J.P. Morgan Advisors - Business Specialist- Vice President - New York, NY
About The Position
A Business Specialist oversees the ongoing operations of a J.P. Morgan Advisors team’s book of business, coordinates workflow across team members, and partners with leadership to streamline daily operations. The role calls for business acumen, strategic thinking, and the ability to mentor team members and serve as a liaison between management and the Advisor’s team. The position provides operational and client-service support, supervises junior sales support staff, manages client relationships and issue resolution, and coordinates with internal partners to meet compliance, regulatory, risk-management, operational, and due-diligence requirements. It also supports Financial Advisors in identifying business opportunities, implementing investment solutions, analyzing portfolios, and onboarding new client relationships.
Requirements
- At least 7 years of experience in the financial services industry.
- Strong understanding of client needs and sensitivities.
- Ability to work in a team-based environment.
- Ability to handle multiple concurrent assignments accurately and meet deadlines in a high-pressure environment.
- Experience working on a team with at least two additional Sales Associates.
- Bachelor’s degree required.
Nice To Haves
- Series 7 and Series 66 licenses are strongly preferred; employment is contingent on obtaining the necessary licenses within 180 days of the start date.
Responsibilities
- Oversee sales support for a J.P. Morgan Advisors team by coordinating and completing client-service projects and operational issues.
- Supervise junior sales support staff, including hiring, training, and performance management.
- Oversee and regulate workflow within the group and identify opportunities to improve efficiency.
- Develop procedures for resolving logistical and administrative client concerns.
- Improve communications among team members, J.P. Morgan Advisors partners, and clients.
- Provide extensive client contact and coverage, serving as the main point of contact for key client relationships.
- Work with other teams to meet compliance, regulatory, risk-management, operational, and due-diligence requirements and comply with internal policies.
- Attend client meetings as necessary and complete ad hoc client-related projects.
- Navigate firm and client issue resolution, escalation, and creative solutions.
- Work with Financial Advisors to identify new business opportunities, market and implement investment solutions aligned with clients’ investment objectives, and grow assets through existing client relationships.
- Perform special portfolio analysis on products.
- Attend product rollouts, ideas calls, and research meetings to stay current on J.P. Morgan Advisors products and services.
- Assist with and coordinate onboarding of new relationships and meet the service needs and expectations of existing and new clients.
Benefits
- Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
- Comprehensive health care coverage.
- On-site health and wellness centers.
- Retirement savings plan.
- Backup childcare.
- Tuition reimbursement.
- Mental health support.
- Financial coaching.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
