JP Morgan Chase & Co.

Annuities and Advice Operations Manager, Executive Director

JP Morgan Chase & Co.$110K — $130K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Valid and active FINRA Series 7 and 63 licenses required.
  • SIE exam must be valid if registered after Oct 1, 2018.
  • Series 9/10 or equivalent must be obtained within 60 days of employment.
  • Demonstrated experience in people leadership and coaching.
  • Talent acquisition proficiency is essential.
  • Experience in client-facing investment products, particularly annuities, is required.
  • Strong organizational skills to manage multiple priorities effectively.

Responsibilities

  • Lead teams executing inbound client support and advice, focus on service accuracy.
  • Oversee all processes related to annuity business, servicing, and deepening client relationships.
  • Educate leaders and clients on annuity solutions, providing consultative support.
  • Act as primary contact for managed account and brokerage inquiries, ensuring timely processing.
  • Employ goals-based strategies to guide clients in exploring potential solutions.
  • Collaborate with senior leaders and client service teams on strategic initiatives and technologies.
  • Monitor service quality and outcomes, identifying improvement opportunities.
  • Coach team leaders to enhance performance and client engagement.

Benefits

  • Comprehensive health and wellness programs.
  • Professional development opportunities for career growth.
  • Collaborative and supportive team environment.
  • Support for technology adoption and innovative practices.
Full Job Description
JOB DESCRIPTION

Join a team focused on helping clients make confident decisions about their financial goals. In this leadership role, you will shape how clients engage with advice and annuity solutions across multiple channels. You will partner with senior stakeholders to improve client experiences, scale effective operating practices, and support a high-performing service culture.

Job summary
As an Executive Director, Advice and Annuities, in Segmented Services you lead teams that support clients through inbound servicing and advice-related requests, with a focus on annuities and managed account and brokerage relationships. You will set daily operating priorities, strengthen service standards, and partner across functions to deliver strategic initiatives and continuous improvement that enhance the client experience.

Job responsibilities

  • Lead advice teams handling inbound client calls; set daily priorities and service standards to drive accurate, timely execution
  • Oversee processing across annuity new business (including 1035 exchanges), ongoing servicing, client deepening, and post-issue requests
  • Provide product education and consultative support to leaders and clients to help identify appropriate annuity solutions
  • Serve as the day-to-day point of contact for managed account and brokerage relationships; respond to inbound requests and coordinate accurate, on-time processing across enrollments and servicing needs
  • Guide clients using a goals-based approach to help them identify solutions they may want to explore
  • Partner cross-functionally with senior leaders, advisors, and client service teams to deliver strategic initiatives and support technology adoption
  • Monitor execution quality and client experience outcomes; identify opportunities to improve processes, controls, and service effectiveness
  • Coach and develop team leaders and advisors to strengthen performance, consistency, and client focus

Required qualifications, capabilities and skills

  • Valid and active FINRA Series 7 and Series 63 licenses
  • If registered after October 1, 2018, valid and active Securities Industry Essentials (SIE) exam
  • FINRA Series 9/10 (or equivalent), or ability to obtain within 60 days of starting in the role as a condition of employment
  • People leadership and coaching experience, including developing high-performing teams
  • Talent acquisition experience, including recruiting and sourcing internal and external candidates
  • Experience supporting investment products and services, including annuities, in a client-facing or client-support environment
  • Ability to manage multiple priorities and drive accurate, timely processing across new business and servicing workflows

Preferred qualifications, capabilities and skills

  • Bachelor’s degree
  • Business development experience

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

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Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

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Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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