Asset Management - External Client Advisor Retirement – Vice President

Location: San Francisco, CA, United States

Job Family: Client Sales

About the Role

J.P. Morgan Asset Management is a leading global asset manager, offering innovative solutions and expert guidance to help clients achieve their financial objectives. As an External Client Advisor Retirement – Vice President on the Retirement Americas Team, you will play a pivotal role in serving high-net-worth individuals and institutions in the Northeast region from our San Francisco, CA hub. This position within the Client Sales category offers a dynamic opportunity to leverage your expertise in retirement planning to drive client satisfaction and business growth. You will focus on building long-term partnerships, providing tailored advice on J.P. Morgan's comprehensive suite of retirement products, including target-date funds, annuities, and sustainable investment options, all while navigating the complexities of the financial services landscape. In this role, you will engage directly with external clients to understand their retirement aspirations, assess their current portfolios, and recommend customized strategies that align with J.P. Morgan Chase's world-class investment research and risk management frameworks. Expect to collaborate closely with internal stakeholders, including portfolio managers and wealth advisors, to deliver holistic solutions that mitigate risks and maximize returns in volatile markets. Your efforts will contribute to the firm's commitment to excellence in asset management, where innovation meets client-centric service, helping to secure retirements in an era of economic uncertainty. Joining J.P. Morgan Chase means becoming part of a prestigious institution renowned for its stability, global reach, and culture of inclusion. We value professionals who bring passion for financial advisory and a dedication to ethical practices. This Vice President-level position not only offers substantial career advancement potential but also the chance to impact clients' futures profoundly, all while benefiting from our robust support systems and professional growth opportunities in the heart of the financial services industry.

Key Responsibilities

• Develop and maintain relationships with external clients in the Northeast region, focusing on retirement planning needs
• Advise clients on JP Morgan Chase's asset management solutions tailored to retirement goals, including portfolio optimization
• Conduct needs assessments and deliver personalized financial strategies to enhance client retirement outcomes
• Collaborate with internal teams, such as investment strategists and compliance officers, to ensure seamless service delivery
• Identify and pursue new business opportunities within the retirement sector, meeting sales targets
• Monitor market trends and regulatory changes affecting retirement products, providing proactive client updates
• Prepare and present investment proposals, performance reports, and retirement planning seminars
• Ensure all client interactions comply with JP Morgan Chase's ethical standards and regulatory requirements
• Support the Retirement Americas Team by sharing regional insights and contributing to product development feedback

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 7 years of experience in financial services, with a focus on retirement planning and asset management
• Series 7 and Series 66 licenses (or equivalent FINRA registrations)
• Proven track record in client advisory roles, particularly with external high-net-worth clients
• Deep knowledge of retirement products, including IRAs, 401(k)s, and defined benefit plans
• Experience in the Northeast region of the US, with established client networks

Preferred Qualifications

• Advanced degree such as MBA or CFP certification
• Prior experience at a major financial institution like JP Morgan Chase
• Familiarity with ESG investing and sustainable retirement strategies
• Bilingual proficiency in English and Spanish to serve diverse client bases

Required Skills

• Expertise in retirement planning and asset allocation strategies
• Strong client relationship management and consultative selling skills
• Proficiency in financial modeling and portfolio analysis tools
• Knowledge of SEC and FINRA regulations governing retirement investments
• Excellent communication and presentation abilities for high-stakes client meetings
• Analytical skills for assessing client risk profiles and market data
• CRM software proficiency, such as Salesforce, for client tracking
• Negotiation and persuasion techniques for closing deals
• Time management and organizational skills in a fast-paced environment
• Team collaboration and leadership in cross-functional settings
• Adaptability to evolving financial markets and client needs
• Ethical decision-making and integrity in handling sensitive financial information
• Digital literacy in using JP Morgan Chase's proprietary platforms
• Problem-solving skills for addressing complex retirement challenges

Benefits

• Competitive base salary plus performance-based bonuses and commissions
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Professional development programs, including tuition reimbursement and leadership training
• Generous paid time off, including vacation, sick days, and parental leave
• Employee stock purchase plan and access to JP Morgan Chase's financial wellness resources
• Hybrid work flexibility and relocation assistance for eligible roles
• Wellness programs, including gym memberships and mental health support

JP Morgan Chase is an equal opportunity employer.