Private Client Investment Team Lead, Wealth Management

JPMorgan Chase & Co.; New York (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in New York, NY seeks a Private Client Investment Associate Team Leader to support Advisors and Associates, drive growth initiatives, and ensure exceptional client service in a fast-paced wealth management environment.

The role requires leading teams, holding FINRA licenses, and collaborating across One Chase partners. Travel up to 25% is expected, with a strong emphasis on professional development and client-centric strategies.

Qualifications

• At least 3 years of experience leading teams and coaching in a client-focused environment.
• Active Series 9/10, Series 7 and Series 66 (63/65) licenses with FINRA CE requirements.
• Strong communication and collaboration across Wealth Management and One Chase partners.
• Willingness to travel roughly 25% of the time.

Responsibilities

• Partner with leadership to coordinate and implement key business initiatives for Private Client Investment Associates.
• Support performance and development through onboarding, training, and field workshops.
• Identify opportunities to deliver best practices to meet client expectations and drive a client-obsessed culture.
• Provide field feedback to practice management on initiatives.
• Maintain and update coverage and revenue-related reports.

Skills

Team leadership

Coaching

Client focus

FINRA licenses

Travel 25% readiness

Tools

Series 9/10 license

Series 7 license

Series 66 license (63/65)

FINRA CE compliance

Job description

JPMorgan Chase & Co. in New York, NY seeks a Private Client Investment Associate Team Leader to support Advisors and Associates, drive growth initiatives, and ensure exceptional client service in a fast-paced wealth management environment.

The role requires leading teams, holding FINRA licenses, and collaborating across One Chase partners. Travel up to 25% is expected, with a strong emphasis on professional development and client-centric strategies.