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

JPMorgan Chase & Co. • 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 a world-class client experience, collaborating with partners across J.P. Morgan Wealth Management and One Chase. The role requires flexibility in a rapid-paced environment and includes supporting associate performance, development, and operational needs while fostering an inclusive, client-focused team culture.

J.P. Morgan Chase describes its work as helping clients, supporting employees, building relationships, and delivering customer service while maintaining a commitment to diversity and inclusion. The company offers a competitive total rewards package, which may include commission-based pay and/or discretionary incentive compensation for eligible roles, as well as benefits and programs based on eligibility.

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, such as 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 associate performance and development through onboarding, training, and periodic in-field workshops.
• Identify and deliver best practices to 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 in 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 organizational culture.

Benefits

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching
• Commission-based pay and/or discretionary incentive compensation for eligible roles

What This Job Offers

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