Senior Private Client Investment Team Lead

Aumni

Tempe (AZ)

On-site

USD 120,000 - 180,000

Full time

10 days ago

Get a reply from this employer

Your resume and cover letter, tailored to exactly what they’re hiring for.

Get past ATS filters

Benefits offered by this job

Health care coverage

Retirement savings plan

Equity incentives

Job summary

J.P. Morgan Chase is seeking a Private Client Investment Advisor Team Lead to drive growth and exceptional client service within Wealth Management. You will partner with leadership, coordinate initiatives, and coach Investment Associates to deliver a world-class client experience.

The role requires active FINRA Series 7/66, or 9/10, and a willingness to travel up to 25%. You will collaborate across One Chase partners to strengthen client outcomes and firm relationships.

Qualifications

Minimum 3 years of leadership experience in a client-facing financial services role.
Active FINRA Series 7 and 66 licenses; FINRA 9/10 required or to be obtained within 60 days.
Ability to foster a high-quality client experience and collaborate across teams.

Responsibilities

Partner with leadership to coordinate and message key business initiatives for Private Client Investment Associates.
Support onboarding and development through training and field workshops to enhance effectiveness.
Identify opportunities to deliver best practices and drive an client-obsessed culture.
Review time/attendance and resolve technology issues; maintain coverage reports.
Serve as liaison among Advisors, Investment Associates, and Market Directors of Wealth.

Skills

Team leadership

FINRA Series 7/66

FINRA Series 9/10

Client focus

Strong communication

Travel 25%

Job description

The role requires active FINRA Series 7/66, or 9/10, and a willingness to travel up to 25%. You will collaborate across One Chase partners to strengthen client outcomes and firm relationships.

Get your free, confidential resume review.

or drag and drop your file here.