JP Morgan Chase & Co.

J.P. Morgan Wealth Management - Central Supervisory Vice President Annuity Manager - Columbus, OH, Tempe, AZ, San Antonio and Plano, TX

JP Morgan Chase & Co. • $110K — $130K *
Tempe, AZ 85281In-Person
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Minimum 7 years in the securities and investment industry
  • Deep understanding of advisory services and complex client accounts
  • Knowledge of US financial regulations, including FINRA rules
  • Proven ability to make independent, risk-based decisions
  • Strong research, analytical, and problem-solving skills
  • Excellent communication skills at all levels
  • Active and valid FINRA Series 7 and 66 licenses (or equivalent) and State Life & Health Insurance license

Responsibilities

  • Conduct suitability reviews for annuity and insurance products
  • Escalate supervisory issues and recommend actions
  • Partner with Supervisory Managers to resolve exceptions
  • Review work items escalated by junior team members
  • Deliver training to new team members
  • Identify and drive process improvements
  • Articulate findings and recommendations to management

Benefits

  • Collaborative team environment
  • Opportunities for professional development and training
  • Ability to influence and implement positive change
  • Engagement in meaningful work that improves client lives
  • Dynamic and evolving work atmosphere
Full Job Description
JOB DESCRIPTION

As a Central Supervisory Manager in the Central Supervision team, you ensure the suitability and compliance of annuity and insurance products for our clients. You collaborate with colleagues across the organization to resolve supervisory issues and drive process improvements. You help train new team members and influence positive change. Together, we create solutions that make lives better and build long-term relationships with our clients.

Job Responsibilities

  • Conduct suitability reviews for a variety of annuity and insurance products
  • Escalate supervisory issues and recommend appropriate actions
  • Partner strategically with field Supervisory Managers and registered personnel to resolve exceptions
  • Review work items escalated internally by junior team members
  • Deliver training to newly hired team members
  • Identify and drive process improvements
  • Influence stakeholders and align them to final resolutions
  • Complete project work and additional tasks as assigned
  • Articulate findings and recommendations clearly to management
  • Maintain strong organization and attention to detail
  • Meet service level agreements and project deadlines through effective time management

 

Required Qualifications, Capabilities, and Skills

  • Minimum 7 years of experience in the securities and investment industry
  • Deep understanding of advisory services, products, and complex client accounts
  • Working knowledge of US financial regulations, including FINRA rules
  • Proven ability to make sound, risk-based decisions independently
  • Strong research, analytical, and problem-solving skills
  • Excellent interpersonal, verbal, and written communication skills
  • Ability to collaborate across multiple levels of supervision
  • Active and valid FINRA Series 7 license
  • Active and valid FINRA Series 66 (or 63 and 65), 9/10 (or 4, 24, 53), and State Life & Health Insurance license, or ability to obtain within 120 days of hire
  • Strong organization skills and attention to detail
  • Demonstrated ability to work in a dynamic, evolving team environment

 

Preferred Qualifications, Capabilities, and Skills

  • Bachelor’s degree
  • Experience delivering training and mentoring team members
  • Experience driving process improvements and change initiatives
  • Advanced analytical skills for identifying trends and patterns
  • Experience influencing stakeholders and aligning teams to resolutions
  • Strong project management skills
  • Familiarity with digital solutions in wealth management

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
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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