JPMorganChase Logo

JPMorganChase

Asset Management - External Retirement Plan Client Advisor South West Region - Vice President

Posted Yesterday
Be an Early Applicant
Fort Worth, TX
Mid level
Fort Worth, TX
Mid level
As an External Client Advisor, you will promote workplace retirement plans to Financial Advisors and manage client relationships, ensuring a smooth sales process while traveling extensively in the South West region.
The summary above was generated by AI

Job Description
JP Morgan Asset Management (JPMAM) is a global asset manager with $3.5 trillion in assets under management. Our Retirement Americas, Client business provides high quality investment management, and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm.
As an External Client Advisor Retirement within JPMAM, you will be tasked with promoting our full service small and mid-market workplace retirement plan and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. We also equip our advisors with the necessary tools and insights to assist their clients in constructing robust workplace retirement plans, ultimately leading to improved results for their plan participants.
Job Responsibilities

  • Raise and retain assets for JPMAM by driving sales growth for our Defined Contribution retirement solutions in in the South West territory (TX, NM, AZ, NV, S.CA) with Financial Advisors and their plan sponsor clients.
  • Partner with JPMAM US Advisor Distribution territory partners to deepen relationships with Financial Advisors, drive pipeline opportunities, and close plans.
  • Prepare and deliver client presentations in partnership with Financial Advisors from Initial thru Finals stage, and offers guidance throughout the on-boarding process to ensure an optimal client transition experience.
  • Effectively manage multiple facets of the sales process including meeting coordination, RFP responses, product comparisons, proposals, pipeline management, follow-up items/activities.
  • Prepare all team members for effective client engagement from point-of-sale through the duration of the client relationship.
  • Collaborate with JP Morgan Relationship Managers on advisor Due Diligence meetings and point of sale presentations.
  • Travel requirements >70% with a minimum activity standard of 15 meetings per week.


Required qualifications, capabilities and skills

  • Minimum 3 years of external retirement plans wholesaling experience.
  • Bachelor's Degree
  • Series 7, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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.

Top Skills

Financial Advisory
Investment Management

Similar Jobs at JPMorganChase

Mid level
Financial Services
As a Senior Associate in Risk Management at JPMorgan Chase, you will oversee the delivery of projects within the Wholesale Credit Risk team. Your role involves defining project scopes, collaborating with technology and business partners, designing analytics platforms, and managing multiple projects while ensuring compliance with controls and delivering products effectively to users.
Top Skills: Analytics InfrastructureFinancial ModelingStress And Risk AnalyticsTechnology Platforms
Senior level
Financial Services
As a Lead Credit Officer in Asset Based Lending Credit Risk, you will manage a portfolio of clients, perform due diligence for loans and legal document negotiations, and work collaboratively with various stakeholders to support the firm's risk governance framework.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
4 Hours Ago
Houston, TX, USA
Senior level
Senior level
Financial Services
As a Vendor Risk Management Associate, you will manage third-party supplier compliance, coordinate onboarding, monitor due diligence, and develop portfolio management strategies. You will track compliance metrics and assist in training Delivery Managers and Senior Managers on TPO procedures, ensuring all vendor interactions align with regulatory requirements.
Top Skills: Risk Management Tools

What you need to know about the Manchester Tech Scene

Home to a £5 billion digital ecosystem, including MediaCity, which consists of major players like the BBC, ITV and Ericsson, Manchester is one of the U.K.'s top digital tech hubs, at the forefront of advancements in film, television and emerging sectors like as e-sports, while also fostering a community of professionals dedicated to pushing creative and technological boundaries.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account