[Hiring] Wealth Management Site Leader @JPMorgan Chase & Co.

Role Description

As the Remote Wealth Management Site Leader within US Wealth Management, you will lead multiple Advisor teams that work in a team environment to offer comprehensive investments solutions and advice to team members.

• Thinks strategically, sets goals, communicates clearly and collaborates & influences appropriately to accomplish JP Morgan Wealth Management goals.
• Establishing a new regional center by recruiting, hiring and staffing top talent partnering with internal recruiting resources and leveraging personal network.
• Responsible for managing talent strategy of the site, 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 consultants.
• Ensure talent and performance strategies are in place to coach, develop and promote Financial Consultant Team Leads, including performing call monitoring reviews to ensure quality interactions.
• 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 in order to achieve JP Morgan Wealth Management Investment Direct strategic objectives.
• Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital.
• Respond to events, make 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.

Qualifications

• 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.

Preferred Qualifications

• Bachelor’s Degree preferred or equivalent work experience required.

Benefits

• Competitive total rewards package including base salary determined based on the role, experience, skill set and location.
• 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.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching and more.