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JPMorgan Asset Management-Funds Retirement Plans-Internal Client Advisor Associate 
United States, Illinois, Chicago 
232058970

25.06.2024

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