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דרושים Jp Morgan Wealth Management - Market Director East ב-גיי פי מורגן ב-United States, Henderson

מצאו את ההתאמה המושלמת עבורכם עם אקספוינט! חפשו הזדמנויות עבודה בתור Jp Morgan Wealth Management - Market Director East ב-United States, Henderson והצטרפו לרשת החברות המובילות בתעשיית ההייטק, כמו Jpmorgan. הירשמו עכשיו ומצאו את עבודת החלומות שלך עם אקספוינט!
חברה (1)
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
אזור
Henderson
נמצאו 3 משרות
01.07.2025
JPM

JPMorgan JP Morgan Wealth Management – Private Client Advisor - Hende... United States, Nevada, Henderson

Limitless High-tech career opportunities - Expoint
Own and evolve the MMF clearing platform and associated off-balance sheet liquidity products with a client-first mindset. Lead the design and execution of product enhancements to support scale, automation, and...
תיאור:

Job Responsibilities:

  • Own and evolve the MMF clearing platform and associated off-balance sheet liquidity products with a client-first mindset
  • Lead the design and execution of product enhancements to support scale, automation, and operational resilience
  • Collaborate with Legal, Compliance, and Risk to ensure product structures align with regulatory and internal control frameworks
  • Define product strategy and roadmap across multiple geographies and business lines
  • Partner with Service and Sales to define and develop product positioning, client collateral, and training
  • Drive development and delivery of data, reporting, and analytics tools for internal stakeholders and external clients
  • Manage product governance forums, documenting decisions and delivering executive level updates
  • Lead cross-functional project teams from idea to implementation including onboarding flows, system enhancements, and client migrations
  • Develop and maintain product KPIs, dashboards, and MIS tools to measure performance and inform strategy
  • Ensure scalability of platforms by defining product and operational processes and leading control improvements

Required Qualifications, Capabilities, and Skills:

  • Experience in Product Management, Product Development, or related functions within financial services
  • Deep understanding of institutional money market funds, liquidity management, and sweep and client-directed trading solutions
  • Proven ability to lead cross-functional projects and influence without direct authority
  • Experience working in or with broker-dealers and clearing organizations preferred but not required
  • Strong knowledge of regulatory considerations and financial market infrastructure
  • Ability to write high-quality business documents, governance materials, and product specifications
  • Proficiency with data visualization and reporting tools (e.g., Tableau, Visio, Excel, PowerPoint)
  • Strategic thinker with strong execution capabilities
  • Exceptional communication and stakeholder management skills across functions and seniority levels
  • Ability to manage complex issues independently while escalating when needed
  • FINRA Series 99 (or willingness to obtain within first 6 months)
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09.06.2025
JPM

JPMorgan JP Morgan Wealth Management - Market Director East United States, Nevada, Henderson

Limitless High-tech career opportunities - Expoint
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. Generate business results and acquire...
תיאור:

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.


Job Responsibilities

  • Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
  • Generate business results and acquire new assets, both from existing client base and new client acquisition
  • Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
  • Partner with internal specialists to provide interdisciplinary expertise to clients when needed
  • Connect your clients across all lines of business of J.P. Morgan Chase & Co.
  • Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
  • Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required qualifications, capabilities and skills

  • Six plus years of work experience in Private Banking or Financial Services
  • Bachelor’s Degree required
  • Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
  • Proven sales success and strong business acumen
  • Strong community presence with an established network
  • Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
  • Focuses on the client experience and works tirelessly on the client’s behalf

Preferred qualifications, capabilities and skills

  • Proactive, takes initiative, and uses critical thinking to solve problems
  • MBA, JD, CFA, or CFP preferred
  • Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
  • Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
  • Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
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משרות נוספות שיכולות לעניין אותך

22.04.2025
JPM

JPMorgan JP Morgan Wealth Management – Private Client Advisor - Hende... United States, Nevada, Henderson

Limitless High-tech career opportunities - Expoint
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
תיאור:

As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
  • Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
  • Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
  • Demonstrate a deep understanding of financial markets and sound business judgement
  • Exhibit unwavering integrity that points toward doing right by clients at every opportunity
  • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
  • Provide a holistic view of clients’ needs and financial coaching beyond investments
  • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
  • At least 2 years in a Financial Advisor role or equivalent financial services experience
  • Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
  • Demonstrated ability and commitment to goals-based planning and advice
  • A valid and active Series 7
  • A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
  • A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
  • Certified Financial Planning (CFP®) certification is preferred
  • Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:

• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
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משרות נוספות שיכולות לעניין אותך

Limitless High-tech career opportunities - Expoint
Own and evolve the MMF clearing platform and associated off-balance sheet liquidity products with a client-first mindset. Lead the design and execution of product enhancements to support scale, automation, and...
תיאור:

Job Responsibilities:

  • Own and evolve the MMF clearing platform and associated off-balance sheet liquidity products with a client-first mindset
  • Lead the design and execution of product enhancements to support scale, automation, and operational resilience
  • Collaborate with Legal, Compliance, and Risk to ensure product structures align with regulatory and internal control frameworks
  • Define product strategy and roadmap across multiple geographies and business lines
  • Partner with Service and Sales to define and develop product positioning, client collateral, and training
  • Drive development and delivery of data, reporting, and analytics tools for internal stakeholders and external clients
  • Manage product governance forums, documenting decisions and delivering executive level updates
  • Lead cross-functional project teams from idea to implementation including onboarding flows, system enhancements, and client migrations
  • Develop and maintain product KPIs, dashboards, and MIS tools to measure performance and inform strategy
  • Ensure scalability of platforms by defining product and operational processes and leading control improvements

Required Qualifications, Capabilities, and Skills:

  • Experience in Product Management, Product Development, or related functions within financial services
  • Deep understanding of institutional money market funds, liquidity management, and sweep and client-directed trading solutions
  • Proven ability to lead cross-functional projects and influence without direct authority
  • Experience working in or with broker-dealers and clearing organizations preferred but not required
  • Strong knowledge of regulatory considerations and financial market infrastructure
  • Ability to write high-quality business documents, governance materials, and product specifications
  • Proficiency with data visualization and reporting tools (e.g., Tableau, Visio, Excel, PowerPoint)
  • Strategic thinker with strong execution capabilities
  • Exceptional communication and stakeholder management skills across functions and seniority levels
  • Ability to manage complex issues independently while escalating when needed
  • FINRA Series 99 (or willingness to obtain within first 6 months)
Show more
בואו למצוא את עבודת החלומות שלכם בהייטק עם אקספוינט. באמצעות הפלטפורמה שלנו תוכל לחפש בקלות הזדמנויות Jp Morgan Wealth Management - Market Director East בחברת Jpmorgan ב-United States, Henderson. בין אם אתם מחפשים אתגר חדש ובין אם אתם רוצים לעבוד עם ארגון ספציפי בתפקיד מסוים, Expoint מקלה על מציאת התאמת העבודה המושלמת עבורכם. התחברו לחברות מובילות באזור שלכם עוד היום וקדמו את קריירת ההייטק שלכם! הירשמו היום ועשו את הצעד הבא במסע הקריירה שלכם בעזרת אקספוינט.