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JPMorgan JP Morgan Wealth Management- Vice President Client Welcome Group Team Lead 
United States, Texas, San Antonio 
840225785

24.04.2025

Job Responsibilities:

  • Leverage your leadership and communication skills
  • Identify opportunities to attract and recruit Client Development Professionals
  • Ensure talent and performance strategies are in place to coach, develop and promote Client Development Professionals, including performing call monitoring reviews to ensure quality interactions
  • Set the tone of commitment to diversity and inclusion
  • Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business

Required qualifications, capabilities and skills:

  • A valid and active Series 7 and Series 66 license is required - If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
  • FINRA Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment
  • Leadership and People Development experience required with a proven track record of developing and coaching high performing teams
  • Proven ability to recruit, source and attract internal and external talent by building and maintaining personal network of contacts
  • High degree of investment services and product acumen and keen interest in the financial markets

Preferred qualifications, capabilities and skills:

  • Bachelor’s Degree preferred, or 4 years of equivalent work experience required
  • Business Development experience preferred