Job Description
JPMorgan Asset Management is a global leader in investment management, dedicated to delivering exceptional client service and innovative investment solutions. Our team of professionals is committed to helping clients achieve their financial goals through a comprehensive range of investment strategies and services.
The Retirement Global Strategic Relations team is a critical part of the overall $300BN + Defined Contribution business at J.P. Morgan Asset Management. This team interfaces with partners in product, field sales, sub-advisory, marketing and operations. Their task is to bring record-keeping and investment placements, product design and field execution together to better serve our Defined Contribution clients.
As a Vice President in the Retirement Global Strategic Relations team at JPMorgan Asset Management, you will play a critical role in building our Defined Contribution presence with key broker-dealers, record-keepers, and analytic firms. You will support the broader team on their most complex clients through a combination of direct client work and analytic and strategic modeling. This role provides an opportunity to lead on selected broker-dealer, third party administrator, and other firms, and to contribute to the overall strategic infrastructure of our retirement national accounts.
Job Responsibilities
- Build strategic business plans for key relationships. Plans would include industry perspective, financial analysis, field execution plan, and key metrics for success
- Create and foster client relationships with important retirement stake-holders at covered firms.
- Build coverage, relationships and product placement with selected firms
- Build overall retirement national accounts strategic infrastructure
- Report progress to show success by firm in the field
- Structure for addressing sub-advised and co-manufactured opportunities
- Develop partnership strategy with Vestwell
Required qualifications, capabilities and skills
- 5+ years in the defined contribution space
- Ability to build analytic business plans
- Quantitative ability to track and analyze data
- Ability to partner with internal and external clients.
- Proven ability to build consensus across diverse groups
- Execution and results-oriented mind-set
- Undergraduate degree
- Series 7 and 63
About Us
JPMorganChase, 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 & Co. 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 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.
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