J.P. Morgan Wealth Management – Private Client Investment Associate Program Manager

JPMorganChase

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profile Job Location:

Los Angeles, CA - USA

profile Monthly Salary: Not Disclosed
Posted on: Yesterday
Vacancies: 1 Vacancy

Job Summary

Description

The JPMorgan Wealth Management (JPMWM) business is dedicated to helping investors achieve their long-term financial goals. It encompasses Chase Wealth Management J.P. Morgan Advisors J.P. Morgan Self-Directed Investing J.P. Morgan Investments Direct and J.P. Morgan Personal Advisors. With $400 billion in assets under management and 4000 advisors across 3500 branches and 21 offices we are seeking aPrivate Client investment Associate Program Manager to lead our team of Private Client Investment Managers.

As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management you will be responsible for the strategic leadership of a team that manages the recruiting training and development of our Private Client Investment Associates. You will excel in a complex cross-functional organizational structure and have a proven track record of effective communication and influence across business units. This role provides an opportunity to spearhead projects that promote significant organizational change and impact across various business functions and to streamline team operations to foster a culture of excellence and continuous improvement aligning with company objectives

Job Responsibilities:

  • Develop and lead the strategic direction for our Advisor Support team focusing on key areas such as recruitment onboarding training talent development compensation and advisor alignment.
  • Serve as a key senior leader within Chase Wealth Management working 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.

Required Qualifications Capabilities and Skills:

  • 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
  • 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 capabilities and skills:

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

FEDERAL DEPOSIT INSURANCE ACT:

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such an employment offer for this position is contingent on JPMorganChases review of criminal conviction history including pretrial diversions or program entries.




Required Experience:

Manager

DescriptionThe JPMorgan Wealth Management (JPMWM) business is dedicated to helping investors achieve their long-term financial goals. It encompasses Chase Wealth Management J.P. Morgan Advisors J.P. Morgan Self-Directed Investing J.P. Morgan Investments Direct and J.P. Morgan Personal Advisors. With...
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About Company

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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

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