JP Morgan Chase & Co.

J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader- New York, NY

JP Morgan Chase & Co. • $120K — $150K *
New York, NY 10172In-Person
Finance & Insurance
Less than 5 years of experience
2 weeks ago
Job Overview by Ladders

Qualifications

  • Strong communication skills with the ability to influence stakeholders at multiple levels.
  • Innovative thinker with a proven track record of executing ideas.
  • Demonstrated ability to build and retain high-performing teams.
  • Ability to motivate and empower others, fostering a climate of excellence.
  • Experience managing multiple priorities in fast-paced environments and adapting to change.
  • Valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018.
  • Valid and active Series 7 license required.
  • Valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of employment.
  • Valid and active Series 9/10 or Series 24 license required or must be obtained within 60 days of employment.
  • Willingness to travel up to 50% of the time.

Responsibilities

  • Develop and lead the strategic direction for the Advisor Support team.
  • Serve as a senior leader within Chase Wealth Management, partnering with leadership to enhance client service.
  • Spearhead projects that initiate significant organizational changes across business functions.
  • Streamline team operations to nurture a culture of excellence and continuous improvement.
  • Mentor teams to strengthen collaboration among regions, markets, Private Client Investment Associates, and Advisors.

Benefits

  • Opportunity for strategic leadership in a prominent financial institution.
  • Chance to impact organizational culture and operations directly.
  • Involvement in fostering talent development across client-focused teams.
  • Access to professional growth within a well-established wealth management firm.
  • Collaborative environment with division and regional field leadership.
Full Job Description
JOB DESCRIPTION

As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be responsible for the strategic leadership of a team that manages the recruiting, training, and development of our Private Client Investment Associates. You will excel in a complex, cross-functional organizational structure and have a proven track record of effective communication and influence across business units. This role provides an opportunity to spearhead projects that promote significant organizational change and impact across various business functions, and to streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives

 

Job Responsibilities:

  • Develop and lead the strategic direction for our Advisor Support team, focusing on key areas such as recruitment, onboarding, training, talent development, compensation, and advisor alignment.
  • Serve as a key senior leader within Chase Wealth Management, working closely with Divisional and Regional Field Leadership to deliver top-tier client service.
  • Spearhead projects that drive significant organizational change and impact across various business functions.
  • Streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives.
  • Guide and mentor teams to strengthen collaboration between regions, markets, Private Client Investment Associates, and Advisors.

Required Qualifications, Capabilities, and Skills:

  • Strong communication skills with the ability to influence stakeholders at multiple levels.
  • Innovative thinker with a track record of executing ideas.
  • Proven ability to build and retain high-performing teams.
  • Ability to motivate and empower others, fostering a climate of excellence.
  • Demonstrated success in managing multiple priorities in a fast-paced environment and adaptability to change.
  • Valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018.
  • Valid and active Series 7
  • Valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of employment.
  • Valid and active Series 9/10 or Series 24 license required or must be obtained within 60 days of employment.
  • Travel required 50% of the time.

Preferred qualifications, capabilities and skills:

  • Extensive experience in leading teams within a client-focused setting, preferably in Wealth Management or Consumer Banking.

 

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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