J.P. Morgan Wealth Management - Market Director of Wealth - North San Diego, CA

JPMorgan Chase & Co.•Del Mar, CA
•$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 at a range of wealth levels. You will foster a culture of excellence and customer focus, build strong community relationships, and deliver exceptional customer experiences. The role represents J.P. Morgan’s investment products, thought leadership, and digital technology, helping customers access financial solutions that meet their needs. You will oversee day-to-day administrative, supervisory, and operational aspects of a designated territory in partnership with the Supervisory Manager. The role also focuses on recruiting, coaching, developing, and promoting Advisors; integrating services with Branch Management, Business Banking, and Home Lending; advancing the use of technology; and maintaining a strong risk and controls environment. The position requires travel 50% of the time. Employment is contingent on JPMorganChase’s review of criminal conviction history under Section 19 of the Federal Deposit Insurance Act.

Requirements

  • At least 5 years of Advisor management experience.
  • 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 licenses, or equivalents.
  • Valid and active FINRA Series 9/10 license, or equivalent; must be 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, with 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.
  • Employment offer is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries, under Section 19 of the Federal Deposit Insurance Act.

Nice To Haves

  • Bachelor’s degree preferred.

Responsibilities

  • Promote a customer-obsessed culture and ensure employees meet and exceed customer expectations.
  • Identify opportunities to recruit Advisors and improve the performance of existing Advisors; establish talent and performance strategies to coach, develop, and promote Advisors.
  • Integrate with partners in Branch Management, Business Banking, and Home Lending to provide 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 closely 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 an entrepreneurial spirit and sense of urgency.

Benefits

  • Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
  • 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.
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