Asset Management - DCIO Internal Client Advisor - Associate
JPMorganChase · Columbus, OH · 1 mo ago
On-siteConsultingFull-time
We need to output HTML fragment with sections only if real content. Use for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate, EEO, etc. Must preserve all substantive info. Must not invent or summarize away detail. Must not include placeholder sections like Pay/Schedule/Benefits unless posting actually states them. Let's see if posting mentions Pay, Schedule, Benefits. It mentions "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..." Also mentions benefits: 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. So we have Pay and Benefits content. Schedule? Not mentioned. So we should not include Schedule heading. Also we need sections: About the role (maybe from Business Overview and Position Overview). Responsibilities (list of duties). Requirements (maybe licensing, education). Qualifications (maybe experience). Skills (maybe abilities). Benefits (list). Pay (maybe mention base salary, commission). We must not create sections with filler. Must preserve all substantive info. Must not repeat job title as heading. Must not include duplicated lines. Must not include cookie/navigation/legal/EEO etc. So we need to strip out EEO paragraphs, "About Us" maybe partially? The "About Us" includes description of firm and benefits. Some of that is substantive (benefits). We need to keep benefits info. The "About Us" also includes generic firm description; maybe we can keep as part of About the role? The instruction: "Prefer a few substantive sections over many thin ones." So we could combine some.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract substantive content:
Business Overview: description of JPMorgan Chase & Co., assets, employees, operations, business segments, J.P. Morgan Asset & Wealth Management description, Defined Contribution Investment Only team responsibilities.
Position Overview: Responsible for driving 401(k) pipeline and sales growth in a specified geographic region in partnership with approved advisor firms and dedicated teams within our focus and prospect lists. Engage with advisors to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC investment only, 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales. Prepares and delivers investment analytics and client proposals in partnership with advisors from Initial thru Finals stage, and offers resource guidance on our full suite of participant education resources. Effectively manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, trade-tracking, follow-up items/activities, etc. Engages advisors with effective engagement from point-of-sale through the duration of the sales process to close. Partners with retail fund Internal and External Client Advisors to ensure a collaborative and integrated approach to planning and managing the territory, pipeline and promotion of referral activity. May assist in maintaining client relationships, collaborating with JP Morgan Recordkeeping sales peers and service members, product team members, etc. as needed.
The Candidate Will Have: bullet list (but in paragraph). Let's extract each:
- 2 or more years financial sales experience, experience selling over the phone needed
- Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
- Proven success with multi-tasking and staying on top of priorities
- Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
- Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
- Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
- Excellent written and verbal communication skills
- Ability to effectively leverage our global resources
- Candidate Must Also Demonstrate Strong Leadership Abilities, Including Ability to drive sales results
- Focus and desire to increase and retain the firm's assets
- Drive to exceed activity and manage multiple territory priorities
- Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan sales process
- Ability to grow, develop and maintain working relationships with advisors
- Proficiency in the use our customer relationship management (CRM) system
- Effectiveness in presenting to financial advisors
- Education Bachelor's degree required
- Licensing Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66)
About US: description of firm, history, competitive total rewards package, base salary determined based on 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... (EEO boilerplate to remove). Also "Visit our FAQs for more information about requesting an accommodation." etc. Remove EEO and accommodation lines.
About The Team: description of J.P. Morgan Asset & Wealth Management delivering 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.
We need to preserve all substantive info, but we can combine overlapping sections.
We must not include duplicated lines. Ensure we don't repeat same sentences.
Let's plan sections:
- About the role: could combine Business Overview and Position Overview (maybe also About The Team). But we need to avoid too thin sections. Perhaps we have:
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must not repeat job title as heading. Must not include Job ID etc. Remove boilerplate, EEO, etc. Must preserve all substantive info. Must not invent or summarize away detail. Must not include placeholder sections like Pay/Schedule/Benefits unless posting actually states them. Let's see if posting mentions Pay, Schedule, Benefits. It mentions "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..." Also mentions benefits: 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. So we have Pay and Benefits content. Schedule? Not mentioned. So we should not include Schedule heading. Also we need sections: About the role (maybe from Business Overview and Position Overview). Responsibilities (list of duties). Requirements (maybe licensing, education). Qualifications (maybe experience). Skills (maybe abilities). Benefits (list). Pay (maybe mention base salary, commission). We must not create sections with filler. Must preserve all substantive info. Must not repeat job title as heading. Must not include duplicated lines. Must not include cookie/navigation/legal/EEO etc. So we need to strip out EEO paragraphs, "About Us" maybe partially? The "About Us" includes description of firm and benefits. Some of that is substantive (benefits). We need to keep benefits info. The "About Us" also includes generic firm description; maybe we can keep as part of About the role? The instruction: "Prefer a few substantive sections over many thin ones." So we could combine some.
We need to output only HTML fragment, no /, no markdown fences.
Let's extract substantive content:
Business Overview: description of JPMorgan Chase & Co., assets, employees, operations, business segments, J.P. Morgan Asset & Wealth Management description, Defined Contribution Investment Only team responsibilities.
Position Overview: Responsible for driving 401(k) pipeline and sales growth in a specified geographic region in partnership with approved advisor firms and dedicated teams within our focus and prospect lists. Engage with advisors to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC investment only, 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales. Prepares and delivers investment analytics and client proposals in partnership with advisors from Initial thru Finals stage, and offers resource guidance on our full suite of participant education resources. Effectively manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, trade-tracking, follow-up items/activities, etc. Engages advisors with effective engagement from point-of-sale through the duration of the sales process to close. Partners with retail fund Internal and External Client Advisors to ensure a collaborative and integrated approach to planning and managing the territory, pipeline and promotion of referral activity. May assist in maintaining client relationships, collaborating with JP Morgan Recordkeeping sales peers and service members, product team members, etc. as needed.
