Private Client Investment Team Lead – Wealth Mgmt

JPMorgan Chase & Co.; Tempe (AZ); On-site; USD 110,000 - 160,000; Full time

Job summary

JPMorgan Chase & Co. in Tempe, AZ is seeking a Private Client Investment Advisor Team Lead to guide the local team and drive exceptional client service.

You will partner with Advisors, manage performance, and implement strategies across Wealth Management while maintaining a fast-paced, client-centric culture. This role requires 25% travel and FINRA licensing.

The position offers a competitive rewards package and opportunities to collaborate across One Chase partners.

Qualifications

• At least 3 years of experience leading teams and coaching in a client-focused environment.
• Valid and active Series 7 and Series 66 (63/65) license.
• FINRA Series 9/10 (or equivalent), required or must obtain within 60 days of employment.
• Ability to drive future client engagement with innovative thinking and exceptional experience.
• Collaborate across J.P. Morgan Wealth Management and One Chase partners.
• Strong communication, professional demeanor, attention to detail, and follow-through.

Responsibilities

• Partner with leadership to coordinate messaging of key initiatives to Private Client Investment Associates.
• Support performance and development through onboarding and field workshops.
• Identify opportunities to deliver best practices and foster client-obsessed culture within the team.
• Provide field feedback to practice management on initiatives.
• Review and approve time and attendance records for PC IAs.
• Assist with resolution of technology issues.
• Maintain and update Independent Advisor coverage reports.
• Manage relationships between PC IAs, Advisors, and Market Directors of Wealth.

Skills

Team leadership

Communication skills

Client focus

Collaboration

Innovative thinking

Tools

Series 7

Series 66

FINRA CE

Job description

JPMorgan Chase & Co. in Tempe, AZ is seeking a Private Client Investment Advisor Team Lead to guide the local team and drive exceptional client service.

You will partner with Advisors, manage performance, and implement strategies across Wealth Management while maintaining a fast-paced, client-centric culture. This role requires 25% travel and FINRA licensing.

The position offers a competitive rewards package and opportunities to collaborate across One Chase partners.