Drive U.S. Retirement Funds sales support—coordinate implementations, approvals, communications, RFPs, CRM, and reporting.
You are a strategic thinker passionate about driving solutions in U.S. Retirement Funds Sales Support. You have found the right team.
As a Sales Support Analyst within our U.S. Funds Sales & Client Services (US Retirement) team, you will support the “Retirement Link” and “Everyday 401K” businesses by enabling end-to-end sales and service execution through cross-functional coordination.
Job Responsibilities
- Support onshore J.P. Morgan partners to meet sales and service objectives in a compliant and timely manner.
- Coordinate with implementation managers to onboard clients and manage new/existing contracts, renewals, and amendments.
- Ensure monthly FINRA correspondence is received and submitted through the internal approval workflow.
- Facilitate creation of plan and participant communications for prospective and existing clients.
- Produce periodic plan review materials and coordinate delivery for existing clients.
- Execute ongoing business governance activities in partnership with onshore product managers.
- Assist client advisors and internal client advisors with prospecting support and sales enablement requests.
- Review and complete plan and participant communications by coordinating required approvals and stakeholder inputs.
- Submit completed RFPs through the internal approval system and track completion milestones.
- Maintain internal databases, systems, and applications to enable smooth handoffs across the sales cycle.
- Deliver standard and ad hoc reporting, CRM maintenance, and partner inquiries aligned to business priorities.
Required qualifications, capabilities and skills
- MBA (Finance) or CFA with at least 1 year of industry experience and knowledge of the sales process.
- Understand investment philosophies and asset classes.
- Demonstrate strong quantitative orientation and data analytics capability.
- Possess proficiency in Adobe Professional and MS Office (Excel, Word, Access, SharePoint, PowerPoint).
Preferred qualifications, capabilities and skills
- Hold CFA (if not already) or equivalent investment/retirement domain credential.
- Bring experience supporting defined contribution/retirement plan solutions (401(k)) and related client communications.
