Wealth Management Remote Advice Site Leader

JPMorgan Chase & Co. • Tempe, AZ

1d • Remote

About The Position

As the Remote Wealth Management Site Leader within US Wealth Management, you will lead multiple Advisor teams working in a team environment to provide comprehensive investment solutions and advice. You will establish and lead a regional center, oversee talent and performance strategies, and manage the site's day-to-day administrative, supervisory, and operational activities. The role partners closely with Legal, Risk, Control, and Compliance, integrates with One Chase partners, and advances the use of technology and alternative investment channels to meet customer needs and support strategic objectives.

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 proper 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 creating and presenting information to large audiences at various organizational levels.
• Highly organized and detail-oriented, with 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.

Responsibilities

• 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 in partnership with internal recruiting resources and 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.
• 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 all 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 aspects to achieve strategic objectives.
• Drive integration with One Chase partners, including Banking, Lending, and digital teams.
• Respond to events, make tactical decisions, and execute plans for situations such as call deployment tests, market-related call-volume spikes, and resiliency issues.
• Apply knowledge of financial markets and economic trends to execute growth strategy.

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.

What This Job Offers

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