JP Morgan Chase & Co.

J.P. Morgan Advisors - Client Service Group Manager, Vice President - Boston, MA

JP Morgan Chase & Co. • $120K — $150K *
Boston, MA 02110In-Person
Finance & Insurance
Less than 5 years of experience
4 weeks ago
Job Overview by Ladders

Qualifications

  • FINRA SIE, Series 7, 66, 9 & 10 licenses required within 180 days of hire
  • Bachelor's degree in Business, Finance, or related field
  • At least 3 years of experience in financial services management
  • Previous training experience or role as branch administrator in financial services
  • Strong understanding of wealth management, sales force, and investment products
  • Knowledgeable about KYC and regulatory requirements
  • Project management and problem-solving abilities
  • Familiarity with Microsoft PowerPoint, Word, and Excel

Responsibilities

  • Drive strategic initiatives in coordination with the Regional Director
  • Lead and manage sales support staff across primary and satellite branches
  • Recruit, onboard, and train administrative and support staff
  • Conduct performance evaluations and manage disciplinary actions per firm policy
  • Collaborate with cross-functional groups for process improvement
  • Oversee human resources issues such as benefits and attendance management
  • Escalate management issues to upper leadership as necessary

Benefits

  • Comprehensive health and wellness plans
  • Retirement savings plans with company match
  • Professional development opportunities
  • Employee assistance programs
  • Work-life balance initiatives
Full Job Description
JOB DESCRIPTION

As a Client Service Group Manager in J.P. Morgan Advisors, you will be responsible for managing the sales support staff and administrative staff for the branch. You will also be tasked with managing a wide array of training and process improvement initiatives to support the growth of the J.P. Morgan Advisors office.This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team.

Job responsibilities:

  • Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
  • Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
  • Recruit, select, onboard, train administrative and sales support staff. Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings. Educate all employees on administrative policies and procedures as well as Firm's best practices
  • Conduct performance reviews andexercise professional discretion forcompensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
  • Partner with functional groups across the line of business on process improvement and day to day problem solving.
  • Supervise and manage human resources, benefits issues, attendance, and vacation.
  • Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary. Partner with Regional Director and New York Management to address any management or staffing issues.

Required qualifications, capabilities, and skills:

  • FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully obtain within 180 days from start date
  • Degree in Business, Finance, or other related business discipline
  • Minimum of 3 years financial services management experience
  • Experience in the training field or branch administrator in financial services
  • Understanding of wealth management business, sales force, and investment products
  • Knowledge and understanding of KYC and Regulatory requirements
  • Project management, problem-solving and time management skills
  • Experience with facilitating training sessions (both classroom and virtual)
  • Strong working knowledge of PowerPoint, Word, Excel

Preferred qualifications, capabilities, and skills:

  • Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team. Ability to interface with people at different levels within the organization and various locations.
  • Excellent verbal and written communication skills. Ability to multi-task and work well under pressure. Prior experience in meeting deadlines and exceeding expectations. Ability to perform well in a deadline-driven, fast-paced environment.
  • High attention to detail, good analytical skills, must be a team player

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.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

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.

Acing the Interview

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
Finance & Insurance
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ
CCF
* Ladders Estimates

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