The Candidate Will Have: bullet list (but in paragraph). Let's extract each:
- 2 or more years financial sales experience, experience selling over the phone needed
- Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships
- Proven success with multi-tasking and staying on top of priorities
- Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise)
- Capacity to build relationships across entire organization and with our partner firms (strength managing relationships)
- Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space.
- Excellent written and verbal communication skills
- Ability to effectively leverage our global resources
- Candidate Must Also Demonstrate Strong Leadership Abilities, Including Ability to drive sales results
- Focus and desire to increase and retain the firm's assets
- Drive to exceed activity and manage multiple territory priorities
- Ability to tell the "JPM story" clearly, concisely, and in a compelling way to create interest by utilizing the JPMorgan sales process
- Ability to grow, develop and maintain working relationships with advisors
- Proficiency in the use our customer relationship management (CRM) system
- Effectiveness in presenting to financial advisors
- Education Bachelor's degree required
- Licensing Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66)
About US: description of firm, history, competitive total rewards package, base salary determined based on 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... (EEO boilerplate to remove). Also "Visit our FAQs for more information about requesting an accommodation." etc. Remove EEO and accommodation lines.
About The Team: description of J.P. Morgan Asset & Wealth Management delivering 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.
We need to preserve all substantive info, but we can combine overlapping sections.
We must not include duplicated lines. Ensure we don't repeat same sentences.
Let's plan sections:
- About the role: could combine Business Overview and Position Overview (maybe also About The Team). But we need to avoid too thin sections. Perhaps we have:
About the role
... (combined overview of firm, team, and position).
- Responsibilities: list of duties from Position Overview (driving pipeline, engaging advisors, preparing analytics, managing sales process, partnering, maintaining client relationships, etc.) - Requirements: education Bachelor's degree required; licensing Series 7; Series 63 (or 66) within 120 days. - Qualifications: maybe the bullet list of experience and skills (2+ years financial sales experience, proven track record, multi-tasking, industry knowledge, relationship building, familiarity with financial markets, communication skills, leveraging global resources). Could be under Qualifications. - Skills: leadership abilities, drive sales results, desire to increase assets, exceed activity, tell JPM story, grow relationships with advisors, CRM proficiency, presenting to advisors. Could be under Skills. - Benefits: list of benefits from About US: comprehensive health care coverage, on-site health and wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching, etc. - Pay: base salary determined based on role, experience, skill set and location; eligible roles may receive commission-based pay and/or discretionary incentive compensation (cash and/or forfeitable equity). We should not include Schedule. We must not include placeholder text like "commensurate with experience" etc. We have actual statements. We must not repeat job title as heading. Not include Job ID. We must not include boilerplate EEO etc. Now craft HTML. We need to use- for any list of duties/requirements/benefits. For prose use
. We need to decide what goes in lists. Responsibilities: list items. Requirements: maybe list (education, licensing). Could be
- .
Qualifications: list of experience/skills.
Skills: list of leadership abilities.
Benefits: list.
Pay: maybe prose.
Let's extract precise text.
From Business Overview:
"JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits. The Defined Contribution Investment Only team is responsible for distribution of JPMC's investment products within retirement record keeping solutions looking for investment placement solutions. This team is also responsible for finding placement opportunities within our start-up and small to mid-market 401(k) solution in partnership with advisors that are approved to participate in those available record keeping solutions. JPMC delivers various services and products to over 2.7mm small businesses. This individual will deliver a differentiated set of tools and insights that enables the advisors to help their client's build stronger retirement plans that lead to better outcomes for participants."
Position Overview paragraph: we can break into list.
Let's extract responsibilities sentences:
- Responsible for driving 401(k) pipeline and sales growth in a specified geographic region in partnership with approved advisor firms and dedicated teams within our focus and prospect lists.
- Engage with advisors to best align activities with shared goals to optimize business results through a collaborative partnership that promotes the benefits of JPMC investment only, 401(k) plan recordkeeping solutions, and develops strategic prospecting plans to grow territory sales.
- Prepares and delivers investment analytics and client proposals in partnership with advisors from Initial thru Finals stage, and offers resource guidance on our full suite of participant education resources.
- Effectively manages multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, trade-tracking, follow-up items/activities, etc.
- Engages advisors with effective engagement from point-of-sale through the duration of the sales process to close.
- Partners with retail fund Internal and External Client Advisors to ensure a collaborative and integrated approach to planning and managing the territory, pipeline and promotion of referral activity.
- May assist in maintaining client relationships, collaborating with JP Morgan Recordkeeping sales peers and service members, product team members, etc. as needed.
We can make each a
- . Now Requirements: Education Bachelor's degree required. Licensing Required have or be able to obtain within the first 120 days Series 7; Series 63 (or 66). We can list: - Bachelor's degree required. - Must have or be able to obtain within the first 120 days: Series 7 license; Series 63 or Series 66 license. Now Qualifications: The bullet list under "The Candidate Will Have". Let's list each as
- : - 2 or more years financial sales experience, experience selling over the phone needed. - Proven track record of success in selling Investment Management and/or Retirement plans and maintaining relationships. - Proven success with multi-tasking and staying on top of priorities. - Ability to learn and demonstrate industry and product knowledge by understanding the competition, the client and marketplace (technical expertise). - Capacity to build relationships across entire organization and with our partner firms (strength managing relationships). - Familiarity with financial markets, market terminology, capital markets history and a general understanding on the retirement space. - Excellent written and verbal communication skills. - Ability to effectively leverage our global resources. Now Skills: Leadership abilities list: - Ability to drive sales results. - Focus and desire to increase