J.P. Morgan Wealth Management - Private Client Investment Associate Team Lead - West Harrison, NY

JPMorgan Chase • Briarcliff Manor, NY

403d

About The Position

As a Private Client Investment Associate Team Lead at J.P. Morgan Wealth Management, you will play a crucial role in supporting the market by acting as a liaison between Advisors and Private Client Investment Associates. Your primary focus will be on driving key strategies for growth and enhancing the client experience. This position requires collaboration with various partners within the organization and demands flexibility in a fast-paced environment.

Requirements

• At least 3 years of experience leading teams and coaching in a client-focused environment
• A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education requirements and the appropriate state Group - 1 Life and Variable Annuity License
• Ability to act as an innovative thinker able to drive future engagement with clients to provide an exceptional experience
• Ability to create a climate in which people want to do their best by motivating and empowering 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
• Possess strong communication skills, highly professional, attention to detail and excellent follow-through
• High degree of Wealth Management and 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 effectiveness and expertise
• Identify opportunities to develop and deliver best practices to meet and exceed client expectations and create 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 of 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

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Credit Intermediation and Related Activities
• Education Level: No Education Listed