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

JPMorganChase • San Francisco, CA

2d

About The Position

J.P. Morgan Wealth Management is seeking a Market Director of Wealth to lead Financial Advisors serving clients with a range of financial needs, from beginning savers to individuals with significant wealth. The director will foster a culture of excellence, customer service, and inclusion while building deep client relationships and delivering an exceptional customer experience. The role represents the J.P. Morgan brand and promotes an integrated approach to banking and investing, supported by investment products, thought leadership, and digital technology.

The position is responsible for developing advisor talent and performance, coordinating with partners across Branch Management, Business Banking, and Home Lending, and managing day-to-day administrative, supervisory, and operational aspects of a designated territory in close partnership with the Supervisory Manager. The director also establishes a strong risk and controls culture and helps advance technology use to meet customers’ current and future needs. Travel is required 50% of the time.

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 a 60-day condition 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 a strong commitment to maintaining a sound risk and controls environment.
• Employment offer is contingent on JPMorganChase’s review of criminal conviction history 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 attract and recruit Advisors, improve existing Advisors’ performance, and implement strategies to coach, develop, and promote Advisors.
• Integrate with Branch Management, Business Banking, and Home Lending partners to provide customers with access to 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 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, and safeguard customers and the business.
• Take initiative to identify solutions, apply an entrepreneurial business spirit, and execute with a sense of urgency.

What This Job Offers

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