J.P. Morgan Wealth Management - Retirement Desk Team Lead, Vice President

JPMorganChase; Plano (TX); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

On-site health centers

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase in Plano, TX is seeking a Retirement Desk Team Leader, Vice President, to guide a team of licensed Retirement Consultants. You will drive client-focused retirement solutions and lead through organizational change while ensuring compliance with firm policies and industry regulations.

The role emphasizes leadership, regulatory expertise, and deep retirement product knowledge, with a path to broaden client relationships and collaborate across teams to deliver results.

Qualifications

• Six+ years in financial services, with at least 1 year in a leadership role.
• Active SIE if registered after Oct 1, 2018.
• Active Series 7 and Series 66 licenses.
• CRPC or CFP designation (may be obtained within 120 days).

Responsibilities

• Lead and develop a team of licensed Retirement Consultants with focus on performance and growth.
• Drive exceptional client experiences across retirement-related services and interactions.
• Lead through change and adopt new initiatives with strong execution.
• Translate strategic priorities into actionable plans and drive results.
• Provide updates to senior leadership on team performance, risks, and opportunities.
• Build retirement expertise and explain products and solutions to clients.

Skills

Leadership

Team development

Client focus

Communication

Regulatory knowledge

Education

Bachelor's degree

Tools

Series 7

Series 66

CRPC/ CFP designation

Job description

Job Description

As a Retirement Desk Team Leader, Vice President within J.P. Morgan Wealth Management, you will lead and develop a team of licensed Retirement Consultants who help clients navigate their retirement needs. You will foster a culture of excellence, accountability, and client focus while ensuring the team delivers consistently against business and regulatory expectations.

In this role, you will also help translate the strategic priorities of the Retirement business into action, lead your team through change, and partner across the organization to deliver key initiatives. You will have the opportunity to influence both the day-to-day performance of the team and the continued evolution of the Retirement business.

Job Responsibilities

• Lead, coach, and develop a team of licensed Retirement Consultants, creating an environment focused on strong performance, engagement, and professional growth.
• Drive an exceptional client experience by ensuring consistent, high-quality execution across retirement-related service needs and client interactions.
• Lead through change and demonstrate agility, helping the team successfully adopt new initiatives, processes, and evolving business priorities while maintaining strong execution.
• Support the strategic and tactical priorities of the Retirement business, translating broader objectives into clear actions and partnering across teams to drive implementation and results.
• Provide clear, concise updates to senior leadership on team performance, key initiatives, risks, and opportunities, confidently communicating progress and business outcomes.
• Build and strengthen retirement expertise across the team, ensuring Retirement Consultants can clearly explain retirement accounts, products, and solutions to clients.
• Identify opportunities to deepen client relationships and connect clients with broader J.P. Morgan Wealth Management solutions when appropriate.
• Partner effectively across client-facing teams and internal business groups to drive strong execution and business outcomes.
• Maintain a strong risk and controls environment by ensuring adherence to firm policies, procedures, regulatory requirements, service-level expectations, and key performance measures.

Required Qualifications, Capabilities, And Skills

• Minimum six years of financial services experience, including a minimum of one year in a leadership position.
• Valid and active Securities Industry Essentials exam, if registered after October 1, 2018.
• Valid and active Series 7 and Series 66 (or equivalent) licenses.
• FINRA Series 9/10 and CRPC or CFP designation; may be obtained within the first 120 days.
• Strong knowledge of individual retirement products and retirement accounts.
• In-depth knowledge of applicable retirement regulations and programs, including ERISA, Department of Labor requirements, Best Interest rules, managed accounts, and employee benefit programs.

Preferred Qualifications, Capabilities, And Skills

• Bachelor's degree.
• Demonstrated ability to lead teams effectively through change and evolving priorities.
• Strong written and verbal communication skills, including the ability to communicate effectively with senior leaders.
• Experience translating strategic business priorities into actionable plans and measurable outcomes.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About The Team

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.