2 hours ago
Asset Management MAS Retirement Insights Strategist - Vice President
New York, NY
Full-time
Onsite
Senior LevelJPMorganChase is a leading financial institution providing innovative solutions to a diverse clientele. The Asset Management Multi-Asset Solutions Retirement Strategist will be responsible for delivering retirement insights and research to improve outcomes for clients and reinforce the firm's thought leadership in the retirement space.
Asset ManagementBankingFinancial 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
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.
Founded in 2000
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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