J.P. Wealth Management National Branch Remote Advice Site Leader - Executive Dir

Think strategically, set clear goals, and communicate, collaborate, and influence effectively to advance J.P. Morgan Wealth Management's objectives.

Establish new regional center(s) by recruiting, hiring, and staffing top talent—partnering with internal recruiting resources and leveraging personal networks.

Manage the talent strategy for assigned site(s) and/or regions, ensuring the growth and career development of advisors and leaders.

Play a leadership role in developing alternative investment channels, including client access to digital tools and financial advisors.

Ensure talent and performance strategies are in place to coach, develop, and promote Financial Advisor Team Leads, including conducting call monitoring reviews to maintain quality interactions.

Own end-to-end leadership of the client and employee experience within the site(s).

Champion diversity and inclusion across all staff.

Serve as a visionary who shapes the use of technology to meet customers' current and future needs.

Partner closely with Legal, Risk, Control, and Compliance teams, and manage all day-to-day administrative, supervisory, and operational aspects of the site(s) to achieve J.P. Morgan Remote Wealth Management's strategic objectives.

Drive integration with One Chase partners, including but not limited to Banking, Lending, and Digital.

Lead key initiatives, process improvements, and resolution of challenges identified at the site location(s) on a daily basis.

Make tactical decisions and execute plans (e.g., test-and-learn call deployment, managing call volume spikes due to market conditions, resiliency issues, etc.).

Translate knowledge of financial markets and economic trends into effective growth strategy execution.

Qualifications:

10+ years of leadership experience in wealth management or brokerage, with strong business and investment acumen, including knowledge of investment products, IRAs, managed accounts, and employee benefit programs.

Proven ability to balance strong results with sound risk management, backed by a strong compliance record.

Skilled at managing multiple priorities in a fast-paced environment and adapting readily to change.

Excellent communication skills, with experience presenting to large audiences across various levels of the organization.

Highly organized and detail-oriented, with demonstrated proficiency in Windows and Microsoft Office (Word, Excel, PowerPoint, etc.).

Active Series 9/10 license required.

Active Series 7 license required.

Active Series 66 license required, or must be obtained within 60 days of starting as a condition of employment.

Active Life and Health Insurance license required, or must be obtained within 60 days of starting as a condition of employment.

Bachelor's degree preferred, or equivalent work experience required.

Originally posted on Himalayas