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  5. Asset Management MAS Retirement Insights Strategist - Vice President
JPMorganChase logo

Asset Management MAS Retirement Insights Strategist - Vice President

Not Disclosed•Full-TimeOn-site

location_on342, West 30th Street, Chelsea District, Manhattan Community Board 4, Manhattan, New York County, New York, 10001, United States

Apply Now

About the Team

The Multi-Asset Solutions team within J.P. Morgan Asset Management (JPMAM) provides asset allocation solutions for the investment management needs of corporate and public retirement plans, endowments, foundations, and retail investors. Blending capital markets, strategic and active asset allocation, portfolio construction, and active risk budgeting capabilities with one of the broadest product offerings in the industry, the group has been managing diversified portfolios for over 50 years. Consisting of more than 100 investment professionals located in New York, London, and Asia, the group manages approximately $300 billion in global assets.

JPMorgan Chase, 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.

About the Role

As the Asset Management Multi-Asset Solutions Retirement Strategist - Vice President, you will report to the Chief Retirement Strategist and serve as a key driver of research, development, and delivery of retirement insights. Your mission is to improve retirement outcomes for financial professionals and plan sponsors while reinforcing JPMAM's thought leadership in the retirement space.

You will thrive in a fast-paced, multi-faceted environment where your passion for retirement and research translates into actionable strategy. Day-to-day, you will analyze proprietary and external data to identify behavioral trends, serving as a technical resource for JPMAM's Retirement Insights. A critical part of your role involves translating complex data into plain English to position JPMAM as a global thought leader. You will deliver this expertise through face-to-face presentations, white papers, bulletins, webcasts, and industry events, often traveling to partner with client advisor teams and deliver insights directly to a wide variety of clients.

Hiring Process

  • Application Review: Initial screening of qualifications and experience.
  • Interviews: A series of interviews focusing on research capabilities, technical knowledge of retirement planning, and client-facing communication skills.
  • Final Review: Discussion with the Chief Retirement Strategist and team fit assessment.
  • Offer: Compensation and benefits details provided during the hiring process.

Equal Opportunity & Culture

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 & Co. is an Equal Opportunity Employer, including Disability/Veterans.

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Work location

Work model: On-site

location_on

342, West 30th Street, Chelsea District, Manhattan Community Board 4, Manhattan, New York County, New York, 10001, United States

New York, New York

Key Responsibilities

  • check_circleAnalyze proprietary and external data to identify behavioral trends among client segments
  • check_circleResearch savings and spending behaviors to develop strategic insights for retirement plan fiduciaries
  • check_circleServe as a technical resource on retirement planning topics and product landscape
  • check_circleTranslate complex data into plain English to position JPMAM as a thought leader
  • check_circlePartner with client advisor teams through essential travel to deliver insights to diverse clients
  • check_circleDeliver actionable messaging via face-to-face presentations, white papers, webcasts, and industry events

Requirements

  • verifiedExperience in leading research projects
  • verifiedProven presentation and public-speaking skills
  • verifiedAbility to travel
  • verifiedExpert knowledge of retirement plan vehicles, rules and applications
  • verifiedUnderstanding of roles and responsibilities of recordkeepers, consultants, plan sponsors, financial advisors and asset managers
  • verifiedAdvanced degree or relevant industry designation (i.e. MBA; CFP®, CRPC®) preferred

Nice to Have

Advanced degree or relevant industry designation (i.e. MBA; CFP®, CRPC®)

Benefits & Perks

check_circleComprehensive health care coveragecheck_circleOn-site health and wellness centerscheck_circleRetirement savings plancheck_circleBackup childcarecheck_circleTuition reimbursementcheck_circleMental health supportcheck_circleFinancial coaching
JPMorganChase cover image
JPMorganChase logo
Company

JPMorganChase

Industry

Financial Services

Headquarters

New York, NY

Open Roles

6

JPMorganChase operates as a premier financial services institution headquartered in New York, NY, with origins dating back to 1799. As one of the oldest and most recognized global banks, the firm continues the innovative legacy of its heritage companies through extensive operations spanning 100 markets worldwide. The organization manages assets and investments while delivering comprehensive business strategies and innovative banking solutions to a diverse client base. The company serves millions of individual customers alongside prominent corporate, institutional, and government entities on a daily basis. Its global footprint enables the delivery of critical financial services that support economic activity across various sectors. As an Equal Opportunity Employer, JPMorgan Chase & Co. ensures that all qualified applicants receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. This commitment to inclusivity underpins the firm's approach to building a diverse workforce capable of serving a global clientele effectively.
View company profilearrow_forwardlanguageWebsitelinkLinkedIn
Quick Overview

Experience

Executive

Education

Advanced degree or MBA preferred

Job Type

Full-Time

Skills Required

MbaCFPCRPC
arrow_forward
Recrutus

Curating the world's most innovative career opportunities. We bridge the gap between visionary talent and industry-leading companies.

Search roles by city, category, skill, or job type — explore verified employers, salary benchmarks, and remote-friendly teams across India and beyond.

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Job seekers
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Recrutus helps candidates discover roles that match their skills and helps teams reach qualified applicants faster. Browse by metro, discipline, or work style — from internships to senior leadership.

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Accessibility