WM Insurance & Retirement Solutions - Business Development Strategist, Vice President
J.P. Morgan Asset & Wealth Management, with client assets of $2.8 trillion, 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.
J.P. Morgan Wealth Management serves clients across the entire wealth spectrum. It includes the Private Bank, J.P. Morgan Securities, and Chase Wealth Management. The Wealth Management Insurance and Retirement Solutions (IRS) organization lives at the intersection of goals based planning and delivering improved lifestyle outcomes. Our products, tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged asset growth, guaranteed income, and financial security for their families and businesses.
Overview of Role:
The Business Development Strategist will lead a team of Specialists and also provide support to advisors across Wealth Management at J.P. Morgan (Chase Wealth Management, JPMorgan Securities, and the Private Bank) on utilizing annuity solutions to meet client investment and income needs around the Goals Based Advice Framework and is responsible for covering an assigned geographic territory. The ability to work across the lines of business and across functions is paramount in delivering a world-class offering and client experience. The candidate will be familiar with the annuity and retirement industry, and can effectively manage between sales and service support needs of the product.
Leads and manages a team of Annuity Specialists while maintaining an entrepreneurial attitude in the daily territory management and partnership with advisors
Proactively implements call improvements and enhancements while assessing the need for ongoing training based on product development and industry changes
Develops and manages advisor campaigns and tracks success results based on statistical data from key performance indicators
Responsible for building new and maintaining existing relationships with advisors to increase adoption of annuity solutions - ensuring trust from advisors is crucial for the successful execution of the job
Conduct calls with financial advisors and clients to educate on annuity products - additionally, actively consult and advise advisors to provide them with value-added strategies to increase advisor adoption
Collaborate with advisors to include annuities in goals based plans for clients; ability to educate advisors on financial products and the process of delivering annuity solutions
Provide proactive and reactive advice and guidance to advisors around structuring annuity solutions for clients
Coordinating, planning, and presenting educational webinars for advisors in addition to other marketing campaigns
Maintain an effective relationship with internal and external partners in order to drive annuity solutions, develop deeper relationships and deliver Goals Based Advice solutions for clients
Actively participates and contributes to the goals and objectives of the firm by working collaboratively and fostering a positive and inclusive work environment
Organizational and time management skills; ability to manage multiple priorities and tight deadlines
Strong leadership skills with entrepreneurial mindset
Must have organizational and problem-solving skills with attention to detail
Effective communication and presentation skills, both verbal and written
Excellent interpersonal skills are required, including a high degree of professionalism
Must have MS PowerPoint and MS Excel skills
Research and analysis skills, with ability to synthesize and interpret data
Must be able to demonstrate flexibility and adaptability and ability to work under pressure
Stresses critical thinking and logic when problem solving; can think creatively and "out of the box"
Bachelor's degree strongly preferred or equivalent work experience
Minimum of 7+ years within wealth management and business development
Experience in working with advisors a plus
Excellent relationship building, written, and verbal communication skills
Ability to multi-task and work in a fast-paced team environment
Self-driven and independent worker with a sense of urgency and drive towards results
FINRA 7 and 66 (or 63 & 65) preferred
Active Life & Health insurance license preferred
JPMorgan Chase & Co., 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 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 applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.