J.P. Morgan Wealth Management - Talent Development Lead, Associate
J.P. Morgan Wealth Management - Talent Development Lead, Associate
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Job Description
The J.P. Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business J.P. Morgan Advisors and our Self-Directed online investing platform. The combined business has $650 billion in assets under management and 4500 advisors with close to 5000 locations.
As a Talent Development Lead within J.P. Morgan Wealth Management you will be responsible for the successful onboarding of new employees to the service center ensuring they become fully licensed and productive in their roles. You will also develop and refine career progression for Service Center roles and potential career paths in Wealth Management outside of the service organization. This role is people-focused dedicated to enhancing the overall employee experience and fosters teamwork and collaboration with all employees stakeholders and partners.
Job Responsibilities:
- Directly manage newly hired investment professionals in your service center addition to managing all service professional during their training and licensing period these hiring managers work with other service organizations across the firm to develop employee interest in licensed service center roles and help prepare both external and internal new joiners for a career in brokerage service at JPMC
- Partner with HR tomanageand maintain Wealth Management Service Center career paths in order to prepare internal employees for specialty service roles leadership and service center support roles.
- Continue to develop a career path from the Wealth Management Service Center to advisor roles in Wealth Management partnering closely with the Wealth Management campus recruiting program Financial Advisor Development track.
- Manage relationships with other service areas across the firm for cross function strategies when volume dictates.
- Partner closely with recruiting to ensure hiring targets are met and work with pre-employment training and systems onboarding partners to ensure new hires are on boarded efficiently and successfully complete licensing and training.
- Partner with Recruiting Licensing & Registration and Technology to ensure a positive and consistent onboarding experience.
- Implement a welcome experience for new investment professionals. Understand timelines and expectations around U4 Registration activities Licensing Study and Exams Insurance Licensing activities Technology Hardware and Software provisioning/access.
- Maintain and further develop management reporting that tracks the success of the new hire process career progression and development programs.
Required qualifications capabilities and skills:
- 2 years experience in people management responsibilities including performance management development and team capacity planning and leadership
- Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes
- Prior experience managing end-to-end processes with a focus on creating best in class experiences with a strong customer service mindset
- Strong leadership interpersonal relationship management and collaboration skills.
- Ability to create and foster strong partnerships with business partners to influence positive change
- Self-driven customer-focused proactive results-oriented
- Focus on driving continuous process improvement
- Detail oriented strong analytical/problem solving and organizational skills
- Excellent oral and written communication skills. High degree of comfort presenting information to various levels of the organization
- Ability to manage multiple priorities in a fast-paced environment to perform well under pressure highly adaptive to change
- Demonstrated proficiency with Microsoft Office software (Word Excel PowerPoint Outlook etc.)
Preferred qualifications capabilities and skills:
- Bachelors degree preferred
- 3 years of brokerage/financial services industry experience. Familiarity with Chase Wealth Management is preferred
- FINRA Series 7 66 (or equivalent) 9/10 (or equivalent) in addition to meeting FINRA continuing education requirements and ability to hold registration in all 50 states preferred
- Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes is preferred
- Prior experience managing end-to-end processes with a focus on creating best in class experiences. Strong customer service mindset is preferred
Required Experience:
IC
Employment Type
Full-Time
