Location: San Antonio, TX, United States

At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. 

As a Vice President, Operations Manager 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.

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

Preferred qualifications, capabilities, and skills

• College degree or equivalent experience 
• Financial services and/or banking industry experience 
• Series 9/10 (or equivalent) required or commitment to obtain within 90 days of hire. 
• 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 – 6 pm EST.

 

 

Lead, coach, and inspire our Wealth team to deliver best-in-class, hospitality-driven service for our most affluent clients