Job Description
This position is responsible for the development and delivery of retirement insights to financial professionals, plan sponsors and policymakers to improve retirement outcomes and reinforce JPMorgan Asset Management’s (JPMAM) thought leadership in the retirement space.
Job Summary
As the ERISA - Retirement Insights Director on the Asset Management Retirement Solutions team is an exciting and multi-faceted role. You should have a passion for retirement and strong experience in ERISA.
Job Responsibilities
- Expert-level knowledge of ERISA, DOL and IRS rules and regulations
- Deep understanding of legal, regulatory and legislative issues, with the ability to interpret new and proposed developments along with the implementation details and serve as team’s technical resource for the legislative/regulatory elements.
- Experience with a wide range of retirement-planning vehicles across the defined contribution and individual retirement spaces, and understanding of applications to meet a variety of client needs.
- Experience with asset management product solutions including fluency in target-date and retirement-income and partner with marketing team on developing messaging
- Active pulse on the latest trends and developments in the defined contribution space, with the ability to proactively translate legal, regulatory and legislative updates into plain English, with the goal of JPMAM being first-to-market with key insights.
- Demonstrated ability to lead research projects to develop insights for institutional and retail client audiences, and promote thought leadership via white papers, bulletins, webcasts and industry events.
- Maintain JPMAM’s leadership position by representing the firm’s research and insights across industry conferences, webcasts, roadshows and platform relationships.
Required Qualifcations, Capabilities And Skills
- Fiduciary and client-focused mindset
- Expert knowledge of retirement plan vehicles, rules and regulations
- Proven presentation and public speaking skills
- Ability to travel and partner with sales force in a variety of client settings
- Understanding of the roles and responsibilities of recordkeepers, consultants, plan sponsors, financial advisors and asset managers
- Demonstrated ability to proactively engage internal stakeholders and share ideas across large and diverse teams in both the institutional and retail spaces
Preferred Qualifcations, Capabilities And Skills
- Advanced degree (i.e. J.D.; CPA) is a plus
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. Visit our FAQs for more information about requesting an accommodation.
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.
