JPMorgan JP Morgan Wealth Management – Private Client 

United States, New York, New York 

418383665

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 license required or must be obtained within 60 days of employment.
• 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: