At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

As a Regional Director of Wealth in J.P. Morgan Wealth Management, you will be responsible for driving growth across the region, creating a culture of effective management, and developing great leaders. You will play a vital role in delivering an extraordinary customer experience by empowering our talented employees to surprise and delight our customers during each and every customer interaction. The Regional Director of Wealth oversees Market Directors of Wealth. You will drive the integration of deposits, lending and investments regionally, lead and build belief in the branch model and achieve key, financial metrics including year over year revenue and profit growth, deepening client acquisition and expense management.

Job responsibilities

• Define and execute on excellent customer experience. Develop strategy and operating model to deliver on Customer Promise and exceed customer expectations
• Ensure that all employees are following policies and procedures to maintain a safe and compliant branch environment for customers
• Collaborate with partners firm-wide to provide a seamless “One Chase” experience for our customers. Work with branch teams to utilize technology to best meet customer needs
• Create a culture of risk management and control that acts with appropriate understanding, urgency, and knowledge of the ultimate responsibility to safeguard our customers and business.
• Strategize to lead the region during organizational change and develop regional strategy to achieve key financial targets, including YoY revenue and profit growth, net new money, and expense management
• Drive the integration of deposits, lending and investments regionally, leading and building belief in the branch model and achieving key, financial metrics including YOY revenue and profit growth, NNM, deepening, client acquisition and expense management
• Build strategies (client service model, client segmentation strategy, product solutions, etc.) and find opportunities to deepen and grow customer relationships (affluent and other segments)
• Coach and develop Market Directors of Wealth on best practice techniques about coaching, developing productive recommendations, and general management. Conduct detailed business reviews to deep dive into the results of all market directors
• Ensure talent and performance strategies are in place to attract, retain, and develop diverse employees by identifying and developing managers who build high performing teams
• Deliver on high performance standards and protect the firm and customers through adherence to policy, satisfactory audits and consistent execution of KYC and KYP
• Recruit and retain excellent talent as well as set the tone of commitment to diversity and inclusion

Required qualifications, capabilities, and skills

• 10+ years proven experience coaching and managing multiple layers of management and employees in the organization
• A valid and active FINRA Series 7, 66 (or equivalent) is required
• A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or attained within a 90 days of beginning employment
• Capability to understand the direction of the business and industry; can articulate vision to motivate and influence others
• Ability to effectively lead, coach and manage large organizations remotely
• Ability to improve speed to execution by operating well in an ambiguous / ever –changing environment. Ability to lead through change to support culture of accepting missteps in order to achieve success
• Act as an innovative thinker able to drive future engagement with customers to provide exceptional experience
• Demonstrated ability to build relationships and to proactively collaborate with all other areas of Consumer and Community Banking
• Ability to develop a diverse team and source and attract internal and external talent by building and maintaining personal network of contacts
• Create a climate in which people want to do their best; motivate and empower others by inviting input from each person and sharing ownership and visibility
• High degree of investment services and product acumen, and keen interest in the financial markets

Preferred qualifications, capabilities, and skills

• Bachelor Degree required