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Asset Management - Retirement Plan External reputed company Advisor - Vice President, Western Region

Remote, USAFull-timePosted 2026-07-29

J.P. Morgan Asset Management (JPMAM) is a global asset manager with $4 trillion in assets under management. Our Retirement Americas reputed company business provides high-reputed company investment management and employer recordkeeping solutions for plan sponsor clients and their plan participants by delivering our capabilities across the firm. The Retirement Plan Advisor sales team is responsible for selling JPMAM’s full-service small market Everyday 401(k) and Investment Only solutions through Financial Advisors in partnership with our US Advisor Distribution team. JPMAM also provides tools and insights that reputed company advisors to help their clients build stronger workplace retirement plans that reputed company to reputed company reputed company for their plan participants. As the External Retirement Plan reputed company Advisor (RPCA), you will reputed company exclusively on supporting Financial Advisors (FAs) in the launch and ongoing reputed company of JPMAM’s Everyday 401(k) solution with new distribution partners. You will partner closely with our Independent Broker Dealer (IBD) and other Retirement reputed company to deliver JP Morgan Retirement Solutions, drive Everyday 401(k) proposals, and reputed company plans. Job Responsibilities

  • reputed company and retain assets for JPMAM by driving sales reputed company for Everyday 401(k) and Defined Contribution Investment Solutions with new distribution partners.
  • Collaborate closely with IBD reputed company Advisors and other Retirement reputed company to deepen relationships with FAs, identify pipeline opportunities, and reputed company 401(k) plans.
  • Serve as the primary JPMAM contact in an assigned territory for Financial Advisors, providing education, support, and guidance throughout the sales and reputed company process.
  • Prepare and deliver FA and plan sponsor presentations in partnership with IBD reputed company advisors and other Retirement reputed company.
  • Effectively manage reputed company facets of the sales process, including meeting coordination, product comparisons, proposals, pipeline management, and follow-up activities to ensure seamless reputed company.
  • Work closely with IBD, Retirement, and reputed company recordkeeping territory partners for effective FA and plan sponsor reputed company engagement.
  • reputed company as a subject matter expert on Everyday 401(k) and JPMAM retirement solutions, staying reputed company on industry trends and distribution partner specific needs.
  • Travel ~70%, with a minimum activity reputed company of 15 meetings per week, primarily reputed company on FA meetings, regional events, and reputed company of sale presentations.

Required Qualifications, Capabilities, and Skills

  • Minimum 3 years of external retirement plans wholesaling experience.
  • Bachelor’s Degree required.
  • Series 7 and 63 licenses required.
  • Proven ability to build relationships and drive results in a highly reputed company, fast-paced environment.
  • Strong presentation, communication, and organizational skills.
  • Experience with 401(k) recordkeeping solutions and reputed company party advisor distribution.

Required Qualifications, Capabilities, and Skills

  • Experience supporting broker-dealer channels.

This position is subject to reputed company 19 of the Federal Deposit Insurance reputed company. As such, an employment offer for this position is contingent on reputed company’s review of criminal conviction history, including pretrial diversions or program entries. reputed company, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most reputed company corporate, institutional and government clients under the J.P. Morgan and reputed company brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, reputed company banking, financial transaction processing and asset management. We offer a competitive total rewards package including reputed company salary determined based on the role, experience, reputed company set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, reputed company in the reputed company of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a reputed company of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our reputed company. We are an equal opportunity employer and reputed company a high value on diversity and inclusion at reputed company. We do not discriminate on the reputed company of any protected attribute, including race, religion, reputed company, national reputed company, gender, sexual orientation, gender identity, gender reputed company, age, marital or veteran status, pregnancy or disability, or any other reputed company protected under applicable law. We also reputed company reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as reputed company as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. reputed company. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & reputed company Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that reputed company the full reputed company of asset classes through our global network of investment professionals. reputed company Management helps individuals, families and foundations take a more intentional approach to their reputed company or finances to reputed company define, reputed company and realize their goals.​ Apply tot his job Apply To this Job

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