Location: Houston, TX, United States

As a Private Client Investment Associate Team Leader within JPMorgan Wealth Management, you will be responsible for the strategic leadership of a team that manages the recruiting, training, and development of our Private Client Investment Associates. You will excel in a complex, cross-functional organizational structure and have a proven track record of effective communication and influence across business units. This role provides an opportunity to spearhead projects that promote significant organizational change and impact across various business functions, and to streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives

 

Job Responsibilities:

• Develop and lead the strategic direction for our Advisor Support team, focusing on key areas such as recruitment, onboarding, training, talent development, compensation, and advisor alignment.
• Serve as a key senior leader within Chase Wealth Management, working closely with Divisional and Regional Field Leadership to deliver top-tier client service.
• Spearhead projects that drive significant organizational change and impact across various business functions.
• Streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives.
• Guide and mentor teams to strengthen collaboration between regions, markets, Private Client Investment Associates, and Advisors.

Required Qualifications, Capabilities, and Skills:

• Strong communication skills with the ability to influence stakeholders at multiple levels.
• Innovative thinker with a track record of executing ideas.
• Proven ability to build and retain high-performing teams.
• Ability to motivate and empower others, fostering a climate of excellence.
• Demonstrated success in managing multiple priorities in a fast-paced environment and adaptability to change.
• Valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018.
• Valid and active Series 7
• Valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of employment.
• Valid and active Series 9/10 or Series 24 license required or must be obtained within 60 days of employment.
• Travel required 50% of the time.

Preferred qualifications, capabilities and skills:

• Extensive experience in leading teams within a client-focused setting, preferably in Wealth Management or Consumer Banking.

Lead client service in Chase Wealth Management, driving strategic growth and excellence for your division