Client Service Group Manager - Wealth Management (Dallas)

Archer; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J.P.

Morgan Wealth Management, for a Client Service Group Manager who will oversee branch sales support and administrative teams, and drive training and process improvements to support growth and client service excellence. You will report to the Head of the Client Service Group and the local Regional Director, serving on the branch management team and collaborating with cross-functional groups to address staffing and

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must obtain within 180 days from start date.
• Degree in Business, Finance, or other related business discipline.
• Minimum of 3 years financial services management experience.
• Experience in the training field or branch administrator in financial services.
• Understanding of wealth management business, sales force, and investment products.
• Knowledge and understanding of KYC and Regulatory requirements.
• Project management, problem-solving and time management skills.
• Experience with facilitating training sessions (both classroom and virtual).
• Strong working knowledge of PowerPoint, Word, Excel.

Responsibilities

• Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.
• Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
• Recruit, select, onboard, train administrative and sales support staff. Supervise and coordinate assignments for the staff and evaluate problem areas to determine potential reassignments and trainings.
• Educate all employees on administrative policies and procedures as well as Firm's best practices.
• Conduct performance reviews and exercise professional discretion for compensation, promotions, disciplinary actions and terminations of all administrative and sales staff.
• Partner with functional groups across the line of business on process improvement and day to day problem solving.
• Supervise and manage human resources, benefits issues, attendance, and vacation.
• Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary.

Skills

FINRA licenses

Business/Finance degree

3+ years management

Training & staff development

Wealth management knowledge

KYC & regulatory

Project management

MS Office (PP/Word/Excel)

Education

Bachelor's degree in Business/Finance

Job description

Join our team at J.P. Morgan Advisors, the ultra-high net worth division of J.P.

Morgan Wealth Management, for a Client Service Group Manager who will oversee branch sales support and administrative teams, and drive training and process improvements to support growth and client service excellence. You will report to the Head of the Client Service Group and the local Regional Director, serving on the branch management team and collaborating with cross-functional groups to address staffing and