IBD Sales Desk Lead - Strategy, Coaching & Growth

Testing Site - JPMC; Columbus (OH); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in the Columbus/Chicago area is seeking a Sales Desk Manager for the IBD Channel. You will lead Internal Client Advisors (ICAs) and work with Financial Advisors to tailor investment solutions across assets and vehicles.

The role requires strategic thinking, execution skills and a track record of team leadership. The position emphasizes mentorship and the ability to teach capital markets, with Series 24, 7, and 63 and a Bachelor's degree required.

Qualifications

• 4+ years of sales or management experience in the financial industry.
• Deep understanding of and ability to teach capital markets.
• Proven ability to utilize consultative sales approach and to instill it in others.
• Track record of providing mentorship and development opportunities to others.
• Series 24, 7 and 63 required.
• Bachelor’s degree required.

Responsibilities

• Work closely with the Leader of the IBD Channel to develop and execute strategic initiatives
• Recruit, hire, train, develop and lead the Internal Client Advisor team in the IBD Channel
• Help the ICA team deliver the full JP Morgan client experience by showing them how to partner with Private Alternatives, Defined Contribution Specialists, Models Specialists and Portfolio Insights Specialists and the entire roster of JPM partners.
• Drive adoption of innovative technological tools that help deliver a better client experience
• Have fun! This is a role for someone who enjoys coaching, mentoring and developing an amazing group of talented individuals

Skills

Sales leadership

Capital markets understanding

Consultative selling

Mentorship & development

Financial regulations (Series 24/7/63)

Education

Bachelor’s degree

Job description

JPMorgan Chase & Co. in the Columbus/Chicago area is seeking a Sales Desk Manager for the IBD Channel. You will lead Internal Client Advisors (ICAs) and work with Financial Advisors to tailor investment solutions across assets and vehicles.

The role requires strategic thinking, execution skills and a track record of team leadership. The position emphasizes mentorship and the ability to teach capital markets, with Series 24, 7, and 63 and a Bachelor's degree required.