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Asset Management - Retirement Global Strategic Relations - Vice President

Company: JPMorgan Chase & Co.
Location: New York
Posted on: October 31, 2024

Job Description:

JPMorgan Asset Management is a global leader in investment management, dedicated to delivering exceptional client service and innovative investment solutions. Our team of professionals is committed to helping clients achieve their financial goals through a comprehensive range of investment strategies and services.
The Retirement Global Strategic Relations team is a critical part of the overall $300BN + Defined Contribution business at J.P. Morgan Asset Management. -This team interfaces with partners in product, field sales, sub-advisory, marketing and operations. -Their task is to bring record-keeping and investment placements, product design and field execution together to better serve our Defined Contribution clients. -
As a Vice President in the Retirement Global Strategic Relations team at JPMorgan Asset Management, you will play a critical role in building our Defined Contribution presence with key broker-dealers, record-keepers, and analytic firms. You will support the broader team on their most complex clients through a combination of direct client work and analytic and strategic modeling. This role provides an opportunity to lead on selected broker-dealer, third party administrator, and other firms, and to contribute to the overall strategic infrastructure of our retirement national accounts. -
Job Responsibilities


  • Build strategic business plans for key relationships. - Plans would include industry perspective, financial analysis, field execution plan, and key metrics for success
  • Create and foster client relationships with important retirement stake-holders at covered firms. -
  • Build coverage, relationships and product placement with selected firms
  • Build overall retirement national accounts strategic infrastructure -
  • Report progress to show success by firm in the field -
  • Structure for addressing sub-advised and co-manufactured opportunities -
  • Develop partnership strategy with Vestwell

    Required qualifications, capabilities and skills -

    • 5+ years in the defined contribution space -
    • Ability to build analytic business plans -
    • Quantitative ability to track and analyze data -
    • Ability to partner with internal and external clients. - -
    • Proven ability to build consensus across diverse groups
    • Execution and results-oriented mind-set -
    • Undergraduate degree
    • Series 7 and 63

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Keywords: JPMorgan Chase & Co., Levittown , Asset Management - Retirement Global Strategic Relations - Vice President, Executive , New York, New York

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