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

- 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.

Responsibilities
- Thinks strategically, sets
goals, communicates clearly and collaborates & influences
appropriately to accomplish JP Morgan Wealth Management goals

- Establishing new regional
center/s by recruiting, hiring and staffing top talent partnering with
internal recruiting resources and leveraging personal network.

- Responsible for managing
talent strategy of the site/s and/or Regions assigned to them, 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 advisors

- Ensure talent and
performance strategies are in place to coach, develop and promote
Financial Advisor Team Leads, including performing call monitoring reviews
to ensure quality interactions

- End to end leadership and ownership
of client and employee experience within the site/s.

- 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/s in order to achieve JP Morgan Remote Wealth Management strategic
objectives

- Drive integration with One
Chase partners to include but may not be limited to Banking, Lending and
digital

- Responsible to drive key
initiatives, process improvements and resolution of key challenges in the
site location/s that are identified on a daily basis

- Responsible for making
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

Qualifications
- An investment industry
leader with 10 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

- Bachelor’s Degree
preferred or equivalent work experience required