Jp Morgan Wealth Management - Vice President jobs at Jpmorgan in United States, Plano
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Company (1)
Job type
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Job title (1)
United States
State
Plano
210 jobs found
17.08.2024
JPM
JPMorgan JP Morgan Wealth Management - Vice President United States, Texas, Plano
Lead strategic projects across the Practice Management organization, with a focus on client experience, advisor experience and driving key business initiatives. Identify opportunity areas in the business, bringing together relevant...
Develops a product strategy and product vision that delivers value to customers. Manages discovery efforts and market research to uncover Advisor solutions and integrate them into the product roadmap. Owns,...
Expert knowledge on the Goals-Based Analysis Tools. Deliver first-class level of service by responding to incoming inquiries from financial advisors on the goals-based planning process and financial planning tools (Goals-Based...
Client Experience – provide exceptional service and flawless execution on all service requests and inquiries, such as: understanding their digital experience, where to find forms, questions on equity holdings, and...
Assist self-directed on-line customers with service inquiries related to:Navigation of Chase.com (Helping clients self-service online)Trade Support (Corrections, Order inquires, trade exception resolution, credit risk)Cost Basis updates/Tax related inquiriesDividend/Corporate Action inquiriesMargin...
Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates. Support Private Client Investment Associate performance and development through onboarding and training,...
Partner with Divisional & Regional Directors, responsible for employee & customer relationship management across designated investments markets; support leadership to develop, communicate and execute upon growth strategies and initiatives. Provide...
Lead strategic projects across the Practice Management organization, with a focus on client experience, advisor experience and driving key business initiatives. Identify opportunity areas in the business, bringing together relevant...
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