JPMorgan JP Morgan Wealth Management - Vice President 

United States, California, Los Angeles 

913654309

Job responsibilities

• Provide sales support to a team of three Client Specialists
• Oversee and Lead a team of 4 (and growing) Client Specialist Associates across the country who also deliver sales support to Client Specialists
• Lead projects and drive forward initiatives in a range of areas of Wealth Management
  related to the Client Specialist strategy, including: Internal and External Marketing, Sales Training, Recruiting, and Business Reporting
• Be lead business manager for Head of the Client Specialists
• Partner with Marketing team to deliver compelling internal and external marketing
  resources for the Client Specialist team
• Deliver ongoing sales training resources and program for key referral sources
• Serve as key partner in advancing recruiting efforts to grow the Client Specialist team
• Establish and enhance business reporting platform related to Client Specialist results
• Support 3 Client Specialists in all aspects of the sales cycle, including prospect research,
  prospect outreach, meeting preparation and participation in meetings, pitch book
  development, analyses, scheduling and administration
• Identify areas of opportunity to help drive priorities forward
• Support day-to-day business operations such as internal communications and Client Specialist issues/questions

Required qualifications, capabilities, and skills

• Bachelor's Degree with at least 6 years of financial services industry experience
• Strong business management and/or project management experience
• Excellent interpersonal skills with the ability to successfully engage and influence
  a broad range of individuals across businesses lines and key support functions
• Self-starter with ability to work independently
• Strong analytical skills, with a high level of attention to detail
• Exceptional verbal and written communication skills
• Strong organizational skills with ability to execute on multiple objectives
  simultaneously in a demanding environment
• Team-oriented with ability to interact effectively with individuals at varying
  levels of the organization with varying responsibilities, including management,
  marketing, compliance, legal, operations, sales, and technology
• Advanced skills with Excel and PowerPoint presentations

Preferred qualifications, capabilities, and skills

• Wealth Management Experience
• Experience in sales, marketing, training, recruiting, and business reporting
• Series 7/63/65 licensed preferred