JPMorgan JP Morgan Wealth Management - Family Engagement 

United States, New York, New York 

568129652

Job Responsibilities:

• Engage and educate with younger generations and recognize and advise on opportunities to engage multiple generations in conversations about effectively navigating family wealth
• Participate in client meetings and client events as subject matter expert
• Become a trusted advisor to clients by delivering expertise and thought leadership in a timely and personal way
• Partner with practice management and team members on driving organizational growth and client satisfaction
• Build advisor education on the five topical domains of family wealth
• Demonstrate thought leadership by publishing whitepapers, and structuring and delivering presentations in a simple to understand conversational manner
• Collaborate with extended team and colleagues across the firm to support overall department goals and objectives

Required qualifications, capabilities and skills

• 10+ years proven experience in financial services including, but not limited to financial planning, Affluent/High Net Worth solutions, working with high net worth families and/or family businesses, advising or consulting wealthy families on non-financial wealth issues, experience developing education or professional programs
• Bachelor's degree required
• SIE Qualifications (within first 3 months of employment) FINRA Series 7, 9/10 and 66 required, in addition to meeting FINRA continuing education requirements
• Entrepreneurial and Lifelong learner. A strong self-motivator who can work closely with market leaders & practice partners with or without daily contact with one’s direct manager
• Broad experience in qualitative and quantitative aspects of family wealth, trained and experienced facilitator, knowledge of curriculum and instructional design, process consultation and change management
• Innovative thinker able to execute future engagement with customers to provide exceptional experience
• Strong interpersonal and communication skills,; strong rapport with advisors and clients of all demographics
• Professional (client) service orientation and skills
• Ability to travel up to 30% of the time for internal projects and client meetings

Preferred qualifications, capabilities and skills

• Advanced degree in business, education, psychology and/or curriculum design
• One of the following professional designations/degrees preferred although not required: CFP, CPWA, CIMA, ChFC, CAM, AEP, CWM, CTEP, JD, MBA and/or CPA
• Technical expertise in an area such as law, tax, finance, accounting and/or behavioral science is a plus
• Consulting experience a plus