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Client Advisor, Everyday 401k

J.P. Morgan Asset Management (JPMAM) is a global asset manager with over $3 trillion in assets under management. Our Retirement Americas Client business provides high quality investment management and recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. The Everyday 401(k) sales team is responsible for selling our small market 401(k) solution in partnership with Chase Business Bankers. J.P. Morgan Retirement also provides tools and insights that enables clients to build stronger retirement plans that lead to stronger retirement outcomes for participants.

As a Client Advisor on the Everyday 401k (EDK) team, you will manage the North California and Pacific Northwest (e.g., Oregon, Washington) sales territory. You will seek to cultivate referrals from small business business bankers, branch-based bank advisors, and centers of influence, such as CPAs. You will partner with an Internal Client Advisor (ICA) counterpart to manage your pipeline, handle plan sponsor meetings, and close deals. You should enjoy a high-velocity sales environment that marries relationship and transactional selling techniques.

Job Responsibilities

• Drive 401(k) pipeline and sales growth in the Northeast region in partnership with Chase Business Bankers, branch-based financial advisors, and COI's (e.g., CPA firms, payroll firms, etc.) to their small business clients.
• Partner with Internal Client Advisor (ICA) to ensure a collaborative and integrated approach to planning, managing the territory, and converting leads to funded plans.
• Engage with business bankers, advisors and their leaders to best align activities with shared goals and optimize business results through a collaborative partnership to promote the benefits of J.P. Morgan's Everyday 401(k) solution, and develop strategic prospecting plans to grow territory sales.
• Prepare and deliver client presentations in partnership with bankers and advisors to plan sponsors, leading everything from pricing deals to effectively onboarding clients in partnership with onboarding / service teams
• Manage multiple facets of the sales process including meeting coordination, product comparisons, proposals, pipeline management, follow-up items / activities, etc.
• Prepare bankers and advisors for effective client engagement from point-of-sale through the duration of the client relationship.
• Assist in maintaining client relationships, collaborating with J.P. Morgan Relationship Managers and / or recordkeeper plan administration staff.

Required Qualifications, Capabilities and Skills

Preferred Qualifications, Capabilities and Skills

Optional Additional Information

FEDERAL DEPOSIT INSURANCE ACT : This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.