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Senior Enterprise Advisor Success Manager
1 month ago
About the Role:
We are seeking a highly motivated and experienced Senior Enterprise Advisor Success Manager to join our team at JPMorgan Chase. As a key member of our Enterprise Advisor Success team, you will be responsible for managing our strategic relationships with 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.
Key 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.
Requirements:
- 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. is one of the oldest financial institutions, offering 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.
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.