J.P. Morgan Advisors Business Specialist Vice President
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Job Location:
Portland, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
8 days ago
Vacancies:
1 Vacancy
Department:
Job Summary
J.P. Morgan Advisors the ultra-high net worth division of J.P. Morgan Wealth Management offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients specific needs.
As a Business Specialist within J.P. Morgan Advisors you will be responsible for overseeing the Advisors business operations partnering with leadership managing team workflow mentoring team members acting as a liaison between management and the Advisors team and identifying new business opportunities. The role requires a strong understanding of client needs teamwork and the ability to handle multiple assignments accurately.
Job Responsibilities:
- Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring training and performance management
- Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members JPMA partners (Client Onboarding Group middle office operations Banking etc.) and externally to clients
- Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance regulatory risk management operational and due diligence requirements and compliance with internal policies
- Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution escalation and creative solutions
- Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients investment objectives; grow new assets by identifying and developing new business opportunities from existing client base
- Perform special portfolio analysis on products. Attends product rollouts ideas calls and research meetings to stay current on all JPMAproducts and services
- Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients.
Required qualifications capabilities and skills:
- 7 years experience in Financial Services industry
- Strong understanding of the needs and sensitivities of clients
- Ability to work in a team-based environment
- Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment
- Experienced in working on a team with at least two additional Sales Associate
- Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
- Bachelors degree required
Required Experience:
Exec
Key Skills
- Change Management
- Financial Services
- Growing Experience
- Managed Care
- Management Experience
- Analysis Skills
- Senior Leadership
- Performance Management
- Process Management
- Leadership Experience
- negotiation
- Analytics
About Company
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans ov ... View more
