55ip - Enterprise Relationship Manager - Vice President

Position available in Boston, MA

Job Summary:

In this role, you will be responsible for managing 55ip’s select strategic relationships with primary focus on Asset Managers, Broker-Dealers and Enterprise RIA platforms. The Enterprise Relationship Manager will serve as the primary point of contact across the client’s organization, and work with internal partners to maintain relationship oversight, triage escalation issues, support sales enablement, and provide strategic planning at the relationship level. The individual will be expected to work in partnership with both Enterprise Sales and Product to drive successful engagement with clients and ultimately increased platform adoption.

 Job Responsibilities:

• Strategic Relationship Management: Support, maintain and expand relationship with a segmented list of existing clients with the goal of driving continued platform adoption, designing enterprise support models, and deepening partnership. 
• Product and Operational Collaboration: Have a deep understanding of 55ip’s technical product architecture and operational workflows that are integrated with clients to support and triage client workflows/issues.
• Business Development Planning: show an aptitude and appetite to deliver high-quality outbound client engagement activity in coordination across 55ip clients, partners, and own resources
• Facilitate Feedback: Own the cadence and collection of feedback from clients and partners to ensure success and collection of “data” to formulate Client Engagement and Integration Planning for enhancements, including Executive engagement/reporting results
• Client Engagement Planning & Process: Coordinate activities and training in conjunction with clients to align and execute business plans to increase awareness and adoption of the 55ip platform among a subset of financial advisors, in orchestrated team selling process, using the expertise and resources within 55ip to deliver a commercial outcomes
• Business leadership: Must have an appetite to grow and expand as 55ip continues its push to becoming the “Industry Standard” in tax-smart investment management and be capable of identifying areas where there's a need to design new processes

Required Qualifications, Skills and Capabilities:

• Willingness to develop a deep understanding of current industry trends and experience working with Financial Advisor
• At least 5-8 years financial services experience
• Superior communication skills and previous executive engagement experience
• A strong familiarity of investment products and services, model portfolios , tax management and/or knowledge of ETFs a plus
• Exposure to or working directly with products/capabilities that integrate into advisors technical/operational workflows
• Bachelor’s degree from accredited 4-year university

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and 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