JPMorgan JP Morgan Wealth Management - National Branch Team Lead 

United States, Texas, Plano 

353807829

At J.P. Morgan Wealth Management, investing feels like a personal relationship with a trusted partner. We’re committed to delivering hands-on dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals.

Job responsibilities:

• Attract, retain and develop a team of Personal Advisors in a strategic hub
• Ensure talent and performance strategies are in place to coach, develop and promote Personal Advisors, including performing call monitoring reviews to ensure quality interactions
• Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital
• Closely partner with the Supervisory Management and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for the team
• Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our clients and our business
• Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
• Establish approach to ensure operational excellence and control-focus of employees

Required qualifications, capabilities, and skills:

• A valid and active Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment
• A valid and active Securities Industry Essential (SIE)
• A valid and active Series 7
• A valid and active Series 66 (63/65)
• Valid and active insurance Licenses with the Life, Health and Variable lines of authority required or may be obtained within 60 days of starting in the role as a condition of employment

Preferred qualifications, capabilities, and skills:

• Bachelor’s degree preferred
• Current and Active Series 9/10
• At least 5 years of Advisor management experience or relevant industry experience required, coupled with a proven track record of developing and coaching high performing Advisor teams