- Financial Services
- Sales Experience
- FINRA License
JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.
J.P. Morgan Asset & Wealth Management, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
Asset Management is a leading investment manager of choice for institutions, financial intermediaries and individual investors, worldwide. With a heritage of more than two centuries, a broad range of core and alternative strategies, and investment professionals operating in every major world market, we offer investment experience and insight that few other firms can match.
J.P. Morgan Global Funds Management:
Global Funds Management oversees the delivery of J.P. Morgan Funds to individual and institutional investors around the world through regionally-based fund complexes operating in Asia-Pacific, the Americas and Europe. Funds are primarily offered to investors through third-party distributors, such as Financial Advisors in the U.S., but also directly to retail investors in a few markets like Taiwan. Its funds span the complete spectrum of investment strategies, including beta, equity, multi-asset, fixed income, currency, real estate, hedge funds, private equity, and retail solutions, which are available via a variety of investment vehicles, including mutual funds, sub-advised separate accounts, separately managed accounts, and exchange-traded funds.
With $500 billion in actively managed, long-term assets under management as of Dec. 31, 2018, J.P. Morgan's funds family is the sixth-largest, actively-managed fund complex in the world, and ranks among the Top 10 largest, active managers in the U.S. and internationally. It has also been an industry leader in terms of actively managed, long-term net flows. And, it's one of the leading global cash managers.
J.P. Morgan Funds is a leader in investment performance, with 85% of its five-year mutual fund AUM ranked in the top two quartiles for investment performance as of Dec. 31, 2018. The complex is also routinely recognized throughout the industry and around the world for its innovation and best-in-class service to advisors and shareholders.
Global Funds' foremost goal is to be the investment manager of choice for its internal channels, and a leading solutions provider for financial advisors and other financial intermediaries around the world. To achieve this, its business philosophy is a simple one: To be a trusted advisor and partner by providing client-focused investment solutions, market-leading service and support, and business intelligence.
The Retirement Business Director (RBD) is a Client Advisor role on the Retirement Team within JPM Asset Management. The purpose of the role is to drive Defined Contribution sales with financial intermediaries by delivering JPM Investment Solutions and Insights. This role will support the Mid-Atlantic Region.
Essential Job Functions:
Partner with Funds Management Client Advisors to support Financial Intermediaries where Defined Contribution isn’t the main focus of their business model but manage some DC related assets
Coordinate territory sales efforts with Recordkeeping COIs, including introductions to Funds Client Advisors, pipeline reviews, advisor introductions, etc…
Prospect new advisors from Distribution Firm (LPL, Morgan Stanley, Merrill Lynch, Etc…) lists, advisor names from COI partners as well as internal resources, including monthly platform sales reports, business intelligence, etc…
Partner and collaborate with other distribution teams within the Retirement Organization to maintain consistency in the deliver of the business model within the territory
5+ years of Financial Services experience, including Defined Contribution experience
Prior sales experience with a proven track record of building and maintaining relationships
Strong organizational and presentation skills
FINRA Series 7 and 63 licenses