Beginning on Friday, May 15 at 6:00 p.m. ET/ 11:00 p.m. BST/ May 16 at 3:30 a.m. IST/ 6:00 a.m. HKT and extending through
May 31, the opportunities page will be unavailable to search and apply for jobs as we work to improve your experience.

Apply Now    

Investment Advisor Team Lead-ONBOARDING TEST

Job Description

The Private Client Direct business is a part of JPMorgan's Private Client Services business.  Private Client Services is a wealth management business of JPMorgan focused on the banking, trust, and investment need of high net worth clients in the US (clients with a net worth of $1-25 million).  Within Private Client Services, the Private Client Direct team is a business unit focused on servicing the banking and investment needs of high net worth clients who are currently maintaining smaller balances with the firm.  These emerging clients represent a key area of focus to drive growth for Private Client Services.  The two primary goals of the Private Client Direct team are: 1) growing revenue and total client positions covered by the team, and 2) transferring large relationships to the principal relationship teams in Private Client Services and identifying opportunities successfully captured by those principal teams.
 
Primary responsibilities for the Advisor Team Lead include:
  • Coordinating operational and business matters with the Private Client Direct National Director
  • Partnering with the Private Client Direct Market Administrative Officer to ensure adherence of operating processes and procedures
  • Managing and assessing risk and implementing appropriate mitigation strategies
  • Proactively identifying opportunities to expand client relationships and cross-sell opportunities; transferring relationships to principal teams as appropriate.
  • Providing supervisory and sales management for a team of Investment Advisors and Assistants
  • Coaching and developing team members to build excellent client relationship and account management skills
  • Actively following-up on client contacts to deepen relationships and ensure a positive client experience
  • Executing brokerage transactions when necessary
  • Coordinating closely with investment practice management team
This position will require / requires National Mortgage Licensing System and Registry (NMLS) registration under the terms of the Safe Act of 2008. As such, upon active employment with JP Morgan Chase, you will be required to either register via the NMLS registry or re-register and move your previous registration to JP Morgan Chase's registration rolls. Your continued employment in this position with JP Morgan Chase is contingent upon successful registration after your start date and annual re-registration thereafter. In addition, information obtained during the registration process may impact your employment with the firm.
 
Further information about the registry and the requirements of registration can be found at: http://mortgage.nationwidelicensingsystem.org/SAFE/Pages/default.aspx
Qualifications:
  • NASD Series 7 required; 66 (or 63&65), 9, 10, 24 preferred or must be able to obtain shortly after hire
  • 7-10 years in the Investment management or advisory business
  • Bachelor's degree or equivalent experience
  • Advanced degree such as MBA, CFA or industry related certification is preferred
  • Proven leadership, organizational and coaching skills
  • Strong supervisory experience
  • Strong sales and sales management experience
  • Excellent verbal and written communication skills
  • Broad trading experience and strong knowledge of trading strategies and factors that influence market trends
  • Exceptional relationship management skills and ability to partner with principal teams

JPMorgan Chase is an equal opportunity and affirmative action employer M/F/Disability/Veteran

Req #: 180000200
Location: Westerville, OH US
Job Category: Relationship Management/Sales
Employment Type: Full Time
Potential Referral Amount: 0 US Dollar (USD)

Apply Now    

Join our Talent Community

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.

Join Now

Privacy Statement

Any information you provide is confidential and will only be viewed by our recruiters in an effort to fill open positions. In addition, the information you provide is subject to our privacy policy practices.

Please note that J.P. Morgan will not accept unsolicited approaches or speculative CVs, nor will J.P. Morgan be responsible for any related fees, from Third Party Firms who are not preferred suppliers.

The firm invites all interested and qualified candidates to apply for employment opportunities.

Need disability related assistance?

If you are a US or Canadian applicant with a disability who is unable to use our online tools to search and apply for jobs, please contact us by calling (US and Canada Only) 1-866-777-4690. Please indicate the specifics of the assistance needed.


Keep in touch

Not ready to apply? Leave your information with us and we will keep you up to date with new career opportunities.