JPMorgan JP Morgan Wealth Management - Central South 

United States, Texas, Plano 

242438478

As a Strategy and Execution lead, you will partner closely with Chase Wealth Management’s Divisional Directors and Regional Directors to develop a strategic approach to engaging with Select Advisors and help drive the strategy and execution of Chase Wealth Management’s Select Advisor Group’s priorities. The Strategy & Execution Lead reports to the Head of The Select Advisor Group Strategy Team in J.P. Morgan Wealth Management.

Job responsibilities

• 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 subject matter expertise on Select Advisor Group’s strategic initiatives and offer direction, guidance and decision making to achieve desired expectations.
• Provide strategic support for the Division and Region(s) investments business and lead a scalable engagement and education strategy for the Select Advisor Group to branch based advisors and field leadership.
• Advise Market Directors of Wealth on proactively recruiting Private Client Advisors (PCAs) Select Advisors and backfilling for those advisor. Creating a strong talent pipeline of ready now PCAs and ensuring an smooth integration and onboarding experience.
• Partner with Market Directors of Wealth to ensure the appropriate focus on Select Advisor onboarding, and help Advisors synthesize and apply training, service and product education to deliver a first-class client experience.
• Maintains oversight and knowledge of top producers by market; Areas of opportunity & regional/market nuances; Understand client segmentation strategy.
• Partner with Wealth Management Specialists and the Practice Management Team to identify and deliver Regional/Market strategic focus areas, enhancing Advisors’ understanding of the Select platform.
• Remain informed of audit procedures and areas under heightened supervision for respective Regions/Markets.
• Develop and maintain strong relationships with key partners across Consumer Banking, Wealth Management and other parts of the Firm

Required qualifications, capabilities, and skills

• 10+ years proven experience coaching and managing all levels of Advisors – from brand-new recruits through highly experienced Advisors.
• Proven ability to source and attract internal and external talent by building and maintaining personal network of contacts.
• Demonstrated ability to build relationships and partner with other areas of Consumer Banking Wealth Management & Business Banking.
• High degree of investment services and product acumen, and keen interest in the financial markets.
• Strong communication skills, attention to detail and excellent follow-through.
• Bachelor Degree required.
• FINRA Series 7, 9/10 (or equivalent) and 66 (or equivalent) required in addition to meeting FINRA continuing education requirements.
• Ability to travel 50% of the time.