J.P. Morgan Wealth Management - Operations Manager - Affluent Service Leader

JPMorganChase • Tempe, AZ

7d

About The Position

The JPMorgan Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management business, J.P. Morgan Securities and J.P. Morgan Self-Directed Investing-our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices. As a leader in the investment client service team, you will be focused on coaching, energizing, and leading our investment client service professionals to deliver a Best-in-Class service experience by embracing a hospitality culture. A successful Team Leader creates a culture of excellence, client obsession, and high performance that meets the expectations of our most Affluent investment clients. Adaptability is a key aspect of this role. Partnership and teamwork are crucial. Proven ability to build and sustain strong, cohesive partnerships with the business and other key stakeholders and work effectively in a matrix organization.

Requirements

• Ability to partner across the firm to influence, define the strategic vision of the team and collaborate with various product teams.
• Proven track record of developing and coaching high-performing teams, and recruiting talent by building a personal network of contacts.
• High degree of investment services and product acumen, with a keen interest in the financial markets.
• Outstanding communication skills, attention to detail, and excellent follow-through.
• Strong sense of prioritization, urgency, execution, and delivery, with a commitment to upholding a sound risk and controls environment.
• Innovative and creative thought leader with exceptional problem-solving skills, familiar with call center construct.
• Familiar with call center construct
• FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories; FINRA Series 9/10 (or equivalent) required or must obtain within 90 days of employment.

Responsibilities

• Partner closely with client-facing teams and internal business groups to drive and deliver on the Affluent Service Model, ensuring integration with One Chase partners such as Banking, Lending, and Digital.
• Champion a Client First culture by building a best-in-class client experience and shaping the strategic vision for the team.
• Implement talent and performance strategies, including coaching, development, promotion, and call monitoring reviews to ensure quality client interactions.
• Foster a culture of risk and control, acting with urgency and responsibility to safeguard customers and the business.
• Promote the firm’s commitment to diversity and inclusion, and proactively identify and implement solutions with an entrepreneurial spirit.
• Develop and conduct training to address team and individual gaps, translate financial market knowledge into growth strategies, and drive team performance through coaching and deepening client relationships.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees