J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader

About the role

As a Private Client Investment Associate Team Leader within JPMorgan Wealth Management, you will provide strategic leadership for a team that manages the recruiting, training, and development of Private Client Investment Associates. This role involves excelling in a complex, cross-functional organizational structure and demonstrating a proven track record of effective communication and influence across business units. You will spearhead projects that promote significant organizational change and impact, streamline team operations, and foster a culture of excellence and continuous improvement aligned with company objectives.

Responsibilities

• Develop and lead the strategic direction for the Advisor Support team, focusing on recruitment, onboarding, training, talent development, compensation, and advisor alignment.
• Serve as a key senior leader within Chase Wealth Management, collaborating closely with Divisional and Regional Field Leadership to deliver top-tier client service.
• Spearhead projects that drive significant organizational change and impact across various business functions.
• Streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives.
• Guide and mentor teams to strengthen collaboration between regions, markets, Private Client Investment Associates, and Advisors.

Requirements

• Strong communication skills with the ability to influence stakeholders at multiple levels.
• Innovative thinker with a track record of executing ideas.
• Proven ability to build and retain high-performing teams.
• Ability to motivate and empower others, fostering a climate of excellence.
• Demonstrated success in managing multiple priorities in a fast-paced environment and adaptability to change.
• Valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018.
• Valid and active Series 7 license.
• Valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of employment.
• Valid and active Series 9/10 or Series 24 license required or must be obtained within 60 days of employment.
• Travel required 50% of the time.

Preferred Qualifications

• Extensive experience in leading teams within a client-focused setting, preferably in Wealth Management or Consumer Banking.

Benefits

• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

Additional details about total compensation and benefits will be provided during the hiring process.

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 solve all their financial needs.

Our Consumer & Community Banking division serves Chase customers through personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. We lead the U.S. in credit card sales and deposit growth and offer the most-used digital solutions, ranking first in customer satisfaction.