About The Position
J.P. Morgan Wealth Management is seeking a Market Director of Wealth for its Newport Beach and Irvine, California market. The role is responsible for creating a culture of excellence and a high standard of customer service in the community by building deep relationships and delivering an exceptional customer experience. The director will lead Financial Advisors serving clients with a range of financial needs, from those beginning to save to those with significant wealth, and promote a customer-obsessed culture. The Market Director will develop advisor talent and performance, coordinate with business partners to connect customers with financial solutions, and encourage the use of technology to meet customers’ needs. The position also works closely with the Supervisory Manager and oversees day-to-day administrative, supervisory, and operational aspects of the designated territory, with responsibility for a strong risk and controls culture.
Requirements
- At least 5 years of Advisor management experience.
- 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 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.
Responsibilities
- Promote a customer-focused culture in which employees meet and exceed customer expectations.
- Identify opportunities to attract and recruit Advisors, improve existing Advisors’ performance, and establish strategies to coach, develop, and promote Advisors.
- Integrate with partners in Branch Management, Business Banking, and Home Lending to provide customers access to financial solutions, strategies, and expertise.
- Influence the use of technology to address customers’ current and future needs.
- Set the tone for commitment to diversity and inclusion.
- Partner closely with the Supervisory Manager and manage day-to-day administrative, supervisory, and operational aspects of the business in the designated territory.
- Create a culture of risk and control, safeguarding customers and the business.
- Take initiative to identify solutions and execute with urgency.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
No Education Listed
