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JPMorgan Chase Asset Management, Internal Client Advisor- Retirement Link, Associate in Chicago, Illinois

Our Team

The Retirement LinkSM ICA position is part of Asset Management U.S Funds Sales Organization and is based in Chicago, Illinois. Retirement Link provides bundled recordkeeping and retirement plan services to private sector defined contribution retirement plans for small to mid-sized plans. The product combines the breadth of J.P. Morgan Asset Management's investment capabilities with J.P. Morgan's service & insights to plan sponsors. This role will report to the Director of Product for Retirement Link and is instrumental in helping deliver on the overall product strategy.

Our mission is to be our clients' premier partner in helping individuals achieve a successful retirement. We build consultative relationships that address clients' challenges and goals. Our approach is an integrated perspective and unique understanding of the interplay between investments, plan design, administration and communications.


The Retirement Link ICA will partner with advisors and Chase Middle Market Bankers to support the Retirement Sales and Service teams, working with other internal peers, Marketing, service, the conversion team and Finance to develop, implement, manage, and promote our retirement offerings.


  • Education - bachelor's degree

  • Experience - Minimum of two to three years of demonstrated sales experience

  • Retirement plan sales and/or investment product knowledge preferred

  • Licenses - FINRA Series 6,63 or 7 licensed preferred

  • Proficiencies - solid competency in Microsoft applications including Sales Force, Outlook, Excel, Word and PowerPoint.

  • Strategic and Critical Thinking - ability to think through pricing scenarios and understand complex industry content

  • Project management - manage and execute multiple projects with consistent quality deliverables working with multiple stakeholders in a fast-paced environment.

  • Analytical Skills - identify risks, opportunities and appropriately evaluate and prioritize

  • Client Focus - understand the unique needs of retirement clients

  • Innovation - identify opportunities to stay in front of clients and to advance sales prospects while differentiating products and features

  • Relationship Skills - strong relationships and collaboration skills to partner with internal and external colleagues at all levels

JPMorgan Chase & Co., 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.

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. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans