Asset Management - External Client Advisor Retirement - Vice President

Job Description
J.P. Morgan Asset Management (JPMAM) is a global asset manager with over $3 trillion in assets under management. Our Retirement Americas Client business provides high quality investment management, and recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. The Everyday 401(k) sales team is responsible for selling our small market 401(k) solution in partnership with Chase Business Bankers. J.P. Morgan Retirement also provides tools and insights that enables clients to build stronger retirement plans that lead to stronger retirement outcomes for participants.
As a Client Advisor on the Everyday 401k (EDK) team, you will manage the North California and Pacific Northwest (e.g., Oregon, Washington) sales territory. You will seek to cultivate referrals from small business business bankers, branch-based bank advisors, and centers of influence, such as CPAs. You will partner with an Internal Client Advisor (ICA) counterpart to manage your pipeline, handle plan sponsor meetings, and close deals. You should enjoy a high-velocity sales environment that marries relationship and transactional selling techniques.
Job Responsibilities

• Drive 401(k) pipeline and sales growth in the Northeast region in partnership with Chase Business Bankers, branch-based financial advisors, and COI's (e.g., CPA firms, payroll firms, etc.) to their small business clients.
• Partner with Internal Client Advisor (ICA) to ensure a collaborative and integrated approach to planning, managing the territory, and converting leads to funded plans.
• Engage with business bankers, advisors and their leaders to best align activities with shared goals and optimize business results through a collaborative partnership to promote the benefits of J.P. Morgan's Everyday 401(k) solution, and develop strategic prospecting plans to grow territory sales.
• Prepare and deliver client presentations in partnership with bankers and advisors to plan sponsors, leading everything from pricing deals to effectively onboarding clients in partnership with onboarding/service teams
• Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items/activities, etc.
• Prepare bankers and advisors for effective client engagement from point-of-sale through the duration of the client relationship.
• Assist in maintaining client relationships, collaborating with J.P. Morgan Relationship Managers and/or recordkeeper plan administration staff.

Required qualifications, capabilities and skills

• 5+ years of successful sales experience in small plan market retirement plan recordkeeping, administration, or advisory sales.
• Knowledge of corporate retirement plans, retirement plan recordkeeping and administration, mutual funds, and retirement industry trends.
• Experience selling in the territory
• Bachelor's degree
• Series 7, 63

Preferred qualifications, capabilities and skills

• Familiarity with modern B2B/FinTech sales approaches
• QKA or consultative recordkeeping selling experience is a plus
• Experience wholesaling internally to a banking or advisory franchise
• Familiarity with sales qualification/methodologies (e.g., MEDDPICC, BANT)

Optional Additional Information

• Individual is expected to be based in the territory (CA, OR, WA, UT, or ID)
• Expected to travel in the field roughly 50% of the time

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
About Us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.