J.P. Wealth Management National Branch Remote Advice Site Leader - Executive Director

JPMorganChase•Plano, TX

5d•Remote

About The Position

The National Branch Remote Advice Site Leader provides executive leadership for assigned J.P. Morgan Wealth Management remote advice sites and/or regions. The role sets strategic goals and advances business objectives through effective communication, collaboration, and influence. It establishes new regional centers by recruiting, hiring, and staffing talent, and manages talent strategies that support the growth and career development of advisors and leaders. The position leads the development of alternative investment channels, including client access to digital tools and financial advisors. It oversees performance strategies for coaching, developing, and promoting Financial Advisor Team Leads, including call monitoring to support quality interactions. The leader owns the client and employee experience, champions diversity and inclusion, and shapes the use of technology to address customers’ current and future needs. The role partners with Legal, Risk, Control, and Compliance teams and manages day-to-day administrative, supervisory, and operational activities at assigned sites. It also drives integration with One Chase partners such as Banking, Lending, and Digital; leads initiatives and process improvements; makes tactical decisions and executes plans to address operational needs; and applies knowledge of financial markets and economic trends to growth strategy execution.

Requirements

At least 10 years of leadership experience in wealth management or brokerage.
Strong business and investment acumen, including knowledge of investment products, IRAs, managed accounts, and employee benefit programs.
Ability to balance strong results with sound risk management and a strong compliance record.
Ability to manage multiple priorities in a fast-paced environment and adapt to change.
Excellent communication skills and experience presenting information to large audiences across organizational levels.
Highly organized and detail-oriented, with demonstrated proficiency in Windows and Microsoft Office, including Word, Excel, and PowerPoint.
Active Series 7 license required.
Active Series 66 license required, or ability to obtain it within 60 days of starting as a condition of employment.
FINRA Series 9/10 license (or equivalent) required, or ability to obtain it within 60 days of starting as a condition of employment.
Active Life and Health Insurance license required, or ability to obtain it within 60 days of starting as a condition of employment.
Bachelor’s degree preferred; equivalent work experience required.

Nice To Haves

Bachelor’s degree.

Responsibilities

Set strategic goals and communicate, collaborate, and influence effectively to advance J.P. Morgan Wealth Management objectives.
Establish new regional centers by recruiting, hiring, and staffing top talent in partnership with internal recruiting resources and personal networks.
Manage talent strategy for assigned sites and/or regions and support the growth and career development of advisors and leaders.
Help develop alternative investment channels, including client access to digital tools and financial advisors.
Ensure performance strategies are in place to coach, develop, and promote Financial Advisor Team Leads, including conducting call monitoring reviews to maintain interaction quality.
Own the end-to-end client and employee experience within assigned sites.
Champion diversity and inclusion across staff.
Influence the use of technology to meet customers’ current and future needs.
Partner with Legal, Risk, Control, and Compliance teams and manage day-to-day administrative, supervisory, and operational aspects of assigned sites.
Drive integration with One Chase partners, including Banking, Lending, and Digital.
Lead key initiatives, process improvements, and resolution of challenges identified at site locations.
Make tactical decisions and execute plans, such as test-and-learn call deployment and responses to market-driven call-volume spikes or resiliency issues.
Translate knowledge of financial markets and economic trends into growth strategy execution.