Asset Management - ERISA Strategist Retirement Solutions - Executive Director

Posted 23 Days Ago
Be an Early Applicant
New York, NY
Hybrid
7+ Years Experience
Financial Services
The Role
Responsible for developing and delivering retirement insights to financial professionals, plan sponsors, and policymakers to improve retirement outcomes. Key responsibilities include expert knowledge of ERISA, DOL, and IRS rules, interpretation of legal and regulatory issues, and leading research projects to develop insights for clients.
Summary Generated by Built In

Job Description
This position is responsible for the development and delivery of retirement insights to financial professionals, plan sponsors and policymakers to improve retirement outcomes and reinforce JPMorgan Asset Management's (JPMAM) thought leadership in the retirement space.
Job Summary:
As the ERISA - Retirement Insights Director on the Asset Management Retirement Solutions team is an exciting and multi-faceted role. You should have a passion for retirement and strong experience in ERISA.
Job responsibilities:
o Expert-level knowledge of ERISA, DOL and IRS rules and regulations
o Deep understanding of legal, regulatory and legislative issues, with the ability to interpret new and proposed developments along with the implementation details and serve as team's technical resource for the legislative/regulatory elements.
o Experience with a wide range of retirement-planning vehicles across the defined contribution and individual retirement spaces, and understanding of applications to meet a variety of client needs.
o Experience with asset management product solutions including fluency in target-date and retirement-income and partner with marketing team on developing messaging
o Active pulse on the latest trends and developments in the defined contribution space, with the ability to proactively translate legal, regulatory and legislative updates into plain English, with the goal of JPMAM being first-to-market with key insights.
o Demonstrated ability to lead research projects to develop insights for institutional and retail client audiences, and promote thought leadership via white papers, bulletins, webcasts and industry events.
o Maintain JPMAM's leadership position by representing the firm's research and insights across industry conferences, webcasts, roadshows and platform relationships.
Required qualifcations, capabilities and skills:
o Fiduciary and client-focused mindset
o Expert knowledge of retirement plan vehicles, rules and regulations
o Proven presentation and public speaking skills
o Ability to travel and partner with sales force in a variety of client settings
o Understanding of the roles and responsibilities of recordkeepers, consultants, plan sponsors, financial advisors and asset managers
o Demonstrated ability to proactively engage internal stakeholders and share ideas across large and diverse teams in both the institutional and retail spaces
Preferred qualifcations, capabilities and skills:
o Advanced degree (i.e. J.D.; CPA) is a plus
About Us
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
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

What the Team is Saying

Nick S.
Lupe C.
Edwin T.
Dawn T.
Meng M.
The Company
New York, NY
250,000 Employees
Hybrid Workplace

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands.

Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products.

Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.

©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

Gallery

Gallery

JPMorganChase Teams

Team
CONTINUOUS LEARNING AND INNOVATION
About our Teams

JPMorganChase Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
New York, NY

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account