55ip - Enterprise Advisor Success Manager - Vice President

2 months ago

Boston, United States JPMorganChase Full time
JOB DESCRIPTION

55ip is looking for a motivated, emerging sales & relationship management professional to progress relationships and drive increased adoption of the 55ip platform with Enterprise/National RIA firms. We are looking for a team player who brings energy, creativity, and a strong spirit of collaboration to help grow our firm while making a positive impact on the advisors we serve. This individual must value collective success, thrive in a team environment and be willing to take on a growth mindset. This is a growth-oriented role expected to make a meaningful contribution to the continued success of 55ip.

Job summary:

The 55ip - Enterprise Advisor Success Manager, Vice President on the 55ip Enterprise Advisor Success team will be responsible for managing 55ip’s key strategic relationships with primarily Enterprise RIA's and Platforms. You will serve as the day-to-day point of contact across all functional areas of client and internally to maintain relationship oversight, triage escalation issues, support sales enablement, and provide strategic planning. You will be expected to work in partnership with both internal and external sales partners and Product to drive successful engagement with clients and ultimately increased platform adoption. You will have a strong understanding of the wealth/asset management industry, advisor practice management, and/or financial technology. The individual should have extensive experience within the wealth/asset Management industry with previous roles in sales, relationship management or product related functions.

Job responsibilities:

  • Strategic Relationship Management: Support, maintain and expand relationship with a segmented list of existing clients with the goal of driving continued platform adoption, designing enterprise support models, and deepening partnership.
  • Product and Operational Collaboration: Have a deep understanding of 55ip’s technical product architecture and operational workflows that are integrated with clients to support and triage client workflows/issues.
  • Business Development Planning: Show an aptitude and appetite to deliver high-quality outbound client engagement activity in coordination across 55ip clients, partners, and own resources.
  • Facilitate Feedback: Own the cadence and collection of feedback from clients and partners to ensure success and collection of “data” to formulate Client Engagement and Integration Planning for enhancements, including Executive engagement/reporting results.
  • Client Engagement Planning & Process: Coordinate activities and training in conjunction with clients to align and execute business plans to increase awareness and adoption of the 55ip platform among a subset of financial advisors, in orchestrated team selling process, using the expertise and resources within 55ip to deliver commercial outcomes.
  • Business leadership: Must have an appetite to grow and expand as 55ip continues its push to becoming the “Industry Standard” in tax-smart investment management.

Required qualifications, skills and capabilities:

  • Willingness to develop a deep understanding of current industry trends and experience working with Financial Advisors.
  • At least 5+ years financial services experience.
  • Superior communication skills and previous executive engagement experience.
  • A strong familiarity with investment products and services, model portfolios, tax management and/or knowledge of ETFs is a plus.
  • Exposure to or working directly with products/capabilities that integrate into advisors' technical/operational workflows.
  • Bachelor’s degree from an accredited 4-year university is preferred.

ABOUT US

JPMorgan Chase & Co., 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range 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 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.

JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

ABOUT THE TEAM

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.

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