Vice President, Defined Contribution Consultant, Wealth Management Solutions Greater New York City, NY Area

The Company is seeking a Solutions Team Vice President to join their Defined Contribution (DC) Consulting team. The successful candidate will be a territory-based sales and consulting partner, responsible for educating and promoting the DC Consulting Program to a designated group of Financial Advisors. This role involves cultivating a network of specialist advisors, driving program engagement, and leading consultative discovery with Advisors and their plan sponsor clients. The Vice President will also be involved in post-sale support, including implementation and ongoing investment monitoring, to ensure a strong client experience and support client retention and expansion. Applicants must have a minimum of 5 years' of direct experience in supporting retirement plan sales and servicing, with a detailed understanding of 401(k) and defined benefit plan service providers. The role requires the ability to anticipate client needs, deliver client presentations, and maintain a high level of productivity. The ideal candidate will be a self-starter, detail-oriented, and possess strong decision-making and multitasking skills. Proficiency in PowerPoint, Excel, and Word is essential, as is the ability to work remotely and interact professionally with Financial Advisors and clients. A FINRA Series 7, 66 licenses, and AIF (Accredited Investment Fiduciary) certification are also required, with a preference for additional industry designations such as CIMA or CRPS.

Hiring Company

JPMorgan Chase & Co.