JP Morgan Chase & Co.

J.P. Morgan Wealth Management - Vice President, Select Banking Services - San Antonio, TX

JP Morgan Chase & Co. • $120K — $150K *
Chicago, IL 60629In-Person
Finance & Insurance
Less than 5 years of experience
Today
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Job Overview by Ladders

Qualifications

  • Proven ability to partner and influence strategy across the firm.
  • Track record of developing high-performing teams and recruiting talent.
  • Strong knowledge of investment services and financial markets.
  • Excellent communication, attention to detail, and follow-through skills.
  • Ability to prioritize, execute, and maintain a strong controls environment.
  • Creative problem-solving skills with experience in call centers.
  • FINRA Series 7 and 63 (or equivalent) required; Series 9/10 commitment preferred.

Responsibilities

  • Partner with client and advisor teams to implement the Affluent Service Model.
  • Champion a Client First culture by enhancing the client experience.
  • Implement talent strategies including coaching and performance reviews.
  • Foster a culture of risk and responsibility in client engagements.
  • Promote diversity and inclusion with innovative solutions.
  • Conduct training to close team capability gaps and improve performance.

Benefits

  • Opportunity for development and leadership coaching.
  • Access to a collaborative workplace culture with emphasis on teamwork.
  • Engagement in diversity and inclusion initiatives.
  • Exposure to a variety of financial products and services.
  • Performance-driven environment focused on client obsession.
Full Job Description
JOB DESCRIPTION

As an Select Banking Leader within our Wealth Management Service team, you will be focused on coaching, energizing, and leading our investment client service professionals to deliver a Best-in-Class service experience by embracing a hospitality culture.  A successful Team Leader creates a culture of excellence, client obsession, and high performance that meets the expectations of our most Affluent investment clients. Adaptability is a key aspect of this role. Partnership and teamwork are crucial. Proven ability to build and sustain strong, cohesive partnerships with the business and other key stakeholders and work effectively in a matrix organization.

Job Responsibilities:

  • Partner closely with client and advisor-facing teams and internal business groups to drive and deliver on the Affluent Service Model, ensuring integration with One Chase partners such as Banking, Lending, and Digital.
  • Champion a Client First culture by building a best-in-class client experience and shaping the strategic vision for the team.
  • Implement talent and performance strategies, including coaching, development, promotion, and call monitoring reviews to ensure quality client interactions.
  • Foster a culture of risk and control, acting with urgency and responsibility to safeguard customers and the business.
  • Promote the firm’s commitment to diversity and inclusion, and proactively identify and implement solutions with an entrepreneurial spirit.
  • Develop and conduct training to address team and individual gaps, translate financial market knowledge into growth strategies, and drive team performance through coaching and deepening client relationships.

Required qualifications, capabilities, and skills

  • Ability to partner across the firm to influence, define the strategic vision of the team and collaborate with various product teams.
  • Proven track record of developing and coaching high-performing teams, and recruiting talent by building a personal network of contacts.
  • High degree of investment services and product acumen, with a keen interest in the financial markets.
  • Outstanding communication skills, attention to detail, and excellent follow-through.
  • Strong sense of prioritization, urgency, execution, and delivery, with a commitment to upholding a sound risk and controls environment.
  • Innovative and creative thought leader with exceptional problem-solving skills, familiar with call center construct.
  • FINRA Series 7 and 63 (or equivalent) required, with ability to register in all 50 states; Series 9/10 (or equivalent) held or commitment to obtain within 90 days of hire. 

Preferred qualifications, capabilities, and skills

  • College degree or equivalent experience 
  • Financial services and/or banking industry experience 
  • 3-5 years of client service experience 
  • Experience with a wide array of financial products preferred
  • Operating Hours: Current target operating hours are Monday – Friday, 8 am EST – 8 pm EST, Saturday, 8 am - 5:30 pm EST
  • Must be able to work onsite Monday - Friday

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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