About This Role
Market Directors of Wealth at J.P. Morgan Wealth Management are responsible for cultivating a culture of excellence and delivering exceptional customer service within the community. This role involves leading a team of Financial Advisors who cater to a diverse client base, from new savers to high-net-worth individuals, while promoting a customer-obsessed culture and integrating with various banking partners.
Responsibilities
- Have a passion for customers, ensuring all employees meet and exceed customer expectations and foster a customer-obsessed culture
- Identify opportunities to attract and recruit Advisors, improve the performance of existing Advisors, and implement talent and performance strategies for coaching, development, and promotion
- Drive integration with partners from Branch Management, Business Banking, and Home Lending to provide customers with comprehensive financial solutions, strategies, and expertise
- Be a visionary who influences the use of technology to meet current and future customer needs; set the tone for commitment to diversity and inclusion
- Closely partner with the Supervisory Manager to manage all day-to-day administrative, supervisory, and operational aspects of the business to achieve strategic objectives for a designated territory
- Create a culture of risk and control that acts with appropriate understanding and urgency, with ultimate responsibility to safeguard customers and the business
- Be proactive, take initiative to identify solutions, possess an entrepreneurial business spirit, and execute with a sense of urgency
Requirements
- At least 5 years of Advisor management experience, coupled with a proven track record of developing and coaching high-performing Advisor teams
- Ability to travel 50% of the time
- A valid and active FINRA Series 7, 66 (or equivalent) is required
- A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60-day condition of employment
- Proven ability to recruit, source, and attract internal and external Advisor talent by building and maintaining a personal network of contacts
- High degree of investment services and product acumen and keen interest in the financial markets
- Strong communication skills, attention to detail, excellent follow-through, and a strong commitment to upholding a sound risk and controls environment
Nice to have:
- Bachelor's Degree preferred
Benefits
- Comprehensive health care coverage
- On-site health and wellness centers
- Retirement savings plan
- Backup childcare
- Tuition reimbursement
- Mental health support
- Financial coaching
Important Details
About the Company
Chase is a leading financial services firm that helps nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. The Consumer & Community Banking division serves Chase customers with personal banking, credit cards, mortgages, auto financing, investment advice, small business loans, and payment processing. J.P. Morgan Wealth Management has approximately $400 billion in assets under management and about 4,000 advisors who work out of 3,500 branches and 21 offices.
