Vice President Practice Manager

J.P. Morgan; City Of London; On-site; GBP 80,000 - 120,000; Full time

Job summary

A leading investment firm is seeking a Vice President Practice Manager to lead their Wealth Services team. This role involves coaching team members, optimizing client relationships, and driving business growth through strategic development. Candidates should possess extensive Wealth Management expertise and a track record in sales and coaching, with relevant qualifications such as RDR Level 4.

Qualifications

• Significant experience in relationship management or business development within Wealth Management.
• Demonstrable success in individual sales performance and coaching others.
• Up-to-date knowledge of retail financial products and regulatory expectations.
• Proven ability to exceed new business and retention targets.

Responsibilities

• Lead by example with a strong track record of individual sales performance.
• Drive the team to increase client asset share and ensure top-tier service.
• Analyse data and identify opportunities for growth.
• Champion a culture focused on delivering outstanding client experiences.

Skills

Wealth Management Expertise

Sales & Coaching Excellence

Regulatory Knowledge

Target Achievement

Compliance & Quality Assurance

Education

RDR Compliant Level 4 qualification

Job description

Behind every investment is a person with ambitions, motivations and values. While we know that every client is unique, they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing, and the trust that 150 years of J.P. Morgan heritage brings.

J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to over 275,000 investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.

As a Vice President Practice Manager, you'll be an experienced professional within the Wealth Management space. J.P. Morgan Personal Investing is seeking a dynamic VP Practice Manager to lead and inspire our Wealth Services team. This role is pivotal in optimising best practices across the team, providing structured training, development, and real-time coaching to ensure exceptional client service and business growth.

Key Responsibilities

• Leadership & Coaching: Lead by example with a strong track record of individual sales performance. Coach and mentor team members to enhance their skills, enabling them to deliver complex and technical content in a simple, transparent manner.
• Client Relationship Management: Drive the team to increase client asset share while ensuring top-tier service and support.
• Strategic Development: Analyse data and identify opportunities for improvement. Collaborate across teams and business areas to influence growth plans and proposition development.
• Client Experience: Champion a culture focused on delivering outstanding client experiences and achieving positive customer outcomes.

Required Qualifications, Capabilities, and Skills

• Wealth Management Expertise: Significant experience in relationship management or business development within Wealth Management, with a proven ability to work with investment products and clients across various asset values in both managed and self-selected investments with excellent market knowledge.
• Sales & Coaching Excellence: Demonstrable success in individual sales performance and coaching others to succeed. Ability to improve lead generation, close business, and conduct high-quality fact-finding conversations.
• Regulatory Knowledge: Up-to-date knowledge of retail financial products, markets, and regulatory expectations. RDR Compliant Level 4 qualification (PFS, CISI, CFA equivalent) is required.
• Target Achievement: Proven ability to exceed new business and retention targets, manage client referrals, and build long-lasting relationships.
• Compliance & Quality Assurance: Work closely with quality and compliance teams to ensure documentation and CRM systems are current, maintaining service quality and regulatory compliance.

Preferred Qualifications, Capabilities, and Skills

• RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.

Join J .P. Morgan Personal Investing and be part of a team that is transforming the digital wealth management landscape. If you have a passion for sales, coaching, and delivering exceptional client experiences, we want to hear from you!

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