J.P. Morgan Wealth Management - Private Client Investment Associate Team Lead - Tempe, AZ

JPMorganChase • Tempe, AZ

3d

About The Position

As a Private Client Investment Associate Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key strategies and tactics focused on growth and delivering a world-class client experience. The role involves collaboration with partners across J.P. Morgan Wealth Management and One Chase businesses and requires flexibility in a fast-paced environment.

Requirements

• At least 3 years of experience leading teams and coaching in a client-focused environment.
• Valid and active Series 7 and Series 66 (63/65) licenses, and compliance with FINRA continuing education requirements.
• FINRA Series 9/10 or equivalent; required or must be obtained within 60 days of employment.
• Ability to think innovatively and drive future client engagement to provide an exceptional experience.
• Ability to motivate and empower others, invite input, and share ownership and visibility.
• Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with One Chase partners, including Consumer Banking and Business Banking.
• Strong communication skills, professionalism, attention to detail, and excellent follow-through.
• Strong Wealth Management, investment product, and technology acumen.
• Ability to travel 25% of the time.

Responsibilities

• Partner with leadership to coordinate, implement, and communicate key business initiatives to Private Client Investment Associates.
• Support Private Client Investment Associate performance and development through onboarding, training, and periodic in-field workshops.
• Identify opportunities to develop and deliver best practices that exceed client expectations and foster a client-obsessed culture.
• Provide field feedback to practice management on key initiatives.
• Review and approve Private Client Investment Associates’ time and attendance records.
• Assist with resolving technology issues.
• Maintain and update the Independent Advisor coverage report.
• Serve as a liaison and manage relationships among Private Client Investment Associates, Advisors, and Market Directors of Wealth.
• Maintain and track revenue share agreements for Private Client Investment Associates.
• Strengthen relationships with internal business partners, including One Chase partners and branch leadership.
• Focus on the employee experience and help define and drive an inclusive culture.

What This Job Offers

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