J.P. Morgan Wealth Management - Market Director of Wealth - Austin, TX (Austin South)

JPMorganChase • Austin, TX

4d

About The Position

As a Market Director of Wealth in J.P. Morgan Wealth Management, you will create a culture of excellence and maintain high standards of customer service within the community by building deep relationships and delivering an exceptional customer experience. You will promote a customer-obsessed culture and lead Financial Advisors serving clients with a range of needs, from those beginning to save to those with significant wealth. The role combines advisor leadership and development, customer relationship management, business integration, technology adoption, and responsibility for day-to-day administrative, supervisory, operational, risk, and control matters for a designated territory.

Requirements

• At least 5 years of Advisor management experience, with a proven track record of developing and coaching a high-performing Advisor team.
• Ability to travel 50% of the time.
• Valid and active FINRA Series 7 and Series 66 (or equivalent).
• Valid and active FINRA Series 9/10 (or equivalent), or ability to obtain or retain it within 60 days of employment.
• Ability to recruit, source, and attract internal and external Advisor talent by building and maintaining a personal network of contacts.
• Strong investment services and product acumen and a keen interest in financial markets.
• Strong communication skills, attention to detail, excellent follow-through, and commitment to maintaining a sound risk and controls environment.

Nice To Haves

• Bachelor’s degree preferred.

Responsibilities

• Promote a customer-obsessed culture and ensure employees meet and exceed customer expectations.
• Identify opportunities to attract and recruit Advisors, improve existing Advisors’ performance, and implement talent and performance strategies to coach, develop, and promote Advisors.
• Integrate with Branch Management, Business Banking, and Home Lending partners to provide customers with access to solutions, strategies, and expertise.
• Influence the use of technology to meet customers’ current and future needs, and set a tone of commitment to diversity and inclusion.
• Partner with the Supervisory Manager and manage day-to-day administrative, supervisory, and operational aspects of the business for a designated territory.
• Create a culture of risk and control, acting with appropriate understanding and urgency to safeguard customers and the business.
• Take initiative to identify solutions and execute with a sense of urgency and an entrepreneurial business spirit.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed