J. P. Morgan Wealth Management - Vice President, Affluent Operations Manager

JPMorgan Chase • Westerville, OH • 3h ago

J. P. Morgan Wealth Management empowers investors to achieve long-term financial goals through a blend of digital and personalized service. Our team collaborates across Chase Wealth Management, J.P. Morgan Securities, and J.P. Morgan Self-Directed Investing, supporting clients with ~$400 billion in assets and ~4,000 advisors nationwide.

As the Vice President, Affluent Operations Manager within J. P. Morgan Wealth Management, you will oversee a team of investment Client Service Professionals dedicated to providing exceptional service to high-net-worth clients. Your leadership will focus on coaching and motivating your team to deliver a best-in-class experience, emphasizing a culture of hospitality and client obsession. These professionals interact with our most affluent clients through both telephone and digital collaboration tools. Success in this role requires adaptability, a commitment to excellence, and the ability to foster high performance. Building strong partnerships within the business and collaborating effectively in a matrix organization are essential for achieving outstanding results.

Job Responsibilities:

Partner closely and collaborate with respective client-facing teams and internal business groups to guide and deliver on the Affluent Service Model.

Lead a passion for our Client First culture, ensuring a flawless best-in-class client experience and helping to shape the strategic vision for the team.

Ensure talent and performance strategies are in place to coach, develop, and promote investment client professionals, including performing call monitoring reviews to ensure quality interactions.

Lead integration with One Chase partners, including but not limited to Banking, Lending, and digital.

Promote the firm's commitment to diversity and inclusion.

Create a culture of risk and control that acts with appropriate understanding and urgency, with ultimate responsibility to safeguard our customers and our business.

Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit, and execute with a sense of urgency.

Develop and conduct training when gaps in team and individual needs are identified.

Translate knowledge of financial markets and economic trends in the execution of growth strategy.

Guide success through coaching and developing the investment client professionals' ability to successfully deepen client relationships through proactive outreach and business partner referrals.

Meeting collective team performance in alignment with business objectives and/or site expectations.

Required qualifications, capabilities, and skills

Partner across the firm to influence and define the strategic vision of the team, collaborating with various product teams.

Proven track record of developing and coaching high-performing teams, and recruiting talent by building a personal network of contacts.

High degree of investment services and product acumen, with a keen interest in the financial markets.

Outstanding communication skills, attention to detail, and excellent follow-through.

Strong sense of prioritization, urgency, execution, and delivery, with a commitment to upholding a sound risk and controls environment.

Innovative and creative thought leader with exceptional problem-solving skills, familiar with call center construct.

Ambitious, enthusiastic, self-directed, and energetic approach to work.

Familiar with call center construct.

FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories; FINRA Series 9/10 (or equivalent) required.

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

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