J.P. Morgan Advisors - Business Specialist - Vice President

Job Responsibilities

• Oversight of sales support efforts for a J.P. Morgan Advisors team.
• Coordination and completion of client service-related projects and operational issues.
• Supervision of junior sales support, including hiring, training, and performance management.
• Regulation and improvement of workflow within the group, including identifying opportunities to enhance efficiency.
• Development of procedures for addressing logistical and administrative client concerns.
• Improvement of communications between team members, JPMA partners, and external clients.
• Extensive client contact and coverage responsibilities, including serving as the primary point of contact for key client relationships.
• Collaboration with other teams to ensure compliance, regulatory, risk management, operational, and due diligence requirements are met.
• Attendance at client meetings as necessary.
• Completion of ad hoc client-related projects as needed.
• Navigating the firm/client issue resolution, escalation, and creative solutions.
• Identification and development of new business opportunities for the Financial Advisor.
• Special portfolio analysis on products.
• Participation in product rollouts, ideas calls, and research meetings to stay current on all JPMA products and services.
• Aid and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients.

Required Qualifications, Capabilities, And Skills

• At least 7 years' experience in the Financial Services industry.
• Strong understanding of the needs and sensitivities of clients.
• Ability to work in a team-based environment.
• Experience handling multiple concurrent assignments with a high degree of accuracy and meeting deadlines in a high-pressure environment.
• Experience working on a team with at least two additional Sales Associates.
• Licenses 7 & 66 strongly preferred.
• Bachelor's degree required.

About Us

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 meet 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, awarded in recognition of individual achievements and contributions. We also provide a range of benefits and programs to meet employee needs, including 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

About The Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings, and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.