JP Morgan Chase & Co.

J.P. Morgan Wealth Management – Vice President, Client Welcome Group Team Lead - Westerville, OH

JP Morgan Chase & Co.$110K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Active Series 7 and Series 63 licenses required; SIE exam valid if registered after October 1, 2018.
  • FINRA Series 9/10 or ability to obtain within 60 days of start date.
  • Proven experience in leadership and people development with strong coaching skills.
  • Demonstrated ability to attract and recruit talent, with a strong personal network.
  • Deep understanding of investment services, products, and financial markets.

Responsibilities

  • Leverage leadership and communication skills to guide the team.
  • Identify and recruit Client Development Professionals effectively.
  • Implement strategies for coaching and developing team performance.
  • Promote a commitment to diversity and inclusion within the team.
  • Establish a culture of risk management and control to protect clients and the business.

Benefits

  • Collaborative team environment focusing on professional growth.
  • Opportunities for leadership development and advancement.
  • Strong commitment to diversity and inclusion initiatives.
  • Comprehensive support for onboarding new clients.
  • Access to a network of industry professionals and resources.
Full Job Description
JOB DESCRIPTION

As a Client Development Team Leader within our dynamic team, you will be responsible for coaching, motivating, and guiding Licensed Professionals to provide an exceptional and welcoming experience for potential investors and new clients. Your team will collaborate closely with newly on boarded clients during the crucial initial 120 days of a new client relationship, aiming to fulfill their comprehensive service needs and familiarize them with the products, services, and platforms that best match their financial requirements. Your team will handle both inbound and outbound calls to clients and prospects, and introduce potential clients to advisors to strengthen their overall relationship.

 

Job Responsibilities:

  • Leverage your leadership and communication skills
  • Identify opportunities to attract and recruit Client Development Professionals
  • Ensure talent and performance strategies are in place to coach, develop and promote Client Development Professionals, including performing call monitoring reviews to ensure quality interactions
  • Set the tone of commitment to diversity and inclusion
  • Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business

Required qualifications, capabilities and skills:

  • A valid and active Series 7 and Series 63 license is required - If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
  • FINRA Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment
  • Leadership and People Development experience required with a proven track record of developing and coaching high performing teams
  • Proven ability to recruit, source and attract internal and external talent by building and maintaining personal network of contacts
  • High degree of investment services and product acumen and keen interest in the financial markets

Preferred qualifications, capabilities and skills:

  • Bachelors Degree preferred, or 4 years of equivalent work experience required
  • Business Development experience preferred

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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