JPMorgan Advisors-Market Executive-NY
About The Position
The Market Executive at JP Morgan Advisors, the ultra-high-net-worth division of JP Morgan Wealth Management, leads and manages a market and reports directly to a Regional Director. The role oversees all aspects of market leadership, works across a matrix leadership team, and represents JP Morgan Advisors locally. It involves building and maintaining relationships, delivering exceptional client service, attracting and retaining Advisor talent, promoting business opportunities, and fostering teamwork. The position calls for adaptability, a proactive approach, and a strong understanding of risk management processes and policies.
Requirements
- Series 7, 9, 10, 66, and SIE licenses are required.
- Able to work independently as a self-starter in a fast-paced, client-driven environment.
- Proven track record of attracting, developing, and retaining top talent.
- Ability to recognize and anticipate advisor and client needs proactively.
- Ability to manage issues to resolution through consistent follow-up.
- Ability to communicate effectively with clients and remain professional in difficult situations.
- Adaptable and comfortable with change, including changes in technology and regulations.
- Highly proficient with Outlook, Word, PowerPoint, and Excel.
- Bachelor’s degree required.
Nice To Haves
- MBA, JD, CFA, or another professional designation strongly preferred.
- Seven or more years of management or relevant financial services experience as a sales practice leader and/or assistant branch or regional manager.
Responsibilities
- Attract and retain Advisor talent through sourcing, recruiting, and hiring efforts.
- Lead the market in acquiring and driving business opportunities by coaching and developing Financial Advisors.
- Build a network across the organization to support broader business and firm goals.
- Balance client and firm needs while establishing and maintaining a strong controls environment.
- Understand and adhere to risk management processes and policies, using available reporting and tools.
- Foster a teamwork-oriented, results-oriented, and client-focused culture.
- Work with partners, including Supervision and Compliance, to ensure best practices.
Benefits
- Competitive total rewards package, including 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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What This Job Offers
Job Type
Full-time
Career Level
Manager
