J.P. Morgan Wealth Management - Client Welcome Group Team Lead, Vice President - JPMorgan Chase
Plano, TX
About the Job
The J.P. Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors and our Self-Directed online investing platform. The combined business has ~$650 billion in assets under management and 4,500 advisors with close to 5,000 locations.
As a Client Development Team Leader, you will be focused on coaching, energizing and leading Licensed Professionals to deliver an exceptional and welcoming experience for prospective investors and new clients. Your team will work closely with newly acquired clients during the critical first 120 days of a new client relationships to meet their comprehensive service needs and orient the client to the products, services and platforms that best suit their financial needs. Your team will make inbound and outbound calls to both clients and prospects and introduce prospective clients to advisors to enhance 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:
+ A valid and active Series 7 and Series 66 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:
+ Bachelor's Degree preferred, or 4 years of equivalent work experience required
+ Business Development experience preferred
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 may receive commission-based pay and/or discretionary incentive compensation 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 Client Development Team Leader, you will be focused on coaching, energizing and leading Licensed Professionals to deliver an exceptional and welcoming experience for prospective investors and new clients. Your team will work closely with newly acquired clients during the critical first 120 days of a new client relationships to meet their comprehensive service needs and orient the client to the products, services and platforms that best suit their financial needs. Your team will make inbound and outbound calls to both clients and prospects and introduce prospective clients to advisors to enhance 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:
+ A valid and active Series 7 and Series 66 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:
+ Bachelor's Degree preferred, or 4 years of equivalent work experience required
+ Business Development experience preferred
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 may receive commission-based pay and/or discretionary incentive compensation 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
