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Join J.P. Morgan Advisors, a global ultra-high net worth wealth management division, as their Client Service Group Manager in Dallas, TX. Manage sales support and administrative staff, drive strategic initiatives, and oversee training programs. Ensure regulatory compliance and maintain a high-performing team through recruitment, training, and performance evaluations. Key responsibilities include sales support management, staff training, process improvement, and close collaboration with regional and management teams. Ideal candidates hold a business/finance degree, possess 3+ years of financial services management experience, and have obtained FINRA SIE, Series 7, 66, 9 & 10 licenses. Experience in wealth management, regulatory compliance, and training facilitation is strongly preferred. This is an excellent opportunity to grow within a dynamic team, with a focus on professional development and career advancement.

Compensation: Not specified
City: Dallas, New York City
Country: United States

Full Job Description

Location: Dallas, TX, United States

Join our team at 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.

As a Client Service Group Manager in J.P. Morgan Advisors, you will be responsible for managing the sales support staff and administrative staff for the branch. You will also be tasked with managing a wide array of training and process improvement initiatives to support the growth of the J.P. Morgan Advisors office. This position will dually report to the Head of the Client Service Group and the local Regional Director and is part of the branch management team.

Job responsibilities:

Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
Recruit, select, onboard, train administrative and sales support staff. Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings. Educate all employees on administrative policies and procedures as well as Firm's best practices
Conduct performance reviews and exercise professional discretion for compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
Partner with functional groups across the line of business on process improvement and day to day problem solving.
Supervise and manage human resources, benefits issues, attendance, and vacation.
Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary. Partner with Regional Director and New York Management to address any management or staffing issues.

Required qualifications, capabilities, and skills:

FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully obtain within 180 days from start date
Degree in Business, Finance, or other related business discipline
Minimum of 3 years financial services management experience
Experience in the training field or branch administrator in financial services
Understanding of wealth management business, sales force, and investment products
Knowledge and understanding of KYC and Regulatory requirements
Project management, problem-solving and time management skills
Experience with facilitating training sessions (both classroom and virtual)
Strong working knowledge of PowerPoint, Word, Excel

Preferred qualifications, capabilities, and skills:

Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team. Ability to interface with people at different levels within the organization and various locations.
Excellent verbal and written communication skills. Ability to multi-task and work well under pressure. Prior experience in meeting deadlines and exceeding expectations. Ability to perform well in a deadline-driven, fast-paced environment.
High attention to detail, good analytical skills, must be a team player

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 JPMorganChases review of criminal conviction history, including pretrial diversions or program entries.

Support Financial Advisors and their clients as a dedicated Client Associate at J.P. Morgan Advisors.

Full Job Description

Location: Dallas, TX, United States

Job responsibilities:

Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
Recruit, select, onboard, train administrative and sales support staff. Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings. Educate all employees on administrative policies and procedures as well as Firm's best practices
Conduct performance reviews and exercise professional discretion for compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
Partner with functional groups across the line of business on process improvement and day to day problem solving.
Supervise and manage human resources, benefits issues, attendance, and vacation.
Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary. Partner with Regional Director and New York Management to address any management or staffing issues.

Required qualifications, capabilities, and skills:

FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully obtain within 180 days from start date
Degree in Business, Finance, or other related business discipline
Minimum of 3 years financial services management experience
Experience in the training field or branch administrator in financial services
Understanding of wealth management business, sales force, and investment products
Knowledge and understanding of KYC and Regulatory requirements
Project management, problem-solving and time management skills
Experience with facilitating training sessions (both classroom and virtual)
Strong working knowledge of PowerPoint, Word, Excel

Preferred qualifications, capabilities, and skills:

Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team. Ability to interface with people at different levels within the organization and various locations.
Excellent verbal and written communication skills. Ability to multi-task and work well under pressure. Prior experience in meeting deadlines and exceeding expectations. Ability to perform well in a deadline-driven, fast-paced environment.
High attention to detail, good analytical skills, must be a team player

FEDERAL DEPOSIT INSURANCE ACT:

Support Financial Advisors and their clients as a dedicated Client Associate at J.P. Morgan Advisors.

J.P. Morgan Advisors - Client Service Manager - Dallas, TX

Full Job Description

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