JPMC
The External Retirement Plan Client Advisor supports Financial Advisors in launching and growing J.P. Morgan Asset Management's Everyday 401(k) and investment solutions within new distribution partnerships. This role involves collaborating with Independent Broker Dealers and internal teams to drive sales, manage the sales pipeline, and facilitate seamless onboarding for plan sponsors. The position requires acting as a subject matter expert on retirement solutions while maintaining a high level of client engagement and travel.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for JPMC.
JPMC didn’t post a salary, so this is our estimate from similar listings.
47% above the average for this role
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External Retirement Plan Client Advisor (RPCA)
JPMorganChase
External Retirement Plan Client Advisor (RPCA)
JPMorganChase
External Retirement Plan Client Advisor (RPCA)
JPMorganChase