55ip - Business Development Associate (RIA) at JPMC Candidate Experience page

Boston, Massachusetts, United States -

Full Time

Start Date

Immediate

Expiry Date

23 May, 26

Salary

125000.0

Posted On

22 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Lead Generation, Qualification, Sales Support, Outreach Campaigns, Product Expertise, Value Proposition Communication, Client Engagement, Product Demos, Pipeline Management, CRM Systems, Collaboration, Market Intelligence, Communication, Presentation, Interpersonal Skills, Organizational Skills

Industry

Financial Services

Description

55ip is a financial technology company whose purpose is to break down barriers to financial progress. Wealth management enterprises and financial advisors use 55ip’s tax-smart investment strategy engine to dramatically improve their efficiency and effectiveness. 55ip’s intuitive experience and intelligent automation elevate portfolio design and delivery, helping advisors save time and drive better outcomes for their clients. At the heart of the experience is 55ip’s ACTIVE Tax® Technology, which includes tax-smart transitions, management, and withdrawals. 55ip is becoming the industry standard by connecting to platforms where advisors manage their client accounts, enhancing workflow and reducing the need to move the assets. Job summary: As an Business Development Associate (RIA) on the 55ip Business Development RIA team you will focus on supporting the sales efforts targeting Registered Investment Advisors (RIAs) to utilize to 55ip’s platform. You will play a critical role in supporting the sales process, building relationships with prospective clients & asset management partners, and helping RIAs understand the value of 55ip’s solutions. Job responsibilities Lead Generation & Qualification: Identify, research, and qualify prospective RIAs who can benefit from 55ip’s platform. Sales Support: Partner with Business Development Managers to execute outreach campaigns, engaging our asset management partners, and preparing sales materials/presentations. Product Expertise: Develop a deep understanding of 55ip’s technology, features, and benefits to effectively communicate value propositions to RIAs. Client Engagement: Conduct introductory calls, product demos, and follow-ups with prospective clients to move them through the sales funnel. Pipeline Management: Maintain accurate records of all sales activities and client interactions in CRM systems. Collaboration: Work closely with marketing, product, and the Advisor Success Teams to ensure a seamless client experience. Market Intelligence: Stay informed about industry trends, competitor offerings, and regulatory changes impacting RIAs. Required qualifications, skills and capabilities: Bachelor’s degree in Finance, Business, Economics, or related field. 3+ years of experience in financial services, fintech, or sales support (internships included). Strong interest in investment management, fintech, and the RIA channel. Excellent communication, presentation, and interpersonal skills. Self-starter with strong organizational skills and attention to detail. Experience with CRM tools (e.g., Salesforce) is a plus. 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 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.

Responsibilities

The Associate will focus on supporting sales efforts targeting Registered Investment Advisors (RIAs) to adopt the 55ip platform by building relationships and communicating value. Key duties include lead generation, sales support through outreach and material preparation, conducting product demonstrations, and managing the sales pipeline via CRM.