JPMorgan 55ip - Enterprise Business Development Associate 

United States, Massachusetts, Boston 

798935415

Job responsibilities:

• Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the 55ip value proposition
• Provide superior client service by being responsive, thoughtful, and making the clients’ needs the focus
• Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
• Partner with Enterprise ASM (Advisor Success Manager) by being completely aligned on the objectives needed to achieve the 55ip’s asset (AUM) ramping goals
• Demonstrate effective relationship management skills by focusing on timely follow-up, advisor scheduling, and lead generation
• Convey the thought leadership of our Advisor Solutions team to aid clients’ understanding of the ever-changing market landscape and how they can benefit from leveraging 55ip’s platform

Required qualifications, capabilities, and skills:

• Bachelor’s degree at minimum
• Expertise in utilizing a CRM, e.g. Salesforce
• Critical thinking and problem solving in a fast-paced environment
• Strong analytical skills
• Passion for sales and the financial markets – understanding the value of tax management
• Proven results shown through sustainable achievement in a competitive environment
• Demonstrated ability to work in a team and collaborate cross functionally
• Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace
• Capacity to build relationships across the entire organization and with our partner firms
• Willingness to wear multiple hats and support the buildup of new functions

Preferred qualifications, capabilities, and skills:

• years of financial service experience preferred and/or related sales leadership experience
• Preferred experience in asset and wealth management – including consulting with financial advisors