Asset Management - Relationship Manager Retirement Link - Vice President

Sorry, this job was removed at 9:04 a.m. (PST) on Tuesday, June 25, 2024
Find out who's hiring remotely in San Francisco.
See all Remote Operations jobs in San Francisco
By clicking Apply Now you agree to share your profile information with the hiring company.

Job Description
Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike.
Job Summary:
As a Relationship Manager within our Sales team, you will be managing a small-sized 401(k) plans portfolio, working closely with clients and advisors, and maintaining relationships with key local institutional partners. This role will also foster and maintain relationships with local key institutional partners servicing the J.P. Morgan book of business.
Job Responsibilities:

  • Building relationships across all levels and functional areas of client organizations
  • Protecting and growing revenue from assigned plans
  • Leading internal and external client teams in the development and implementation of the strategic and tactical business plan to meet/exceed the expectations of the client in: administration, investment management, communications and plan design
  • Reviewing each client relationship to ensure alignment with Retirement Link goals and Know Your Customer Policy
  • Serving as the primary contact for existing clients for strategic account issues
  • Negotiating ongoing service and profitability issues
  • Assuming the leadership role for client relationship internally by including resources from operations, investment management, communications and consulting associates as appropriate - acting as the voice of the client with the organization
  • Participating in finals presentations and site visits by building rapport with prospective clients and directing the site visit in a way that demonstrates the Relationship Manager's ongoing accountability to the client
  • Obtaining continuing education in the employee benefits and investment management fields

Required Qualifications, Capabilities and Skills:

  • This position requires a minimum of 5 years experience in the retirement industry
  • The position requires client relationship skills, knowledge of investments, retirement products and services,
  • Exceptional organizational and time management skills
  • Negotiation, influencing, communication and presentation skills
  • Series 7 and 63 licensees

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.

See More
Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.

What are JPMorganChase Perks + Benefits

Volunteer in local community
Partners with nonprofits
Diversity employee resource groups
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Wellness programs
Mental health benefits
Financial & Retirement
401(K) matching
Employee stock purchase plan
Performance bonus
Child Care & Parental Leave
Generous parental leave
Family medical leave
Vacation + Time Off
Generous PTO
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Professional Development
Tuition reimbursement

More Jobs at JPMorganChase

Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.
Learn more about JPMorganChaseFind similar jobs like this