Client Service Group VP: Wealth Advisory & Team Leadership

Testing Site - JPMC; Philadelphia (Philadelphia County); On-site; USD 92,000 - 162,000; Full time

Job summary

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Group Manager to lead branch sales support and administrative teams in Philadelphia.

You will oversee training initiatives and process improvements, partnering with the Regional Director to drive growth. This role requires FINRA licenses or ability to obtain within 180 days, a business/finance degree, and at least 3 years in financial services management.

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses or ability to obtain within 180 days from start date.
• Degree in Business, Finance, or related discipline.
• Minimum 3 years of financial services management experience.
• Experience in the training field or as a 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).
• Proficiency in PowerPoint, Word and Excel.

Responsibilities

• Support and drive strategic firm and branch initiatives with the Regional Director.
• Lead the sales support staff in the branch and satellite branches as needed.
• Recruit, onboard and train administrative and sales support staff; supervise and coordinate assignments; ensure adherence to policies.
• Conduct performance reviews and manage compensation, promotions and disciplinary actions.
• Collaborate with functional groups on process improvement and problem solving.
• Oversee HR, benefits, attendance and vacations; escalate issues when necessary.

Skills

FINRA/Series licenses

Business/Finance degree

Financial services management

Training experience

Wealth management knowledge

KYC and regulatory knowledge

Project management

Training delivery

PowerPoint

Excel

Word

Education

Bachelor's degree in Business/Finance

Tools

PowerPoint

Word

Excel

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Group Manager to lead branch sales support and administrative teams in Philadelphia.

You will oversee training initiatives and process improvements, partnering with the Regional Director to drive growth. This role requires FINRA licenses or ability to obtain within 180 days, a business/finance degree, and at least 3 years in financial services management.