JPMorganChase · 1 day 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 expJPMorganChase 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 delivering strategic insights and tailored solutions.
FinanceBankingAsset ManagementFinancial 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
This position requires a minimum of 10 years' experience in the retirement industry
Bachelor's degree in Finance, Business Administration, or a related field; MBA or relevant professional certification is a plus
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
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
2026-02-12
2026-02-12
Payments Dive
2026-02-12
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