J.P. Morgan Wealth Management - Market Director of Wealth - San Francisco, CA (Oakland East Shores Market)

JPMorgan Chase & Co. • San Francisco, CA

2d • $205,000 - $300,000

About The Position

As a Market Director of Wealth in J.P. Morgan Wealth Management, you will lead a team of Financial Advisors serving clients ranging from those beginning to save to those with significant wealth. You will build a culture of excellence and customer focus in the community, fostering deep relationships and delivering exceptional customer experiences. You will also oversee the administrative, supervisory, and operational aspects of the business for a designated territory while working closely with the Supervisory Manager and business partners.

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), obtained or retained within 60 days of employment.
• Proven 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 knowledge, 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.

Responsibilities

• Promote a customer-obsessed culture and ensure employees meet or exceed customer expectations.
• Attract and recruit Advisors, improve the performance of existing Advisors, and establish talent and performance strategies to coach, develop, and promote Advisors.
• Integrate with Branch Management, Business Banking, and Home Lending partners to connect customers with financial solutions, strategies, and expertise.
• Influence the use of technology to meet customers’ current and future needs, while setting 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.
• Proactively identify solutions, demonstrate entrepreneurial business spirit, and execute with urgency.

Benefits

• Competitive total rewards package, including base salary.
• Eligible roles may receive 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.

What This Job Offers

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