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Asset Management-Funds Retirement Plans-Internal Client Advisor Associate
Location:
Columbus, OH
Description:
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match. Job Summary: The Retirement Plan ICA position is part of Asset Management U.S Funds Sales Organization. Retirement Link provides bundled recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans. Everyday 401K is our start-up 401K solution. Both of these products combine the breadth of J.P. Morgan Asset Management's investment capabilities with J.P. Morgan's service & insights to plan sponsors. Our mission is to be our clients' premier partner in helping individuals achieve a successful retirement. Job Responsibilities: * Partner with advisors and Chase Middle Market Bankers to support the Retirement Sales and Service teams, * Work with other internal peers (marketing, service, the conversion team and Finance) to develop, implement, manage, and promote our retirement offerings. Required qualifications, capabilities, and skills: * Education - bachelor's degree * Experience - Minimum of 2-3 years of demonstrated sales experience * Licenses - FINRA Series 6,63 or 7 licensed preferred * Proficient in Microsoft applications including Salesforce, Outlook, Excel, Word and PowerPoint. * Strategic and Critical Thinking - ability to think through pricing scenarios, understand markets, investments and understand complex industry content * Project management - manage and execute multiple projects with consistent quality deliverables working with multiple stakeholders in a fast-paced environment. * Analytical Skills - identify risks, opportunities and appropriately evaluate and prioritize * Client Focus - understand the unique needs of retirement clients * Innovation - identify opportunities to stay in front of clients and advance sales prospects while differentiating products and features * Relationship Skills - strong relationship and collaboration skills to partner with internal and external colleagues at all levels Preferred qualifications, capabilities, and skills: * Retirement plan sales and/or investment product knowledge JPMorgan Chase & Co., 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. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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 is an Equal Opportunity Employer, including Disability/Veterans
Company:
Jpmorgan Chase Bank, N.A.
Posted:
May 16 on Equest
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More About this Listing: Asset Management-Funds Retirement Plans-Internal Client Advisor Associate
Asset Management-Funds Retirement Plans-Internal Client Advisor Associate is a Jobs Client Administrator Job at Jpmorgan Chase Bank, N.A. located in Columbus OH. Find other listings like Asset Management-Funds Retirement Plans-Internal Client Advisor Associate by searching Oodle for Jobs Client Administrator Jobs.
Asset Management-Funds Retirement Plans-Internal Client Advisor Associate is a Jobs Client Administrator Job at Jpmorgan Chase Bank, N.A. located in Columbus OH. Find other listings like Asset Management-Funds Retirement Plans-Internal Client Advisor Associate by searching Oodle for Jobs Client Administrator Jobs.