Position available in Boston, MA

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. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J.P. Morgan, we\'ve experienced breakthrough growth. Today, over 240 financial advisor firms with $250 billion in discretionary assets (and counting) are using 55ip.

YOUR ROLE:

55ip is looking for a hands-on relationship management professional to build deep relationships with valued clients. Serving RIAs, multi-family offices and select institutional relationships, this individual will be tasked with fully understanding their business goals, successfully navigating across these organizations, and helping to create long-lasting customer loyalty to 55ip. Additionally, this individual will work collaboratively with their fellow Advisor Success team members to ensure we are optimizing our commercial impact while creating durability across all our relationships. We are looking for a team player who brings hustle, creativity, and insight to help grow our firm while making a profound impact with the firm\'s most critical clients. This individual must value collective success, thrive in a team environment, and operate with a growth mindse t

Job Responsibilities

• Ensure the overall satisfaction of your dedicated client coverage and make sure 55ip constantly exceeds client expectations
• Build deep relationships with across segmented client, fully understand their business goals and help them make the most out of our tax-smart investment strategy engine through all stages of client engagement
• Drive all aspects of client for rollout (scoping, onboarding, training) and ongoing adoption of 55ip\'s offering
  
• Deliver commercial teaching around model adoption, tax management, portfolio construction or product selection with credibility
• Create and surpass revenue goals for your assigned clients by driving broad adoption of our platform

Qualifications:

• Proven track record serving financial firms in a consultative manner in a relationship management or sales capability resulting in client satisfaction while generating incremental revenue for the firm
• Embody our core value of client advocacy," with the ability to thrive in a highly demanding, fast-paced environment
• High-level of comfort with and enthusiasm for technology-driven products and user experience
  Top performer with a proactive approach, "roll up your sleeves" mentality, and hunger to develop their skills and take on more responsibilities quickly
• A true passion for customer satisfaction
• Strong team spirit, adaptability to company culture and able to work effectively in collaboration with others, coordinating across teams
• 2+ years\' experience working directly with financial advisors in a success/sales/education/training capacity
• Strong process management skills
  
  

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. The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment. As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm\'s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm\'s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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. Equal Opportunity Employer/Disability/Veterans