Wealth Management Remote Advice Site Leader
TypeFull-time job
LocationUnited States
Posted2 hours ago
As the Remote Wealth Management Site Leader within US Wealth Management, you will lead multiple Advisor teams that work in a team environment to offer comprehensive investments solutions and advice to team members.
Job Responsibilities
Thinks strategically, sets goals, communicates clearly and collaborates & influences appropriately to accomplish JP Morgan Wealth Management goals
Establishing a new regional center by recruiting, hiring and staffing top talent partnering with internal recruiting resources and leveraging personal network.
Responsible for managing talent strategy of the site, and ensuring growth and career development of advisors and leaders
Play a leadership role in developing alternative investment channels that include client access to digital tools and financial consultants
Ensure talent and performance strategies are in place to coach, develop and promote Financial Consultant Team Leads, including performing call monitoring reviews to ensure quality interactions
Champion diversity and inclusion across all staff.
Be a visionary who influences the use of technology to meet the customers’ needs of today and the future
Closely partner with Legal, Risk, Control and Compliance and be expected to manage all day-to-day administrative, supervisory and operational aspects of the site in order to achieve JP Morgan Wealth Management Investment Direct strategic objectives
Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital
Respond to events, make tactical decisions, and execute plans (e.g. test and learn call deployment, call volume spike due to market conditions, resiliency issues, etc.)
Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
Required qualifications, skills and capabilities
An investment industry leader with10 years or more of leadership experience in wealth management or brokerage; strong business and investment acumen - knowledge of Investment Products, Individual Retirement Accounts (IRAs), managed accounts, and employee benefit programs required
Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)
Ability to manage multiple priorities in a fast paced environment; adaptive to change
Excellent communication skills, highly professional and experienced in creating and presenting information to large audiences at various levels of the organization
Extremely organized and detail oriented, demonstrated knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, etc.)
A valid and active Series 7
A valid and active Series 66 license is required or ability to obtain within 60 days of starting in the role as a condition of employment
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
A valid and active Life and Health Insurance license is required or may be obtained within 60 days of starting in the role as a condition of employment
Preferred Qualifications
Bachelor’s Degree preferred or equivalent work experience required
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Originally posted on Himalayas
Job Responsibilities
Thinks strategically, sets goals, communicates clearly and collaborates & influences appropriately to accomplish JP Morgan Wealth Management goals
Establishing a new regional center by recruiting, hiring and staffing top talent partnering with internal recruiting resources and leveraging personal network.
Responsible for managing talent strategy of the site, and ensuring growth and career development of advisors and leaders
Play a leadership role in developing alternative investment channels that include client access to digital tools and financial consultants
Ensure talent and performance strategies are in place to coach, develop and promote Financial Consultant Team Leads, including performing call monitoring reviews to ensure quality interactions
Champion diversity and inclusion across all staff.
Be a visionary who influences the use of technology to meet the customers’ needs of today and the future
Closely partner with Legal, Risk, Control and Compliance and be expected to manage all day-to-day administrative, supervisory and operational aspects of the site in order to achieve JP Morgan Wealth Management Investment Direct strategic objectives
Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital
Respond to events, make tactical decisions, and execute plans (e.g. test and learn call deployment, call volume spike due to market conditions, resiliency issues, etc.)
Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
Required qualifications, skills and capabilities
An investment industry leader with10 years or more of leadership experience in wealth management or brokerage; strong business and investment acumen - knowledge of Investment Products, Individual Retirement Accounts (IRAs), managed accounts, and employee benefit programs required
Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)
Ability to manage multiple priorities in a fast paced environment; adaptive to change
Excellent communication skills, highly professional and experienced in creating and presenting information to large audiences at various levels of the organization
Extremely organized and detail oriented, demonstrated knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, etc.)
A valid and active Series 7
A valid and active Series 66 license is required or ability to obtain within 60 days of starting in the role as a condition of employment
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
A valid and active Life and Health Insurance license is required or may be obtained within 60 days of starting in the role as a condition of employment
Preferred Qualifications
Bachelor’s Degree preferred or equivalent work experience required
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
Originally posted on Himalayas
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