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J.P. Morgan Wealth Management - Private Client Investment Associate Program Manager
Chicago, IL; Dallas, TX; Irvine, CA; Los Angeles, CA; New York, NY; San Diego, CA
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On-site
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Full-time
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1d ago
The JPMorgan Wealth Management (JPMWM) business is dedicated to helping investors achieve their long-term financial goals. It encompasses Chase Wealth Management, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing, J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. With ~$400 billion in assets under management and ~4,000 advisors across 3,500 branches and 21 offices, we are seeking a Private Client investment Associate Program Manager to lead our team of Private Client Investment Managers.
As a Private Client Investment Associate Program Manager 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.
FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorgan Chase's review of criminal conviction history, including pretrial diversions or program entries.
ABOUT US
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:
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
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JPMorgan Chaseについて

JPMorgan Chase
PublicJPMorgan Chase & Co. is an American multinational banking institution headquartered in New York City and incorporated in Delaware. It is the largest bank in the United States, and the world's largest bank by market capitalization as of 2025.
300,000+
従業員数
New York City
本社所在地
$500B
企業価値
レビュー
3.8
10件のレビュー
ワークライフバランス
3.5
報酬
4.0
企業文化
3.8
キャリア
3.2
経営陣
2.8
68%
友人に勧める
良い点
Good benefits and compensation
Supportive colleagues and environment
Flexible work arrangements
改善点
Long hours and heavy workload
Management issues and lack of direction
High stress and expectations
給与レンジ
44件のデータ
Analyst
Junior/L3
Mid/L4
Senior/L5
Analyst · Analyst, Investment Banking
6件のレポート
$126,500
年収総額
基本給
$110,000
ストック
-
ボーナス
-
$103,500
$201,250
面接体験
4件の面接
難易度
3.0
/ 5
期間
14-28週間
内定率
50%
体験
ポジティブ 25%
普通 75%
ネガティブ 0%
面接プロセス
1
Application Review
2
HR Screen
3
Hiring Manager Interview
4
In-person/Final Interview
5
Offer
よくある質問
Behavioral/STAR
Past Experience
Culture Fit
Financial Knowledge
Case Study
ニュース&話題
JPMorgan Chase & Co. (NYSE:JPM) Shares Down 1% - Here's Why - MarketBeat
MarketBeat
News
·
Today
JPMorganChase adding 400 jobs in Charlotte as part of consolidation - Queen City News
Queen City News
News
·
1d ago
SPONSORED How JPMorganChase is scaling support for small businesses - Axios
Axios
News
·
1d ago
JPMorgan Chase adds Matthews to its growing list of Charlotte-area branches - The Business Journals
The Business Journals
News
·
1d ago