JPMorganChase
J.P. Morgan Wealth Management - Regional Support Lead (Vice President) - Cherry
JPMorganChase, Cherry Hill, New Jersey, United States,
JOB DESCRIPTION
US Wealth Management offers a wide variety of investment products and services through J.P. Morgan’s advisors across Chase Wealth Management and J.P. Morgan Securities as well as Digital Wealth Management and You Invest platforms. It spans across ~4,000 Advisors that work out of 3,500 branches and 21 offices. The business is highly dynamic given the rapid evolution of client behavior, presenting challenges in how we evolve to meet client needs as well as opportunities to serve our clients more efficiently and effectively.
Reporting to the Divisional Strategy & Support Manager and aligned with a Regional Director – Wealth and serve as a liaison to the Market Directors-Wealth, driving the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the Wealth Management business and One Chase partnerships. This role requires flexibility, and the ability to work in an environment operating at a rapid pace
Job responsibilities
Reporting to a Regional Director- Wealth, provide day-to-day support, drive and track regional focus on Investment growth plans across markets
Partner with Divisional Strategy and Support Manager to assist in the coordination, implementation, and messaging of key business initiatives
Partner with the Regional Director of Wealth to track and drive execution on strategic initiatives across all markets
Partner with Market Directors of Wealth to support Advisor performance and development through onboarding and training, and periodic in field workshops to improve Advisor effectiveness and expertise
You will identify opportunities to develop and deliver action plans, best practices and people objectives across the region and within markets
Partner with Divisional support team to assist in the coordination, implementation and messaging of key business initiatives
Strengthen relationships with internal business partners at the region level to enhance and influence a culture of One Chase, i.e. Consumer, Home Lending, Business Banking, Card
Lead identification and sharing of best practices in delivering on our passion to meet and exceed our client expectations and creating a client obsession culture
Coordinate with the Business Manager to drive scorecard results, coordination business review plans and content
Partners with the Business Manager to meet staffing targets, with a focus on Advisor recruitment and attrition tracking
Support approach to regional and local event planning
Focus on the Employee Experience; coordinate with Culture Council to understand and implement opportunities and recommendations to drive engagement
Serve as proxy in Regional Director of Wealth’s absence
Required qualifications, capabilities, and skills
3-5 years proven experience leading projects and working with business leaders in a client-focused environment
Innovative thinker able to drive engagement with peers and partners
Creates a climate of collaboration in which people want to do their best; motivates and empowers others by inviting input from each person and sharing ownership and visibility
Demonstrated ability to collaborate across Wealth Management and with other One Chase partners i.e. Consumer, Home Lending and Business Banking
Strong communication skills, attention to detail and excellent follow-through
Working knowledge of Wealth and/or investment product and technology acumen
Ability to travel 50% of the time
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 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.
#J-18808-Ljbffr
US Wealth Management offers a wide variety of investment products and services through J.P. Morgan’s advisors across Chase Wealth Management and J.P. Morgan Securities as well as Digital Wealth Management and You Invest platforms. It spans across ~4,000 Advisors that work out of 3,500 branches and 21 offices. The business is highly dynamic given the rapid evolution of client behavior, presenting challenges in how we evolve to meet client needs as well as opportunities to serve our clients more efficiently and effectively.
Reporting to the Divisional Strategy & Support Manager and aligned with a Regional Director – Wealth and serve as a liaison to the Market Directors-Wealth, driving the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the Wealth Management business and One Chase partnerships. This role requires flexibility, and the ability to work in an environment operating at a rapid pace
Job responsibilities
Reporting to a Regional Director- Wealth, provide day-to-day support, drive and track regional focus on Investment growth plans across markets
Partner with Divisional Strategy and Support Manager to assist in the coordination, implementation, and messaging of key business initiatives
Partner with the Regional Director of Wealth to track and drive execution on strategic initiatives across all markets
Partner with Market Directors of Wealth to support Advisor performance and development through onboarding and training, and periodic in field workshops to improve Advisor effectiveness and expertise
You will identify opportunities to develop and deliver action plans, best practices and people objectives across the region and within markets
Partner with Divisional support team to assist in the coordination, implementation and messaging of key business initiatives
Strengthen relationships with internal business partners at the region level to enhance and influence a culture of One Chase, i.e. Consumer, Home Lending, Business Banking, Card
Lead identification and sharing of best practices in delivering on our passion to meet and exceed our client expectations and creating a client obsession culture
Coordinate with the Business Manager to drive scorecard results, coordination business review plans and content
Partners with the Business Manager to meet staffing targets, with a focus on Advisor recruitment and attrition tracking
Support approach to regional and local event planning
Focus on the Employee Experience; coordinate with Culture Council to understand and implement opportunities and recommendations to drive engagement
Serve as proxy in Regional Director of Wealth’s absence
Required qualifications, capabilities, and skills
3-5 years proven experience leading projects and working with business leaders in a client-focused environment
Innovative thinker able to drive engagement with peers and partners
Creates a climate of collaboration in which people want to do their best; motivates and empowers others by inviting input from each person and sharing ownership and visibility
Demonstrated ability to collaborate across Wealth Management and with other One Chase partners i.e. Consumer, Home Lending and Business Banking
Strong communication skills, attention to detail and excellent follow-through
Working knowledge of Wealth and/or investment product and technology acumen
Ability to travel 50% of the time
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 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.
#J-18808-Ljbffr