Wealth Management Remote Advice Site Leader

As the Remote Wealth Management Site Leader within US Wealth Management, you will lead multiple Advisor teams that work in a team environment to offer comprehensive investments solutions and advice to team members.

Job Responsibilities

• Thinks strategically, sets goals, communicates clearly and collaborates & influences appropriately to accomplish JP Morgan Wealth Management goals
• Establishing a new regional center by recruiting, hiring and staffing top talent partnering with internal recruiting resources and leveraging personal network. 
• Responsible for managing talent strategy of the site, and ensuring growth and career development of advisors and leaders
• Play a leadership role in developing alternative investment channels that include client access to digital tools and financial consultants
• Ensure talent and performance strategies are in place to coach, develop and promote Financial Consultant Team Leads, including performing call monitoring reviews to ensure quality interactions
• Champion diversity and inclusion across all staff.
• Be a visionary who influences the use of technology to meet the customers’ needs of today and the future
• Closely partner with Legal, Risk, Control and Compliance and be expected to manage all day-to-day administrative, supervisory and operational aspects of the site in order to achieve JP Morgan Wealth Management Investment Direct strategic objectives
• Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital
• Respond to events, make tactical decisions, and execute plans (e.g. test and learn call deployment, call volume spike due to market conditions, resiliency issues, etc.)
• Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy

Required qualifications, skills and capabilities

• An investment industry leader with10 years or more of leadership experience in wealth management or brokerage; strong business and investment acumen - knowledge of Investment Products, Individual Retirement Accounts (IRAs), managed accounts, and employee benefit programs required
• Ability to balance producing strong results with proper risk management, strong compliance record in previous position(s)
• Ability to manage multiple priorities in a fast paced environment; adaptive to change
• Excellent communication skills, highly professional and experienced in creating and presenting information to large audiences at various levels of the organization
• Extremely organized and detail oriented, demonstrated knowledge of Windows, Microsoft Office software (Word, Excel, PowerPoint, etc.)
• A valid and active Series 7
• A valid and active Series 66 license is required or ability to obtain within 60 days of starting in the role as a condition of employment
• 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

• A valid and active Life and Health Insurance license is required or may be obtained within 60 days of starting in the role as a condition of employment

  Preferred Qualifications

• Bachelor’s Degree preferred or equivalent work experience required

This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.

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, paid in the form of cash and/or forfeitable equity, 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