JPMorgan Asset Management-Funds Retirement Plans-Internal Client Advisor Associate 

United States, Ohio, Columbus 

571373725

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 of 2+ years of demonstrated sales experience
• 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
• Licenses - FINRA Series 6,63 or 7 licensed