Chase · 11 hours ago
Asset Management, Vice President, Relationship Manager - Retirement Link
270 Park Ave, New York, NY, 10017, US
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expChase is a leading financial institution offering innovative financial solutions. The Vice President, Relationship Manager for Retirement Link will manage a portfolio of mid-sized 401(k) plans, ensuring client satisfaction while providing strategic insights and tailored solutions to meet retirement goals.
FinanceBankingFinancial Services
Responsibilities
Client Relationship Management: Develop and maintain strong, long-lasting relationships with a portfolio of mid-sized 401(k) plan clients. Serve as the primary point of contact, ensuring client satisfaction and retention
Strategic Partnership Building: Collaborate with key institutional partners to enhance service delivery and identify opportunities for growth and innovation within the retirement plan space
Consultative Solutions: Understand clients' unique needs and objectives, providing strategic insights and customized solutions to optimize their retirement plans
Performance Monitoring: Regularly review and analyze plan performance, providing clients with actionable recommendations to improve plan outcomes and participant engagement
Compliance and Risk Management: Ensure all client interactions and plan activities comply with regulatory requirements and company policies, mitigating potential risks
Market Insights and Trends: Stay informed about industry trends, regulatory changes, and competitive landscape to proactively address client needs and position J.P. Morgan Asset Management as a thought leader in the retirement space
Qualification
Required
minimum of 10 years' experience in the retirement industry
Bachelor's degree in Finance, Business Administration, or a related field
Proven experience in relationship management within the financial services industry, preferably with a focus on retirement plans
Strong understanding of 401(k) plan administration, compliance, and investment strategies
Excellent communication, negotiation, and interpersonal skills
Demonstrated ability to build and maintain strong client relationships and strategic partnerships
Analytical mindset with the ability to interpret data and provide actionable insights
Preferred
MBA or relevant professional certification 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.
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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