Join our dynamic team and become a pivotal force in shaping the future of client engagement at J.P. Morgan Wealth Management. As a leader in our organization, you will drive key business initiatives, foster a culture of client obsession, and empower our Private Client Investment Associates to deliver unparalleled service. With a focus on innovation, collaboration, and excellence, you will play a crucial role in enhancing our client experiences and strengthening our position as a trusted partner in wealth management. Embrace the opportunity to make a meaningful impact and advance your career in a supportive and inclusive environment.

As a Client Service Team Lead within the Private Client Investment Associates team, you will collaborate with leadership to orchestrate and communicate crucial business strategies. Your responsibilities will include bolstering the performance and growth of the associates through extensive onboarding, training, and regular in-field workshops designed to augment their proficiency and knowledge.

Job responsibilities

• Facilitate the onboarding and training of Private Client Investment Associates, conducting workshops to boost their skills and effectiveness.

• Identify and implement best practices to exceed client expectations, fostering a culture of client obsession within the team.

• Provide field feedback to practice management on key initiatives and serve as a liaison between associates, advisors, and market directors.

• Review and approve time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements.

• Assist in resolving various technology issues to ensure smooth operations.

• Strengthen relationships with internal business partners, including One Chase partners and branch leadership, focusing on enhancing the employee experience and driving an inclusive culture.

Required qualifications, capabilities, and skills

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

• FINRA Series 7, 66 or 63/65, 9 & 10 required and the ability to hold registration in all 50 states and territory plus state 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