JPMorgan JP Morgan Wealth Management - Executive Director 

United States, New York, New York 

348654014

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