J.P. Morgan Wealth Management - Retirement Desk Team Lead, Vice President

JPMorgan Chase & Co.•Plano, TX

About The Position

As a Retirement Desk Team Leader, Vice President within J.P. Morgan Wealth Management, you will lead and develop licensed Retirement Consultants who help clients navigate retirement needs. You will foster a culture of excellence, accountability, and client focus, ensuring consistent performance against business and regulatory expectations. You will translate the Retirement business’s strategic priorities into action, lead the team through change, and partner across the organization to deliver key initiatives. The role influences both day-to-day team performance and the continued evolution of the Retirement business.

Requirements

At least six years of financial services experience, including at least one year in a leadership position.
Valid and active Securities Industry Essentials exam if registered after October 1, 2018.
Valid and active Series 7 and Series 66 (or equivalent) licenses.
FINRA Series 9/10 and CRPC or CFP designation; these may be obtained within the first 120 days.
Strong knowledge of individual retirement products and retirement accounts.
In-depth knowledge of applicable retirement regulations and programs, including ERISA, Department of Labor requirements, Best Interest rules, managed accounts, and employee benefit programs.

Nice To Haves

Bachelor’s degree.
Demonstrated ability to lead teams effectively through change and evolving priorities.
Strong written and verbal communication skills, including the ability to communicate effectively with senior leaders.
Experience translating strategic business priorities into actionable plans and measurable outcomes.

Responsibilities

Lead, coach, and develop licensed Retirement Consultants, fostering strong performance, engagement, and professional growth.
Ensure consistent, high-quality execution across retirement-related service needs and client interactions to deliver an exceptional client experience.
Guide the team through change and help it adopt new initiatives, processes, and evolving business priorities while maintaining strong execution.
Support the strategic and tactical priorities of the Retirement business by translating broader objectives into actions and partnering across teams to drive implementation and results.
Provide senior leadership with clear, concise updates on team performance, initiatives, risks, opportunities, progress, and business outcomes.
Build retirement expertise across the team so consultants can explain retirement accounts, products, and solutions to clients.
Identify opportunities to deepen client relationships and connect clients with broader J.P. Morgan Wealth Management solutions when appropriate.
Partner across client-facing teams and internal business groups to drive execution and business outcomes.
Maintain a strong risk and controls environment by ensuring adherence to firm policies, procedures, regulatory requirements, service-level expectations, and key performance measures.

Benefits

Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
Eligible roles may receive commission-based pay and/or discretionary incentive compensation in 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.
Additional benefits and programs based on eligibility.