Asset Management - Head of Retirement Solutions

Job Description
JP Morgan Asset Management (JPMAM) is a global leader in asset management with $3.5 trillion in assets, specializing in retirement solutions with $360 billion+ in AUM across defined contribution investment-only (DCIO) and employer recordkeeping for plan sponsor clients and their plan participants. Our expertise in market intelligence and understanding of saving behaviors allows us to deliver effective retirement solutions, helping individuals manage risk and achieve their goals. Join us in shaping the future of retirement.
As the Head of Retirement Solutions within JP Morgan Asset Management, you will play a crucial role in advancing our record-keeping strategy, spearheading product development, and optimizing service delivery to meet our ambitious long-term growth objectives. You will oversee the P&L of our platform recordkeeping business, focusing on scalability, promoting innovation, and maintaining operational excellence.
Job Responsibilities

• Lead service, product, and project teams for Retirement Link and Everyday 401k, focusing on scaling, innovation, and leveraging technology to enable growth. Drive P&L management for the overall platform business, focusing on scaling growth while controlling costs and optimizing pricing for enhanced profitability
• Set new product growth agenda and oversee product roadmap, including focused deployments and strategic initiatives like 403(b), SoloK, HSA's, Financial Wellness, and advisor-managed accounts
• Oversee outsourced vendor strategy with key strategic partnerships
• Partner with marketing and sales to evolve branding and positioning across Everyday 401k and Retirement Link
• Modernize and integrate Revenue Operations functions, execute pricing strategy, and streamline the sales journey to enhance speed and efficiency. Optimize onboarding new plans, including monitoring drop-off rates from won to onboarding
• Manage major projects and deployments, ensuring successful execution and alignment with strategic goals
• Define and evolve servicing and relationship management models to provide best-in-class service. Focus on client retention and Plan Sponsor Satisfaction Score, as measured by NMG Consulting
• Build strong relationships with key internal stakeholders across business lines, including Asset Management, Chase Bank, and Chase Wealth Management.
• Foster a positive work environment and drive employee satisfaction, as reflected in survey results
• Represent the retirement business at industry conferences and working groups, such as SPARK

Required qualifications, capabilities and skills

• Proven leadership skills with a strategic mindset and ability to drive growth and innovation
• Extensive experience evolving and scaling retirement platforms/recordkeeping, services, and operations, including working with advisors, plan sponsors, and consultants
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skill
• Ability to work collaboratively in a fast-paced environment
• Bachelor's degree
• Series 7, 63, 24

Preferred qualifications, capabilities and skills

• MBA preferred

About Us
JPMorganChase, 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, paid in the form of cash and/or forfeitable equity, 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. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. 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.