Strategic Private Client Investment Team Lead

Fairygodboss; Houston (TX); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Financial coaching

On-site health and wellness centers

Job summary

JPMorgan Chase & Co. is seeking a Private Client Investment Associate Team Leader within Wealth Management to guide recruiting, training, and development of advisors and associates.

You will lead cross-functional initiatives and drive excellence in client service and operations. As a senior leader, you will collaborate with regional leadership, steer organizational change, and ensure alignment with firm objectives while maintaining a high-performance culture and strong compliance with licensing

Qualifications

• Strong communication skills with the ability to influence stakeholders at multiple levels.
• Proven ability to build and retain high-performing teams.
• Demonstrated success in managing multiple priorities in a fast-paced environment and adaptability to change.
• Travel required 50% of the time.
• Licensing: Series 7, Series 66 (63/65), Life and Health Insurance license within 60 days, Series 9/10 or Series 24 or equivalent.

Responsibilities

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

Skills

Leadership

Communication

Team building

Change management

Strategic thinking

Job description

JPMorgan Chase & Co. is seeking a Private Client Investment Associate Team Leader within Wealth Management to guide recruiting, training, and development of advisors and associates.

You will lead cross-functional initiatives and drive excellence in client service and operations. As a senior leader, you will collaborate with regional leadership, steer organizational change, and ensure alignment with firm objectives while maintaining a high-performance culture and strong compliance with licensing