Asset Management - Head of Retirement Solutions

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.

• 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

• 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

• MBA preferred