J.P. Morgan Advisors - Associate Market Executive, Executive Director - JPMorgan Chase
Miami, FL
About the Job
J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. The Market Executive role will lead the market and report directly to a Regional Director. The Market Executive is responsible for all aspects of leadership and management in their market including managing across a matrix leadership team and representing J.P. Morgan Advisors locally. You will establish, maintain, and build relationships while delivering exceptional client service.
As a Market Executive within J.P. Morgan Advisors, you will be at the forefront of managing and leading the market, reporting directly to a Regional Director. You will be responsible for all aspects of leadership and management in your market, including managing across a matrix leadership team and representing J.P. Morgan Advisors locally. Your role will involve establishing, maintaining, and building relationships while delivering exceptional client service. You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture of teamwork, results-oriented, and client-focused. This role requires adaptability, a proactive approach, and a strong understanding of risk management processes and policies.
Job Responsibilities:
+ Attract and retain Advisor talent through sourcing, recruiting and hiring efforts
+ Lead the market to acquire and drive business opportunities by coaching and developing Financial Advisors
+ Build a network across the organization to support the broader goals of the business and the firm
+ Balance the needs of clients and the needs of the firm establishing and maintaining a strong controls environment
+ Understand and adhere to our risk management processes and policies; leveraging available reporting and tools
+ Foster a culture of teamwork, results oriented and client focused
+ Work with partners, including but not limited to, Supervision and Compliance functions to ensure best practices
Required qualifications, capabilities, and skills:
+ Series 7, 9, 10, 66 and SIE licenses required
+ A self-starter who works well independently in a fast-paced, client driven environment
+ Proven track record of attracting, developing and retaining top talent
+ Clear ability to recognize and anticipate advisor and client needs in a proactive way
+ Manages issues to resolution through consistent follow-up
+ Ability to communicate effectively with clients and maintain professionalism in difficult situations
+ Will need to be adaptable and comfortable with change (will need to keep up with changes in technology and regulations)
+ Highly proficient user of Outlook, Word, PowerPoint and Excel
Preferred qualifications, capabilities, and skills:
+ Bachelor's degree required; MBA, JD or CFA or other professional designation strongly preferred.
+ 7+ years of management or relevant experience within the financial services industry as a sales practice leader and/or assistant branch/regional manager
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
As a Market Executive within J.P. Morgan Advisors, you will be at the forefront of managing and leading the market, reporting directly to a Regional Director. You will be responsible for all aspects of leadership and management in your market, including managing across a matrix leadership team and representing J.P. Morgan Advisors locally. Your role will involve establishing, maintaining, and building relationships while delivering exceptional client service. You will have the opportunity to attract and retain Advisor talent, promote business opportunities, and foster a culture of teamwork, results-oriented, and client-focused. This role requires adaptability, a proactive approach, and a strong understanding of risk management processes and policies.
Job Responsibilities:
+ Attract and retain Advisor talent through sourcing, recruiting and hiring efforts
+ Lead the market to acquire and drive business opportunities by coaching and developing Financial Advisors
+ Build a network across the organization to support the broader goals of the business and the firm
+ Balance the needs of clients and the needs of the firm establishing and maintaining a strong controls environment
+ Understand and adhere to our risk management processes and policies; leveraging available reporting and tools
+ Foster a culture of teamwork, results oriented and client focused
+ Work with partners, including but not limited to, Supervision and Compliance functions to ensure best practices
Required qualifications, capabilities, and skills:
+ Series 7, 9, 10, 66 and SIE licenses required
+ A self-starter who works well independently in a fast-paced, client driven environment
+ Proven track record of attracting, developing and retaining top talent
+ Clear ability to recognize and anticipate advisor and client needs in a proactive way
+ Manages issues to resolution through consistent follow-up
+ Ability to communicate effectively with clients and maintain professionalism in difficult situations
+ Will need to be adaptable and comfortable with change (will need to keep up with changes in technology and regulations)
+ Highly proficient user of Outlook, Word, PowerPoint and Excel
Preferred qualifications, capabilities, and skills:
+ Bachelor's degree required; MBA, JD or CFA or other professional designation strongly preferred.
+ 7+ years of management or relevant experience within the financial services industry as a sales practice leader and/or assistant branch/regional manager
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Source : JPMorgan Chase
