Asset Management - Senior Retirement Product Manager - Vice President

Job Responsibilities

• Cultivating and sustaining strong relationships with a portfolio of Home Offices.
• Acting as the primary point of contact and product expert for the Retirement Platform Business, facilitating client satisfaction, partnership growth, and resolution of operational matters.
• Leading product launches for key partnerships by building project plans, managing milestones, collaborating with the National Accounts Team and Home Offices.
• Creating and maintaining operational procedures. Providing intermediary Product and Operations support for tasks such as investment approvals, 3(38) line-up changes, and establishing data feeds.
• Establishing governance to ensure all client interactions and plan activities align with Home Office Selling Agreements, regulations, and firm policies; proactively identifying, documenting, and mitigating operational, fiduciary, and reputational risks.
• Developing and maintaining Home Office playbooks for the Sales and Service Team, and periodically delivering field training.
• Coordinating and responding to all RFP and Due Diligence Requests.
• Understanding Home Office objectives and constraints, partnering with National Accounts to deliver tailored solutions.
• Tracking and analyzing aggregated plan health metrics and providing executive-ready reporting to the National Accounts Team, supporting commentary requests.

Required Qualifications, Capabilities, And Skills

• Bring a minimum of 10 years' experience in the retirement industry.
• Hold a Bachelor's degree in Finance/Business Administration.
• Demonstrate proven experience in Product, Operations, and Client Management within financial services, preferably with a focus on retirement plans, National Accounts, and Home Offices.
• Possess a strong understanding of 401(k) plan administration, operation, compliance, and investment strategies.
• Exhibit excellent communication, judgment, negotiation, and interpersonal skills.
• Build and maintain strong senior-level client relationships and strategic partnerships.
• Apply an analytical mindset to interpret data and provide actionable recommendations.

Preferred Qualifications, Capabilities, And Skills

• MBA or relevant professional certification (plus).

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, 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.

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.