J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

AM 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.

Our Team

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 products combines 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. We build consultative relationships that address clients’ challenges and goals. Our approach is an integrated perspective and unique understanding of the interplay between investments, plan design, administration and communications. 

Responsibilities

The Retirement Plan ICA will partner with advisors and Chase Middle Market Bankers to support the Retirement Sales and Service teams, working with other internal peers, Marketing, service, the conversion team and Finance to develop, implement, manage, and promote our retirement offerings. 

Qualifications

• Education - bachelor’s degree
• Experience - Minimum of two to three years of demonstrated sales experience
• Retirement plan sales and/or investment product knowledge preferred
• Licenses - FINRA Series 6,63 or 7 licensed preferred
• Proficiencies - solid competency in Microsoft applications including Sales Force, 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 to advance sales prospects while differentiating products and features
• Relationship Skills - strong relationships and collaboration skills to partner with internal and external colleagues at all levels