JP Morgan Chase & Co.

J.P. Morgan Wealth Management - Private Client Investment Associate Team Lead - Irvine, CA

JP Morgan Chase & Co. • $100K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience leading teams in a client-focused environment
  • Active Series 7 and Series 66 licenses, with ongoing FINRA education
  • Series 9/10 (or equivalent) required within 60 days of employment
  • Innovative thinker with a focus on client engagement
  • Proven ability to motivate and empower team members
  • Strong collaboration skills across Wealth Management and One Chase partners
  • Excellent communication skills with attention to detail
  • High acumen in Wealth Management, investment products, and technology
  • Willingness to travel 25% of the time

Responsibilities

  • Partner with leadership to implement key business initiatives for Private Client Investment Associates
  • Support performance and development through onboarding, training, and workshops
  • Identify and deliver best practices to enhance client satisfaction
  • Provide field feedback on key initiatives to practice management
  • Review and approve time and attendance records for team members
  • Assist in resolving technology issues
  • Maintain Independent Advisor coverage report
  • Manage relationships between Private Client Investment Associates, Advisors, and Market Directors
  • Track revenue share agreements for Private Client Investment Associates
  • Promote an inclusive culture and enhance employee experience

Benefits

  • Opportunities for professional development and training
  • Collaborative work environment with key partners
  • Focus on employee experience and inclusive culture
  • Access to a wide range of resources within J.P. Morgan Wealth Management
  • Potential for career advancement within a leading financial institution
Full Job Description
JOB DESCRIPTION

As a Private Client Investment Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the J.P. Morgan Wealth Management businesses and One Chase partnerships. This role requires you to be flexible and work in an environment operating at a rapid pace.

Job responsibilities

  • Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates
  • Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise
  • Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team
  • Provide field feedback to practice management on key initiatives
  • Review and approve time and attendance records for Private Client Investment Associates
  • Assist with resolution of various technology issues
  • Maintain and update Independent Advisor coverage report
  • Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors of Wealth
  • Maintain and track revenue share agreements for Private Client Investment Associates
  • Strengthen relationships with internal business partners including One Chase partners and branch leadership
  • Focus on the employee experience, help define and drive an inclusive culture within the organization

 

Required qualifications, capabilities, and skills

  • At least 3 years of experience leading teams and coaching in a client-focused environment
  • A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education requirements 
  • FINRA Series 9/10 (or equivalent), required or must obtain within 60 days of employment  
  • Ability to act as an innovative thinker able to drive future engagement with clients to provide an exceptional experience
  • Ability to create a climate in which people want to do their best by motivating and empowering others by inviting input from each person and sharing ownership and visibility
  • Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
  • Possess strong communication skills, highly professional, attention to detail and excellent follow-through
  • High degree of Wealth Management and investment product and technology acumen
  • Ability to travel 25% of the time

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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