Enterprise Business Development - Associate

Responsibilities

• Build and nurture relationships with premier clients and prospects via consultative, proactive phone conversations that convey 55ip's value proposition.
• Deliver outstanding client service by staying responsive, thoughtful, and focused on client needs.
• Use advanced tech tools to present 55ip resources to financial advisors in a user-friendly format.
• Collaborate with the Enterprise Advisor Success Manager to align on objectives for achieving asset growth (AUM) ramp goals.
• Demonstrate strong relationship-management skills with timely follow-up, advisor scheduling, and lead generation.
• Share the Advisor Solutions team's thought leadership to help clients understand market dynamics and how to benefit from the 55ip platform.

Requirements

• Bachelor's degree required at minimum.
• Passion for sales and the financial markets with an understanding of the value of tax management.
• Proven track record of sustainable results in a competitive environment.
• Demonstrated ability to work in a team and collaborate cross functionally.
• Ability to learn and demonstrate industry and product knowledge by understanding the client, competition, and marketplace.
• Capacity to build relationships across the entire organization and with partner firms.
• Willingness to wear multiple hats and support the buildup of new functions.

Technologies

• Salesforce

Benefits

• Base salary range of USD 85,500 - 150,000 per year, based on role, experience, skill set, and location.
• Commission-based pay and discretionary incentive compensation (cash and/or equity).
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

About Us

JPMorganChase is one of the oldest financial institutions, delivering innovative financial solutions to millions of consumers, small businesses, and many prominent corporate, institutional, and government clients under the J.P. Morgan and Chase brands. With more than 200 years of history, the organization is a leader across investment banking, consumer and small business banking, commercial banking, financial transaction processing, and asset management.

About the Team

J.P. Morgan Asset & Wealth Management provides industry-leading investment management and private banking solutions. Asset Management serves individuals, advisors, and institutions with strategies spanning asset classes through a global network of investment professionals. Wealth Management helps individuals, families, and foundations align their finances with goals and priorities.