Wealth Management Solutions - Defined Contribution Consultant - Vice President
JPMorgan Chase · New York, United States +1 · 11d ago
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management 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.
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. You will be responsible for proactively educating Advisors in Chase Wealth Management and JPMorgan Advisors about the DC Consulting Program and promoting its adoption; cultivating a network of specialist advisors within the assigned territory; driving program engagement across the territory; and partnering directly with Advisors and their plan sponsor prospects/clients to lead consultative discovery, position our retirement plan consulting services, and drive opportunities through to close. You will also remain engaged post-sale to support implementation and ongoing investment monitoring and management, helping to ensure a strong client experience that supports retention and expansion.
As a successful candidate, you must be able to demonstrate extremely detailed knowledge of retirement plans (e.g., defined contribution, defined benefit, non-qualified, etc.). You must have knowledge of and an understanding of actuarial, recordkeeping, and administrative service providers—their roles, responsibilities, platforms, and investment alternatives. You must be familiar with retirement plan investment fiduciary activities and be able to support our Financial Advisors’ efforts to deliver outstanding client value.
You will effectively manage a pipeline of retirement plan consulting opportunities within the CRM, maintaining accurate activity notes, next steps, and forecasting discipline across the territory. You will develop and tailor proposals and presentation materials that clearly articulate our consulting value proposition, fees, scope, and implementation approach for small and mid-sized business plan sponsors. In partnership with Financial Advisors, you will lead and deliver plan sponsor presentations by guiding discovery, addressing objections, and advancing opportunities from proposal through final decision.
It is critical that you can interact professionally with Financial Advisors and clients and meet and manage client expectations. The successful candidate will support and manage multiple ongoing projects within a collaborative team environment.
Job 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
- Assisting with 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
- Conducting Financial Advisor education and training
- Supporting ongoing sales and non-sales-related questions from existing Advisors in the program
- Traveling to assigned branches at least quarterly, as expected
Required qualifications, capabilities and skills:
- 5+ years of direct experience supporting retirement plan sales and servicing
- Experience delivering client presentations
- Ability to anticipate plan sponsor and client needs
- Detailed understanding of 401(k) and defined benefit plan service providers (e.g., actuaries, recordkeeping platforms, TPAs, etc.)
- General financial industry experience, preferably within wealth management, private banking, or brokerage firms
- Specific 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
- Ability to work remotely at times and maintain a high level of productivity under pressure within a supportive team environment
- 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)
Preferred qualifications, capabilities and skills:
- CIMA, CRPS, or other industry designation preferred