US Retirement - Sales Support Analyst
JPMorganChase
Drive U.S. Retirement Funds sales support—coordinate implementations, approvals, communications, RFPs, CRM, and reporting.
You are a strategic thinker passionate about driving solutions in U.S. Retirement Funds Sales Support. You have found the right team.
As a Sales Support Analyst within our U.S. Funds Sales & Client Services (US Retirement) team, you will support the “Retirement Link” and “Everyday 401K” businesses by enabling end-to-end sales and service execution through cross-functional coordination.
Job Responsibilities
- Support onshore J.P. Morgan partners to meet sales and service objectives in a compliant and timely manner.
- Coordinate with implementation managers to onboard clients and manage new/existing contracts, renewals, and amendments.
- Ensure monthly FINRA correspondence is received and submitted through the internal approval workflow.
- Facilitate creation of plan and participant communications for prospective and existing clients.
- Produce periodic plan review materials and coordinate delivery for existing clients.
- Execute ongoing business governance activities in partnership with onshore product managers.
- Assist client advisors and internal client advisors with prospecting support and sales enablement requests.
- Review and complete plan and participant communications by coordinating required approvals and stakeholder inputs.
- Submit completed RFPs through the internal approval system and track completion milestones.
- Maintain internal databases, systems, and applications to enable smooth handoffs across the sales cycle.
- Deliver standard and ad hoc reporting, CRM maintenance, and partner inquiries aligned to business priorities.
Required qualifications, capabilities and skills
- MBA (Finance) or CFA with at least 1 year of industry experience and knowledge of the sales process.
- Understand investment philosophies and asset classes.
- Demonstrate strong quantitative orientation and data analytics capability.
- Possess proficiency in Adobe Professional and MS Office (Excel, Word, Access, SharePoint, PowerPoint).
Preferred qualifications, capabilities and skills
- Hold CFA (if not already) or equivalent investment/retirement domain credential.
- Bring experience supporting defined contribution/retirement plan solutions (401(k)) and related client communications.
JPMorganChase, 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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. 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.
Drive U.S. Retirement Funds sales support—coordinate implementations, approvals, communications, RFPs, CRM, and reporting.