At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the J.P. Morgan Wealth Management businesses and One Chase partnerships. This role requires you to be flexible and work in an environment operating at a rapid pace.
Job responsibilities
- Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates
- Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise
- Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team
- Provide field feedback to practice management on key initiatives
- Review and approve time and attendance records for Private Client Investment Associates
- Assist with resolution of various technology issues
- Maintain and update Independent Advisor coverage report
- Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors of Wealth
- Maintain and track revenue share agreements for Private Client Investment Associates
- Strengthen relationships with internal business partners including One Chase partners and branch leadership
- Focus on the employee experience, help define and drive an inclusive culture within the organization
Required qualifications, capabilities, and skills
- At least 3 years of experience leading teams and coaching in a client-focused environment
- A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education requirements
- FINRA Series 9/10 (or equivalent), required or must obtain within 60 days of employment
- Ability to act as an innovative thinker able to drive future engagement with clients to provide an exceptional experience
- Ability to create a climate in which people want to do their best by motivating and empowering others by inviting input from each person and sharing ownership and visibility
- Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
- Possess strong communication skills, highly professional, attention to detail and excellent follow-through
- High degree of Wealth Management and investment product and technology acumen
- Ability to travel 25% of the time