Wealth Management Remote Advice Site Leader
About The Position
As the Remote Wealth Management Site Leader within US Wealth Management, you will lead multiple Advisor teams working collaboratively to provide comprehensive investment solutions and advice. You will establish a new regional center, manage its talent strategy, and oversee the site’s administrative, supervisory, and operational activities in support of JP Morgan Wealth Management’s Investment Direct strategic objectives. The role partners closely with Legal, Risk, Control, Compliance, and One Chase partners, including Banking, Lending, and Digital, while advancing technology-enabled customer service and alternative investment channels. The Site Leader is responsible for building and developing advisor and leadership talent, promoting diversity and inclusion, and ensuring strong performance and risk-management practices. The role also responds to operational and market events, makes tactical decisions, and applies knowledge of financial markets and economic trends to execute growth strategy. This position is subject to Section 19 of the Federal Deposit Insurance Act; employment offers are contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Requirements
- At least 10 years of leadership experience in wealth management or brokerage.
- Strong business and investment acumen, including knowledge of investment products, Individual Retirement Accounts (IRAs), managed accounts, and employee benefit programs.
- Ability to balance strong results with proper risk management and a strong compliance record in previous positions.
- Ability to manage multiple priorities in a fast-paced environment and adapt to change.
- Excellent communication skills; professionalism and experience creating and presenting information to large audiences at various organizational levels.
- Strong organization and attention to detail.
- Demonstrated knowledge of Windows and Microsoft Office software, including Word, Excel, and PowerPoint.
- Valid and active Series 7 license.
- Valid and active Series 66 license, or ability to obtain it within 60 days of starting as a condition of employment.
- FINRA Series 9/10 (or equivalent), or ability to obtain it within 60 days of starting as a condition of employment.
- Valid and active Life and Health Insurance license, or ability to obtain it within 60 days of starting as a condition of employment.
Nice To Haves
- Bachelor’s degree preferred; equivalent work experience required.
Responsibilities
- Think strategically, set goals, communicate clearly, and collaborate and influence appropriately to accomplish JP Morgan Wealth Management goals.
- Establish a new regional center by recruiting, hiring, and staffing top talent, partnering with internal recruiting resources and leveraging personal networks.
- Manage the site’s talent strategy and support the growth and career development of advisors and leaders.
- Help develop alternative investment channels, including client access to digital tools and financial consultants.
- Develop and implement talent and performance strategies to coach, develop, and promote Financial Consultant Team Leads, including conducting call-monitoring reviews to ensure quality interactions.
- Champion diversity and inclusion across the staff.
- Influence the use of technology to meet customers’ current and future needs.
- Partner with Legal, Risk, Control, and Compliance, and manage the site’s day-to-day administrative, supervisory, and operational activities.
- Drive integration with One Chase partners, including Banking, Lending, and Digital.
- Respond to events, make tactical decisions, and execute plans, such as call-deployment tests, responses to market-driven call-volume spikes, and resiliency issues.
- Apply knowledge of financial markets and economic trends to execute growth strategy.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
