Private Client Investment Team Leader – Wealth Management

JPMorgan Chase & Co.

Sacramento (CA)

On-site

USD 90,000 - 130,000

Full time

11 days ago

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Job summary

JPMorgan Chase & Co. is seeking a Private Client Investment Associate Team Leader within JPMorgan Wealth Management.

You will lead the recruiting, onboarding, training and development of our Private Client Investment Associates, guiding cross-functional collaboration and driving organizational change across business units. You will partner with Divisional and Regional Field Leadership to deliver outstanding client service, oversee talent development, and streamline operations to sustain a

Qualifications

Must have active FINRA licenses and insurance license within 60 days of employment.
Strong leadership and ability to drive organizational change.
Proven track record of building high-performing teams in a client-focused setting.

Responsibilities

Develop and lead the strategic direction for the Advisor Support team, focusing on recruitment, onboarding, training, talent development, compensation, and advisor alignment.
Serve as a key senior leader within Chase Wealth Management, working closely with Divisional and Regional Field Leadership to deliver top-tier client service.
Spearhead projects that drive significant organizational change and impact across various business functions.
Streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives.
Guide and mentor teams to strengthen collaboration between regions, markets, Private Client Investment Associates, and Advisors.