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Asset Management - US Advisor - 529 Plan Relationship Manager and Investment Specialist - Vice President



Customer Service
New York, NY, USA
Posted on Thursday, July 11, 2024

Job Description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that’s best for them.

As a 529 Relationship Manager and Investment Specialist for our Education Savings business you will be a part of J.P. Morgan Asset Management’s Global Strategic Relationship team focused on partnering with our sales and marketing teams to build a successful national sales strategy. You will be an education savings expert who can represent our award winning thought leadership platform presenting to advisors and end-clients across the country. You will lead the relationship with our state client owning all facets including distribution, investments, marketing and legal.

Job Responsibilities

  • Develop targeted sales strategy for growth of 529 plan business; serve as education savings expect and partner with J.P. Morgan Asset Management’s salesforce to help broaden reach of 529 plan solutions; collaborate and strategize with key broker-dealer firms on 529 plan goals and initiatives
  • Manage day-to-day relationships with existing State partners and Plan recordkeeper; work in conjunction with investment and marketing teams to develop quarterly board presentations, annual due diligence and investment reviews and manage proposals for 529 plan solution enhancements
  • Manage 529 product/portfolio/fund updates with the State partner; oversee product workflow and execution across internal + external stakeholders; update and maintain all internal sales and business reporting through SEP and other reporting sources
  • Serve as part of team responsible for content development to position the Education Savings Team as industry thought leader; be subject matter expert to internal and external partners; support new hire training, sales desk and servicing support
  • Partner with marketing team on strategy and execution, target audiences, metrics/tracking, budget allocations; integrate and review product-specific updates across all client content and utilize industry and internal data to identify sales targets/trends
  • Support Head of Education Savings 529 Program Director in all aspects of sales, marketing, relationship management and business management; including project management of new product launches, disclosure updates and other 529 plan solution enhancements.

Required qualifications, capabilities and skills

  • Bachelor’s Degree in Finance or similar
  • 10 years of asset management industry sales experience with proven sales success including strategy, execution and track record
  • Knowledge of 529 structures, rules and regulations
  • Ability to lead institutional relationships and support 529 business across investments, client service, marketing and operations
  • Ability to negotiate with distribution partner firms, state partners and recordkeeper
  • Strong presentation and public speaking skills
  • Strong writing and analytical skills
  • Proficiency in Microsoft Office Suite
  • Series 7 and 63 licensed