Wealth Management Solutions - Defined Contribution Consultant - Vice President

About the role

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management solutions. As the Solutions Team Vice President, you will be a key member of the Defined Contribution (DC) Consulting team and will serve as a territory-based sales and consulting partner to a designated group of Financial Advisors focused on small and large business retirement plans.

Responsibilities

• Coordinating and managing the Request for Proposals (RFP) process
• Coordinating proposal materials and delivery for service provider and recordkeeping platform proposals
• Delivering client presentations in coordination with the Financial Advisor
• Supporting Financial Advisor business and marketing plans and day-to-day sales efforts
• Identifying and cultivating a network of specialist retirement plan advisors in your assigned territory
• Conducting retirement plan prospect research and evaluations, and reviewing proposals with Financial Advisor teams
• Managing the processing of account-opening forms and data submissions
• Aiding in the distribution of firm and third-party marketing materials
• Working closely with the data analysis team to ensure management dashboard reporting is updated and accurate
• Maintaining and updating the sales tracking system
• Supporting ongoing sales and non-sales-related questions from existing Advisors in the program
• Traveling to assigned branches at least quarterly, as expected

Requirements

You must have 5+ years of direct experience supporting retirement plan sales and servicing. You must have experience delivering client presentations and a detailed understanding of 401(k) and defined benefit plan service providers. Specific knowledge of investment products, understanding of ERISA, DOL regulations, and current industry trends, self-starter, detail-oriented and organized, strong decision-making skills, and ability to multitask effectively are required. Strong verbal and written communication skills, proficiency with PowerPoint, Excel, and Word, strong analytical skills, FINRA Series 7, 66 licenses, and AIF (Accredited Investment Fiduciary) are preferred.

Qualifications

Extremely detailed knowledge of retirement plans (e.g., defined contribution, defined benefit, non-qualified, etc.), knowledge of and an understanding of actuarial, recordkeeping, and administrative service providers—their roles, responsibilities, platforms, and investment alternatives, familiarity with retirement plan investment fiduciary activities, and ability to support our Financial Advisors' efforts to deliver outstanding client value.

Skills

• Ability to anticipate plan sponsor and client needs
• Knowledge of investment products (e.g., mutual funds, CITs, separate accounts)
• Understanding of ERISA, DOL regulations, and current industry trends
• Self-starter; detail-oriented and organized; strong decision-making skills; and ability to multitask effectively
• Strong verbal and written communication skills
• Proficiency with PowerPoint, Excel, and Word
• Strong analytical skills
• CIMA, CRPS, or other industry designation preferred

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.

Pay

Base salary determined based on the role, experience, skill set and location. Commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions.

Schedule

Remote work at times and maintaining a high level of productivity under pressure within a supportive team environment.