JPMorgan Chase
J.P. Morgan Wealth Management - Regional Support Lead (Vice President) - Cherry
JPMorgan Chase, Cherry Hill, New Jersey, United States,
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, you will 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. This role requires flexibility and the ability to work in an environment operating at a rapid pace.
Job Responsibilities
Provide day-to-day support to a Regional Director- Wealth, driving and tracking regional focus on Investment growth plans across markets. Assist in the coordination, implementation, and messaging of key business initiatives in partnership with the Divisional Strategy and Support Manager. Track and drive execution on strategic initiatives across all markets with the Regional Director of Wealth. Support Advisor performance and development through onboarding, training, and periodic in-field workshops to improve Advisor effectiveness and expertise. Identify opportunities to develop and deliver action plans, best practices, and people objectives across the region and within markets. Strengthen relationships with internal business partners at the region level to enhance and influence a culture of One Chase, including Consumer, Home Lending, Business Banking, and Card. Lead identification and sharing of best practices in delivering on our passion to meet and exceed client expectations and create a client obsession culture. Coordinate with the Business Manager to drive scorecard results and coordinate business review plans and content. Work with the Business Manager to meet staffing targets, focusing on Advisor recruitment and attrition tracking. Support regional and local event planning. Coordinate with the Culture Council to understand and implement opportunities and recommendations to drive employee engagement. Serve as a proxy in the Regional Director of Wealth's absence. Required Qualifications, Capabilities, and Skills
3-5 years of 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, motivating and empowering 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, including Consumer, Home Lending, and Business Banking. Strong communication skills, attention to detail, and excellent follow-through. Working knowledge of Wealth and/or investment products and technology acumen. Ability to travel 50% of the time. 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 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. 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. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Cherry Hill, NJ $98,800.00 - $156,000.00 / year
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Provide day-to-day support to a Regional Director- Wealth, driving and tracking regional focus on Investment growth plans across markets. Assist in the coordination, implementation, and messaging of key business initiatives in partnership with the Divisional Strategy and Support Manager. Track and drive execution on strategic initiatives across all markets with the Regional Director of Wealth. Support Advisor performance and development through onboarding, training, and periodic in-field workshops to improve Advisor effectiveness and expertise. Identify opportunities to develop and deliver action plans, best practices, and people objectives across the region and within markets. Strengthen relationships with internal business partners at the region level to enhance and influence a culture of One Chase, including Consumer, Home Lending, Business Banking, and Card. Lead identification and sharing of best practices in delivering on our passion to meet and exceed client expectations and create a client obsession culture. Coordinate with the Business Manager to drive scorecard results and coordinate business review plans and content. Work with the Business Manager to meet staffing targets, focusing on Advisor recruitment and attrition tracking. Support regional and local event planning. Coordinate with the Culture Council to understand and implement opportunities and recommendations to drive employee engagement. Serve as a proxy in the Regional Director of Wealth's absence. Required Qualifications, Capabilities, and Skills
3-5 years of 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, motivating and empowering 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, including Consumer, Home Lending, and Business Banking. Strong communication skills, attention to detail, and excellent follow-through. Working knowledge of Wealth and/or investment products and technology acumen. Ability to travel 50% of the time. 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 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. 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. Equal Opportunity Employer/Disability/Veterans Base Pay/Salary Cherry Hill, NJ $98,800.00 - $156,000.00 / year
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