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JPMorgan JP Morgan Wealth Management - Executive Director 
United States, New York, New York 
348654014

17.08.2024

Job Responsibilities

  • Identify training needs and gaps specific to advisor growth within the organization and create strategies to address them
  • Design and deliver tailored training materials, workshops, and sessions to enhance advisor skills and knowledge in areas such as client acquisition, financial planning, and relationship management
  • Implement a compensation structure within Advisor Growth Program to incentivize advisor growth and productivity
  • Manage a team of ten individuals responsible for executing various aspects of the Advisor Growth Program
  • Evaluate the effectiveness of the Advisor Growth Program through feedback, assessments, and performance metrics
  • Collaborate with department heads and stakeholders to ensure the development program meets the unique needs of our advisors
  • Establish strong controls and operations to identify risks and efficiencies
  • Stay current on industry trends and best practices in advisor training, development, and compensation

Required qualifications, capabilities, and skills

  • Series 7 and Series 66 required
  • At least 10 years business and sales experience in wealth management
  • Proven leadership/coaching experience and ability to effectively partner with others
  • Expertise in Financial Planning and delivering a goals-based approach to investing
  • Deep investment, product and capital markets knowledge
  • Ability to effectively communicate complex concepts simply
  • Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
  • Strong presentation skills to individuals and large groups