About The Position

The Market Director of Wealth leads a team of Financial Advisors serving clients across a range of financial needs, from beginning savers to clients with significant wealth. The role is responsible for creating a culture of excellence and customer service in the community, building deep relationships, and delivering an exceptional customer experience. The Market Director promotes a customer-obsessed culture and helps customers access investment and financial solutions through J.P. Morgan Wealth Management’s investment platform and digital technology. The role oversees a designated territory and partners closely with the Supervisory Manager. It includes day-to-day administrative, supervisory, and operational responsibilities, along with accountability for talent development, business performance, risk and controls, and customer protection. The position is based in the Nebraska / Iowa market and requires travel 50% of the time.

Requirements

  • At least 5 years of Advisor management experience, with a proven track record of developing and coaching high-performing Advisor teams.
  • Ability to travel 50% of the time.
  • Valid and active FINRA Series 7 and Series 66 licenses, or equivalents.
  • Valid and active FINRA Series 9/10 licenses, or equivalents; must be obtained or retained within a 60-day condition 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 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 preferred.

Responsibilities

  • Promote a customer-obsessed culture and ensure employees meet or exceed customer expectations.
  • Identify opportunities to attract and recruit Advisors, improve existing Advisor performance, and implement 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 and set a tone of commitment to diversity and inclusion.
  • Partner closely with the Supervisory Manager and manage day-to-day administrative, supervisory, and operational aspects of the 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.

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. Additional benefits and programs are available based on eligibility.
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