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529 Plan Jobs (NOW HIRING)

The Inline Group

Pediatrics Physician

Hutto, TX

$171K - $222K/yr

Benefits: - Medical/Dental/ Vision- Life for Physician and Dependent - AD&D - LTD - Employee Assistance Program - 401k with Company Match - Cell Phone Allowance - 529 Plan - Liability Insurance ...

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How much do 529 plan jobs pay per hour?

As of Jun 4, 2026, the average hourly pay for 529 plan in the United States is $17.07, according to ZipRecruiter salary data. Most workers in this role earn between $14.42 and $18.27 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a 529 Plan Administrator, and why are they important?

To thrive as a 529 Plan Administrator, you need a solid background in finance or accounting, knowledge of college savings plans, and often a relevant degree or FINRA/SEC certifications. Familiarity with plan management software, compliance systems, and financial reporting tools is crucial. Strong attention to detail, customer service orientation, and effective communication skills help ensure accurate plan administration and positive client relationships. These competencies are vital to managing funds responsibly, maintaining regulatory compliance, and supporting families' education savings goals.

What are the main responsibilities of a 529 Plan administrator, and how does this role collaborate with financial advisors and clients?

A 529 Plan administrator is primarily responsible for overseeing the management, compliance, and operational aspects of state-sponsored college savings plans. This role involves coordinating with investment managers, maintaining accurate records, ensuring regulatory compliance, and addressing client inquiries. Administrators frequently collaborate with financial advisors to provide up-to-date information and support for plan participants, helping clients understand plan benefits and resolve any issues. Regular communication and teamwork with internal departments, such as legal and compliance, are also essential to ensure the smooth functioning of the plan.

What is a 529 Plan?

A 529 Plan is a tax-advantaged savings plan designed to help families save for future education expenses. These plans are sponsored by states, state agencies, or educational institutions and can be used to pay for qualified education costs, such as tuition, fees, and room and board. The money invested in a 529 Plan grows tax-free, and withdrawals for eligible expenses are also tax-free. There are two main types: prepaid tuition plans and education savings plans. Each state may have different rules and benefits, so it's important to compare options before choosing a plan.

What is the difference between 529 Plan vs Financial Advisor?

Feature529 PlanFinancial Advisor
Primary FunctionTax-advantaged education savings accountPersonalized financial planning and investment advice
Work EnvironmentOnline platforms, banks, or investment firmsOffice, virtual meetings, client consultations
Required CredentialsNone specific, but knowledge of investment options helpsCertifications like CFP, CFA often required
Industry UsageEducation savings, personal financeFinancial planning, wealth management

While a 529 Plan is a specific savings vehicle for education expenses, a Financial Advisor provides comprehensive financial planning services, including investment strategies, retirement planning, and more. Both play roles in personal finance but serve different purposes and require different levels of expertise.

Asset Management - 529 Plan Relationship Manager & Investment Specialist , Vice President

Asset Management - 529 Plan Relationship Manager & Investment Specialist , Vice President

JPMorgan Chase & Co

Manhattan, NY • On-site

Full-time

Medical, Retirement

Posted 5 hours ago

JPMorgan Chase & Co. rating

8.1

Company rating: 8.1 out of 10

Based on 468 frontline employees who took The Breakroom Quiz

46th of 141 rated banks

Job description

J.P. Morgan Asset Management is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients.  Our Sales teams help our clients build stronger portfolios, for institutions, intermediaries and individuals alike. Our clients face an infinite set of portfolio building challenges. We meet them with a singular focus: to offer investment solutions designed to achieve their goals in the way that's best for them.

As a 529 Relationship Manager and Investment Specialist within J.P. Morgan Asset Management's Global Strategic Relationship team, you will work with our Education Savings team to develop a successful national sales strategy and deliver results against defined sales, activity and performance metrics. You will become an expert in education savings, representing our award-winning thought leadership platform to advisors and end-clients nationwide. You will also manage our relationship with our state client, overseeing all aspects including distribution, investments, marketing, and legal matters.

Job Responsibilities

  • Develop targeted sales strategy for delivering results against defined sales, activity and performance metrics and benchmarks
  • Work as part of collaborative team of education savings expect and partner with J.P. Morgan Asset Management's salesforce to help broaden reach of 529 plan solutions
  • Build effective cross-functional relationships with Sales, Marketing, Investments, Product, Legal and Operations to drive revenue and client success
  • Strategize with key broker-dealer firms on 529 plan goals and initiatives
  • Manage day-to-day relationships with existing State partners and Plan recordkeeper; work in conjunction with investment and marketing teams to develop quarterly board presentations, annual due diligence and investment reviews and manage proposals for 529 plan solution enhancements
  • Manage 529 product/portfolio/fund updates with the State partner; oversee product workflow and execution across internal + external stakeholders; update and maintain all internal sales and business reporting through SEP and other reporting sources  
  • Serve as part of team responsible for content development to position the Education Savings Team as industry thought leader; be subject matter expert to internal and external partners; support new hire training, sales desk and servicing support
  • Collaborate and guide marketing team on sales growth strategy and execution, target audiences, metrics/tracking, budget allocations; integrate and review product-specific updates across all client content and utilize industry and internal data to identify sales targets/trends
  • Support Head of Education Savings 529 Program Director in all aspects of sales, marketing, relationship management and business management; including project management of new product launches, disclosure updates and other 529 plan solution enhancements.

Required qualifications, capabilities and skills 

  • Bachelor's Degree in Finance or similar
  • 10+ years of asset management industry sales experience with proven sales success including strategy, execution and track record
  • Knowledge of 529 structures, rules and regulations
  • Demonstrated success and track record of developing and executing sales strategies that drive consistent results
  • Ability to lead institutional relationships and support 529 business across investments, client service, marketing and operations
  • Ability to negotiate with distribution partner firms, state partners and recordkeeper
  • Strong presentation and public speaking skills
  • Strong writing and analytical skills
  • Proficiency in Microsoft Office Suite 
  • Series 7 and 63 licensed
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.

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