J.P. Morgan Wealth Management - Client Service Team Lead - San Antonio, TX

JPMorgan Chase & Co.•San Antonio, TX

About The Position

You will partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates · Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise · Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team · Provide field feedback to practice management on key initiatives · Review and approve time and attendance records for Private Client Investment Associates · Assist with resolution of various technology issues · Maintain and update Independent Advisor coverage report · Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors - Wealth · Maintain and track revenue share agreements for Private Client Investment Associates · Strengthen relationships with internal business partners including One Chase partners and branch leadership · Focus on the employee experience, help define and drive an inclusive culture within the organization Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

Requirements

3-5 years proven experience leading teams and coaching in a client-focused environment
Series 7, 66, 9 & 10, Life and Health Insurance
Innovative thinker able to drive future engagement with clients to provide an exceptional experience
Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility
Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
Strong communication skills, highly professional, attention to detail and excellent follow-through
High degree of Wealth and / or investment product and technology acumen
Ability to travel 25% of the time

Responsibilities

Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates
Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise
Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team
Provide field feedback to practice management on key initiatives
Review and approve time and attendance records for Private Client Investment Associates
Assist with resolution of various technology issues
Maintain and update Independent Advisor coverage report
Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors - Wealth
Maintain and track revenue share agreements for Private Client Investment Associates
Strengthen relationships with internal business partners including One Chase partners and branch leadership
Focus on the employee experience, help define and drive an inclusive culture within the organization

Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location.
Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.
We also offer a range of benefits and programs to meet employee needs, based on eligibility.
These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume