Position Overview: As the Vice President, Relationship Manager for Retirement Link, you will be at the forefront of managing and nurturing a portfolio of mid-sized 401(k) plans. Your role is pivotal in understanding and exceeding client expectations, while fostering strong partnerships with key institutional partners. You will be responsible for delivering exceptional service, strategic insights, and tailored solutions that align with our clients' retirement goals.

Key Responsibilities:

• Client Relationship Management: Develop and maintain strong, long-lasting relationships with a portfolio of mid-sized 401(k) plan clients. Serve as the primary point of contact, ensuring client satisfaction and retention.

• Strategic Partnership Building: Collaborate with key institutional partners to enhance service delivery and identify opportunities for growth and innovation within the retirement plan space.

• Consultative Solutions: Understand clients' unique needs and objectives, providing strategic insights and customized solutions to optimize their retirement plans.

• Performance Monitoring: Regularly review and analyze plan performance, providing clients with actionable recommendations to improve plan outcomes and participant engagement.

• Compliance and Risk Management: Ensure all client interactions and plan activities comply with regulatory requirements and company policies, mitigating potential risks.

• Market Insights and Trends: Stay informed about industry trends, regulatory changes, and competitive landscape to proactively address client needs and position J.P. Morgan Asset Management as a thought leader in the retirement space.

Qualifications:

• This position requires a minimum of 10 years’ experience in the retirement industry

• Bachelor's degree in Finance, Business Administration, or a related field; MBA or relevant professional certification is a plus.

• Proven experience in relationship management within the financial services industry, preferably with a focus on retirement plans.

• Strong understanding of 401(k) plan administration, compliance, and investment strategies.

• Excellent communication, negotiation, and interpersonal skills.

• Demonstrated ability to build and maintain strong client relationships and strategic partnerships.

• Analytical mindset with the ability to interpret data and provide actionable insights.

If you are a strategic thinker with a passion for client success and a deep understanding of the retirement plan landscape, we invite you to apply for the Vice President, Relationship Manager position at J.P. Morgan, Retirement Link. Join us in shaping the future of retirement solutions and making a meaningful impact on our clients.