You will partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates

• Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise

• Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team

• Provide field feedback to practice management on key initiatives

• Review and approve time and attendance records for Private Client Investment Associates

• Assist with resolution of various technology issues

• Maintain and update Independent Advisor coverage report

• Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors

• Wealth

• Maintain and track revenue share agreements for Private Client Investment Associates

• Strengthen relationships with internal business partners including One Chase partners and branch leadership

• Focus on the employee experience, help define and drive an inclusive culture within the organization

Required qualifications, capabilities, and skills

• 3-5 years proven experience leading teams and coaching in a client-focused environment

• Series 7, 66, 9 & 10, Life and Health Insurance

• Innovative thinker able to drive future engagement with clients to provide an exceptional experience

• Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility

• Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e.

Consumer Banking & Business Banking:

• Strong communication skills, highly professional, attention to detail and excellent follow-through

• High degree of Wealth and / or investment product and technology acumen

• Ability to travel 25% of the time