Asset Management - Retirement Plan External Client Advisor - Vice President, Western Region

Asset Management - Retirement Plan External Client Advisor - Vice President, Western Region

Join to apply for the Asset Management - Retirement Plan External Client Advisor - Vice President, Western Region role at JPMorgan Chase . This range is provided by JPMorgan

Chase. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range: $/yr - $/yr

J.P. Morgan Asset Management (JPMAM) is a global asset manager with $4 trillion in assets under management. Our Retirement Americas Client business provides high-quality investment management and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm.

The Retirement Plan Advisor sales team is responsible for selling JPMAM’s full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. JPMAM also provides tools and insights that enable advisors to help their clients build stronger workplace retirement plans that lead to better outcomes for their plan participants.

As the External Retirement Plan Client Advisor (RPCA), you will focus exclusively on supporting Financial Advisors (FAs) in the launch and ongoing success of JPMAM’s Everyday 401(k) solution with new distribution partners. You will partner closely with our Independent Broker Dealer (IBD) and other Retirement team partners to deliver JP Morgan Retirement Solutions, drive Everyday 401(k) proposals, and close plans.

• Raise and retain assets for JPMAM by driving sales growth for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners.
• Collaborate closely with IBD Client Advisors and other Retirement team partners to deepen relationships with FAs, identify pipeline opportunities, and close 401(k) plans.
• Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and onboarding process.
• Prepare and deliver FA and plan sponsor presentations in partnership with IBD client advisors and other Retirement team partners.
• Effectively manage all facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless onboarding.
• Work closely with IBD, Retirement, and Vestwell recordkeeping territory partners for effective FA and plan sponsor client engagement.
• Act as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying current on industry trends and distribution partner specific needs.
• Travel ~70%, with a minimum activity standard of 15 meetings per week, primarily focused on FA meetings, regional events, and point of sale presentations.

• Minimum 3 years of external retirement plans wholesaling experience.
• Bachelor’s Degree required.
• Series 7 and 63 licenses required.
• Proven ability to build relationships and drive results in a highly collaborative, fast-paced environment.
• Strong presentation, communication, and organizational skills.
• Experience with 401(k) recordkeeping solutions and third party advisor distribution.
• Experience supporting broker-dealer channels.

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan

Chase’s review of criminal conviction history, including pretrial diversions or program entries.

JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s 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.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and…