Senior Private Client Investment Team Lead

JP Morgan Chase; California; Vor Ort; USD 140.000 - 210.000; Vollzeit

Zusammenfassung

Chase Wealth Management is seeking a Private Client Investment Associate Team Leader in California to drive the strategic direction, recruiting, onboarding, training and talent development for the Advisor Support team. You will lead critical initiatives and mentor staff to sustain a high-performance culture.

You will partner with Divisional and Regional Leadership to deliver top-tier client service, lead organizational change projects, and streamline operations to foster excellence and advisor

Qualifikationen

• Active Series 9/10 or Series 24 required; Series 7 active.
• Series 66 and Life & Health licenses must be obtained within 60 days.
• Proven ability to build and retain high-performing teams.
• Travel up to 50% of the time.

Aufgaben

• 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.

Kenntnisse

Team leadership

Strategic thinking

Communication

Change management

Series 7

Series 9/10

SIE exam

Jobbeschreibung

Chase Wealth Management is seeking a Private Client Investment Associate Team Leader in California to drive the strategic direction, recruiting, onboarding, training and talent development for the Advisor Support team. You will lead critical initiatives and mentor staff to sustain a high-performance culture.

You will partner with Divisional and Regional Leadership to deliver top-tier client service, lead organizational change projects, and streamline operations to foster excellence and advisor