J.P. Morgan Wealth Management - Vice President, Client Specialist Business Manager - JPMorgan Chase
Los Angeles, CA
About the Job
The J.P. Morgan Wealth Management (USWM) 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, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.
As a Vice President, Client Specialist Business Manager within J.P. Morgan Wealth Management, you will be responsible for providing sales support to a team of Client Specialists, leading a team of Client Specialist Associates, and promoting forward initiatives in various areas of Wealth Management. You will also partner with the Marketing team to deliver compelling resources, establish and enhance business reporting platforms, and support day-to-day business operations. This role offers the opportunity to work closely with executive leadership, gain exposure to business strategy and program management, and contribute to a diverse range of projects
Job responsibilities
+ Provide sales support to a team of three Client Specialists
+ Oversee and Lead a team of 4 (and growing) Client Specialist Associates across the country who also deliver sales support to Client Specialists
+ Lead projects and drive forward initiatives in a range of areas of Wealth Managementrelated to the Client Specialist strategy, including: Internal and External Marketing, Sales Training, Recruiting, and Business Reporting
+ Be lead business manager for Head of the Client Specialists
+ Partner with Marketing team to deliver compelling internal and external marketingresources for the Client Specialist team
+ Deliver ongoing sales training resources and program for key referral sources
+ Serve as key partner in advancing recruiting efforts to grow the Client Specialist team
+ Establish and enhance business reporting platform related to Client Specialist results
+ Support 3 Client Specialists in all aspects of the sales cycle, including prospect research,prospect outreach, meeting preparation and participation in meetings, pitch bookdevelopment, analyses, scheduling and administration
+ Identify areas of opportunity to help drive priorities forward
+ Support day-to-day business operations such as internal communications and Client Specialist issues/questions
Required qualifications, capabilities, and skills
+ Bachelor's Degree with at least 6 years of financial services industry experience
+ Strong business management and/or project management experience
+ Excellent interpersonal skills with the ability to successfully engage and influencea broad range of individuals across businesses lines and key support functions
+ Self-starter with ability to work independently
+ Strong analytical skills, with a high level of attention to detail
+ Exceptional verbal and written communication skills
+ Strong organizational skills with ability to execute on multiple objectivessimultaneously in a demanding environment
+ Team-oriented with ability to interact effectively with individuals at varyinglevels of the organization with varying responsibilities, including management,marketing, compliance, legal, operations, sales, and technology
+ Advanced skills with Excel and PowerPoint presentations
Preferred qualifications, capabilities, and skills
+ Wealth Management Experience
+ Experience in sales, marketing, training, recruiting, and business reporting
+ Series 7/63/65 licensed 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, 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
Base Pay/Salary
Los Angeles,CA $95,000.00 - $165,000.00 / year
As a Vice President, Client Specialist Business Manager within J.P. Morgan Wealth Management, you will be responsible for providing sales support to a team of Client Specialists, leading a team of Client Specialist Associates, and promoting forward initiatives in various areas of Wealth Management. You will also partner with the Marketing team to deliver compelling resources, establish and enhance business reporting platforms, and support day-to-day business operations. This role offers the opportunity to work closely with executive leadership, gain exposure to business strategy and program management, and contribute to a diverse range of projects
Job responsibilities
+ Provide sales support to a team of three Client Specialists
+ Oversee and Lead a team of 4 (and growing) Client Specialist Associates across the country who also deliver sales support to Client Specialists
+ Lead projects and drive forward initiatives in a range of areas of Wealth Managementrelated to the Client Specialist strategy, including: Internal and External Marketing, Sales Training, Recruiting, and Business Reporting
+ Be lead business manager for Head of the Client Specialists
+ Partner with Marketing team to deliver compelling internal and external marketingresources for the Client Specialist team
+ Deliver ongoing sales training resources and program for key referral sources
+ Serve as key partner in advancing recruiting efforts to grow the Client Specialist team
+ Establish and enhance business reporting platform related to Client Specialist results
+ Support 3 Client Specialists in all aspects of the sales cycle, including prospect research,prospect outreach, meeting preparation and participation in meetings, pitch bookdevelopment, analyses, scheduling and administration
+ Identify areas of opportunity to help drive priorities forward
+ Support day-to-day business operations such as internal communications and Client Specialist issues/questions
Required qualifications, capabilities, and skills
+ Bachelor's Degree with at least 6 years of financial services industry experience
+ Strong business management and/or project management experience
+ Excellent interpersonal skills with the ability to successfully engage and influencea broad range of individuals across businesses lines and key support functions
+ Self-starter with ability to work independently
+ Strong analytical skills, with a high level of attention to detail
+ Exceptional verbal and written communication skills
+ Strong organizational skills with ability to execute on multiple objectivessimultaneously in a demanding environment
+ Team-oriented with ability to interact effectively with individuals at varyinglevels of the organization with varying responsibilities, including management,marketing, compliance, legal, operations, sales, and technology
+ Advanced skills with Excel and PowerPoint presentations
Preferred qualifications, capabilities, and skills
+ Wealth Management Experience
+ Experience in sales, marketing, training, recruiting, and business reporting
+ Series 7/63/65 licensed 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, 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
Base Pay/Salary
Los Angeles,CA $95,000.00 - $165,000.00 / year
Source : JPMorgan Chase
