55ip Advisor Success Associate

Job Description

Working at 55ip means standing at the intersection of finance and technology—and at the cutting-edge of wealth management. We’ve been making rapid progress on our mission: to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering an intuitive experience and intelligent automation. 

Job summary: 

As an Advisor Success Associate within the Client Solutions team at 55ip, you will be responsible for helping financial advisors understand the value of 55ip’s Tax-smart Platform while offering timely, scalable solutions. You will play a key role in driving platform adoption in partnership with the Advisor Success and Business Development Teams. This role provides an opportunity to demonstrate your passion for the financial technology industry, offering solutions to a diverse group of RIA clients. A successful candidate must demonstrate their capabilities to work cross functionally both internally throughout all 55ip functions, from Product, Quantitative Research, Technology, Sales, and Service to supporting and driving financial advisors to adopt 55ip’s Platform and investment solutions.

Job responsibilities:
· Develop strong relationships with top-tier clients and prospects through consultative, proactive phone conversations that deliver the 55ip value proposition
· Provide superior client service by being responsive, thoughtful, and making the clients’ needs the focus
· Leverage cutting-edge technological tools to showcase our resources to financial advisors in a more user-friendly way
· Partner with Territory Lead / Regional ASMs (Advisor Success Manager) by being completely aligned on the objectives needed to achieve the 55ip’s asset (AUM) ramping goals
· Demonstrate effective relationship management skills by focusing on timely follow-up, advisor scheduling, and lead generation
· Convey the thought leadership of our Advisor Solutions team to aid clients’ understanding of the ever-changing market landscape and how they can benefit from leveraging 55ip’s platform

Required qualifications, skills and capabilities:
· 2+ years of financial services experience
· Expertise in utilizing a CRM, e.g. Salesforce
· Critical thinking and problem solving in a fast-paced environment
· Passion for sales and the financial markets – understanding the value of tax management
· Proven results shown through sustainable achievement in a competitive environment
· Demonstrated ability to work in a team and collaborate cross functionally
· Bachelor’s degree at minimum

Preferred qualifications, skills and capabilities:
· Related sales leadership experience preferred
· Capacity to build relationships across the entire organization and with our partner firms
· Preferred experience in asset and wealth management – including consulting with financial advisors

About Us

JPMorganChase, 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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

About the Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.​