J.P. Morgan Advisors - Client Service Manager - Vice President - San Francisco, CA

Job Responsibilities

• Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
• Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
• Recruit, select, onboard, train administrative and sales support staff.
• Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings.
• Educate all employees on administrative policies and procedures as well as Firm's best practices.
• Conduct performance reviews and exercise professional discretion for compensation, promotions, disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy.
• Partner with functional groups across the line of business on process improvement and day-to-day problem solving.
• Supervise and manage human resources, benefits issues, attendance, and vacation.
• Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary.
• Partner with Regional Director and New York Management to address any management or staffing issues.

Required Qualifications, Capabilities, And Skills

• FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully obtain within 180 days from start date.
• Degree in Business, Finance, or other related business discipline.
• Minimum of 3 years financial services management experience.
• Experience in the training field or branch administrator in financial services.
• Understanding of wealth management business, sales force, and investment products.
• Knowledge and understanding of KYC and Regulatory requirements.
• Project management, problem-solving and time management skills.
• Experience with facilitating training sessions (both classroom and virtual).
• Strong working knowledge of PowerPoint, Word, Excel.

Preferred Qualifications, Capabilities, And Skills

• Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team.
• Ability to interface with people at different levels within the organization and various locations.
• Excellent verbal and written communication skills.
• Ability to multi-task and work well under pressure.
• Prior experience in meeting deadlines and exceeding expectations.
• Ability to perform well in a deadline-driven, fast-paced environment.
• High attention to detail, good analytical skills, must be a team player.