Asset Management - External Retirement Plan Client Advisor South West Region – Vice President
Company: JPMorgan Chase & Co.
Location: Plano
Posted on: April 1, 2026
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Job Description:
Description JP Morgan Asset Management (JPMAM) is a global asset
manager with $3.5 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. As an External Client Advisor
Retirement within JPMAM, you will be tasked with promoting our full
service small and mid-market workplace retirement plan and
Investment Only solutions through Financial Advisors in partnership
with our US Advisor Distribution team. We also equip our advisors
with the necessary tools and insights to assist their clients in
constructing robust workplace retirement plans, ultimately leading
to improved results for their plan participants. Job
Responsibilities Raise and retain assets for JPMAM by driving sales
growth for our Defined Contribution retirement solutions in in the
South West territory (TX, NM, AZ, NV, S.CA) with Financial Advisors
and their plan sponsor clients. Partner with JPMAM US Advisor
Distribution territory partners to deepen relationships with
Financial Advisors, drive pipeline opportunities, and close plans.
Prepare and deliver client presentations in partnership with
Financial Advisors from Initial thru Finals stage, and offers
guidance throughout the on-boarding process to ensure an optimal
client transition experience. Effectively manage multiple facets of
the sales process including meeting coordination, RFP responses,
product comparisons, proposals, pipeline management, follow-up
items/activities. Prepare all team members for effective client
engagement from point-of-sale through the duration of the client
relationship. Collaborate with JP Morgan Relationship Managers on
advisor Due Diligence meetings and point of sale presentations.
Travel requirements >70% with a minimum activity standard of 15
meetings per week. Required qualifications, capabilities and skills
Minimum 3 years of external retirement plans wholesaling
experience. Bachelor’s Degree Series 7, 63
Keywords: JPMorgan Chase & Co., Arlington , Asset Management - External Retirement Plan Client Advisor South West Region – Vice President, Sales , Plano, Texas
