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AWM Defined Contribution Consulting Program Solutions Team - Jersey City

Company: Jpmorgan
Location: Jersey City
Posted on: November 18, 2021

Job Description:

b'JOB DESCRIPTIONnnThe Solutions Teamxc2xa0VP will work for the Defined Contribution (DC) Consulting Program Manager to serve as a central client service resource for a specific group of retirement plan clients.xc2xa0 In this role, you will have the unique opportunity to participate in the expansion ofxc2xa0our Institutional Retirement Plan Solutions group and the DC Consulting Program.xc2xa0 You will interface with Financial Advisors and their clients on all aspects of retirement plan investment implementation, monitoring and management.nnAs a successful candidate, you must be able to demonstrate extremely detailed knowledge of retirement plans (e.g., Defined Benefit, Defined Contribution, Non-Qualified, etc.).Knowledge and understanding of actuarial, recordkeeping and administrative services providers, their roles,xc2xa0responsibilities, platformxc2xa0and investment alternatives.xc2xa0 You must be familiar with investment fiduciary activity and be able to support our Financial Advisors efforts to deliver outstanding client value.xc2xa0 Preferred candidates will also have knowledge and experience in supporting Defined Benefit plan relationships, specifically the overall approach to investment allocation and Liability Driven Investing (LDI).nnIt is critical that you be able to interact professionally with Financial Advisors and clients, and fulfill and manage client expectations.xc2xa0 The successful candidate will support and manage a multitude of ongoing projects within a collaborative team environment.xc2xa0nnResponsibilities includenn * Coordinating and managing the Request for Proposalsxc2xa0(RFPs) processn * Coordinate the materials and delivery of services and recordkeeping platform proposalsn * Deliver client presentations in coordination with the Financial Advisorn * Support Financial Advisor business and marketing plans and day-to-day sales effortsn * Conduct retirement plan prospect research, evaluations and review proposals with Financial Advisor teamsn * Manage the processing of account opening forms and data submissionsn * Assist in the distribution of firm and third-party marketing materialsn * Work closely with data analysis team to ensure management dashboard reporting is updated and accuraten * Maintain and update the sales tracking systemn * Conduct Financial Advisor education and trainingnnQualifications:nn * 3+ years of direct experience supporting retirement plan sales and servicingn * Experience delivering client presentationsn * Ability to anticipate plan sponsor client needsn * Detailed understanding of 401(k) and Defined Benefit plan service providers (e.g., actuaries, recordkeeping platforms, TPAs, etc.)n * General financial industry experience; preferably with wealth management, private banking, or brokerage firmsn * Specific knowledge of investment products (e.g., Mutual Funds, CITs, Separate Accounts)n * Understanding of ERISA, DOL regulations and current industry trendsn * Self-starter, detail-oriented, organized, strong decision-making skills and able to multi-task effectivelyn * Ability to work remotely at times and maintain a high level of productivity under pressure within a supportive team environmentn * Strong verbal and written communication skillsn * Proficiency in using PowerPoint; Excel; Wordn * Strong analytical skillsn * FINRA Series 7 and 66n * AIF (Accredited investment Fiduciary); CIMA, CRPS or other industry designation a plusn * To be considered for this role, you may be required to complete a video interviewnnnABOUT USnnJPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the worldxe2x80x99s 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.nnWe recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicantsxe2x80x99 and employeesxe2x80x99 religious practices and beliefs, as well as any mental health or physical disability needs.nnEqual Opportunity Employer/Disability/VeteransnnnABOUT THE TEAMnnJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. 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.'by Jobble

Keywords: Jpmorgan, Jersey City , AWM Defined Contribution Consulting Program Solutions Team - Jersey City, Professions , Jersey City, New Jersey

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