J.P. Wealth Management National Branch Remote Advice Site Leader - Executive Director
- Think strategically, set clear goals, and communicate, collaborate, and influence effectively to advance J.P. Morgan Wealth Management's objectives.
- Establish new regional center(s) by recruiting, hiring, and staffing top talent-partnering with internal recruiting resources and leveraging personal networks.
- Manage the talent strategy for assigned site(s) and/or regions, ensuring the growth and career development of advisors and leaders.
- Play a leadership role in developing alternative investment channels, including client access to digital tools and financial advisors.
- Ensure talent and performance strategies are in place to coach, develop, and promote Financial Advisor Team Leads, including conducting call monitoring reviews to maintain quality interactions.
- Own end-to-end leadership of the client and employee experience within the site(s).
- Champion diversity and inclusion across all staff.
- Serve as a visionary who shapes the use of technology to meet customers' current and future needs.
- Partner closely with Legal, Risk, Control, and Compliance teams, and manage all day-to-day administrative, supervisory, and operational aspects of the site(s) to achieve J.P. Morgan Remote Wealth Management's strategic objectives.
- Drive integration with One Chase partners, including but not limited to Banking, Lending, and Digital.
- Lead key initiatives, process improvements, and resolution of challenges identified at the site location(s) on a daily basis.
- Make tactical decisions and execute plans (e.g., test-and-learn call deployment, managing call volume spikes due to market conditions, resiliency issues, etc.).
- Translate knowledge of financial markets and economic trends into effective growth strategy execution.
Qualifications:
- 10+ years of leadership experience in wealth management or brokerage, with strong business and investment acumen, including knowledge of investment products, IRAs, managed accounts, and employee benefit programs.
- Proven ability to balance strong results with sound risk management, backed by a strong compliance record.
- Skilled at managing multiple priorities in a fast-paced environment and adapting readily to change.
- Excellent communication skills, with experience presenting to large audiences across various levels of the organization.
- Highly organized and detail-oriented, with demonstrated proficiency in Windows and Microsoft Office (Word, Excel, PowerPoint, etc.).
- Active Series 9/10 license required.
- Active Series 7 license required.
- Active Series 66 license required, or must be obtained within 60 days of starting as a condition of employment.
- Active Life and Health Insurance license required, or must be obtained within 60 days of starting as a condition of employment.
- Bachelor's degree preferred, or equivalent work experience required.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
- An investment industry leader with 10 years or more of leadership experience in wealth management or brokerage; strong business and investment acumen - knowledge of Investment Products, Individual Retirement Accounts (IRAs), managed accounts, and employee benefit programs required
- Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)
- Ability to manage multiple priorities in a fast-paced environment; adaptive to change
- Excellent communication skills, highly professional and experienced in creating and presenting information to large audiences at various levels of the organization
- Extremely organized and detail oriented, demonstrated knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, etc.)
- A valid and active Series 7
- A valid and active Series 66 license is required or ability to obtain within 60 days of starting in the role as a condition of employment
- FINRA Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment
- A valid and active Life and Health Insurance license is required or may be obtained within 60 days of starting in the role as a condition of employment
- Bachelor's Degree preferred or equivalent work experience required
- Thinks strategically, sets goals, communicates clearly and collaborates & influences appropriately to accomplish JP Morgan Wealth Management goals
- Establishing new regional center/s by recruiting, hiring and staffing top talent partnering with internal recruiting resources and leveraging personal network.
- Responsible for managing talent strategy of the site/s and/or Regions assigned to them, and ensuring growth and career development of advisors and leaders
- Play a leadership role in developing alternative investment channels that include client access to digital tools and financial advisors
- Ensure talent and performance strategies are in place to coach, develop and promote Financial Advisor Team Leads, including performing call monitoring reviews to ensure quality interactions
- End to end leadership and ownership of client and employee experience within the site/s.
- Champion diversity and inclusion across all staff.
- Be a visionary who influences the use of technology to meet the customers' needs of today and the future
- Closely partner with Legal, Risk, Control and Compliance and be expected to manage all day-to-day administrative, supervisory and operational aspects of the site/s in order to achieve JP Morgan Remote Wealth Management strategic objectives
- Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital
- Responsible to drive key initiatives, process improvements and resolution of key challenges in the site location/s that are identified on a daily basis
- Responsible for making tactical decisions, and execute plans (e.g. test and learn call deployment, call volume spike due to market conditions, resiliency issues, etc.)
- Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
