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

JPMorgan Chase & Co. • Plano, TX

4d • Remote

About The Position

The Remote Advice Site Leader provides executive leadership for J.P. Morgan Wealth Management remote advice sites and assigned regions. The role establishes regional centers by recruiting and staffing top talent, manages advisor and leader development, and owns the client and employee experience across the sites. The leader shapes how technology and alternative investment channels—including digital tools and access to financial advisors—serve clients’ needs now and in the future.

This role partners with Legal, Risk, Control, Compliance, and One Chase partners such as Banking, Lending, and Digital. It oversees the sites’ day-to-day administrative, supervisory, and operational activities, drives initiatives and process improvements, and makes tactical decisions in response to call deployment needs, market-driven volume spikes, and resiliency issues. The position also applies knowledge of financial markets and economic trends to execute growth strategies while balancing business results with sound risk management.

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; a strong compliance record in previous positions.
• Ability to manage multiple priorities in a fast-paced environment and adapt to change.
• Excellent communication skills and experience presenting to large audiences at different organizational levels.
• Strong organization and attention to detail, with proficiency in Windows and Microsoft Office, including Word, Excel, and PowerPoint.
• Active Series 7 license required.
• Active Series 9/10 license required, or ability to obtain within 60 days of starting as a condition of employment.
• Active Series 66 license required, or ability to obtain within 60 days of starting as a condition of employment.
• Active Life and Health Insurance license required, or ability to obtain within 60 days of starting as a condition of employment.
• Equivalent work experience required; a bachelor’s degree is preferred.

Nice To Haves

• Bachelor’s degree.

Responsibilities

• Establish regional centers by recruiting, hiring, and staffing top talent in partnership with recruiting resources and personal networks.
• Manage talent strategies for assigned sites and regions and support advisors’ and leaders’ growth and career development.
• Develop alternative investment channels, including client access to digital tools and financial advisors.
• Coach, develop, and promote Financial Advisor Team Leads; conduct call-monitoring reviews to maintain quality interactions.
• Lead and own the client and employee experience within assigned sites.
• Champion diversity and inclusion across staff.
• Shape the use of technology to meet customers’ current and future needs.
• Partner with Legal, Risk, Control, and Compliance teams and oversee day-to-day administrative, supervisory, and operational aspects of assigned sites.
• Drive integration with One Chase partners, including Banking, Lending, and Digital.
• Lead site initiatives, process improvements, and resolution of daily challenges.
• Make tactical decisions and execute plans for call deployment, market-related call-volume spikes, and resiliency issues.
• Apply knowledge of financial markets and economic trends to execute growth strategies.
• Set goals, communicate, collaborate, and influence to advance J.P. Morgan Wealth Management objectives.

Benefits

• Competitive total rewards package, with base salary determined by role, experience, skill set, and location.
• Commission-based pay and/or discretionary incentive compensation for eligible roles, potentially paid as 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive