UHNW Wealth Advisory Operations Leader

RiseMe; Los Angeles (CA); On-site; USD 120,000 - 150,000; Full time

Job summary

J.P. Morgan Advisors is seeking a Business Specialist to oversee the Advisor's business operations, partner with leadership, manage team workflow, and mentor team members.

The role acts as a liaison between management and the Advisor’s team and focuses on identifying new business opportunities. The candidate should understand client needs, work well in a team, and handle multiple assignments with accuracy in a high-pressure environment.

Qualifications

• 7 years’ experience in Financial Services industry.
• Strong understanding of the needs and sensitivities of clients.
• Ability to work in a team-based environment.
• Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment.
• Experienced in working on a team with at least two additional Sales Associate
• Series 7 & 66 licenses upon hire or must successfully obtain within 180 days from start date
• Bachelor’s degree required

Responsibilities

• Oversee sales support effort for a J.P. Morgan Advisors team through the coordination and completion of client service-related projects and operational issues supervise junior sales support including hiring, training, and performance management.
• Oversees and regulates workflow within the group including identifying opportunities to improve efficiencies. Develop procedures for solving logistical and administrative client concerns. Improve communications between team members, JPMA partners (Client Onboarding Group, middle office, operations, Banking, etc.), and externally to clients
• Manage client contact and coverage responsibilities including main point of contact for key client relationships. Work together with other teams in meeting all compliance, regulatory, risk management, operational, and due diligence requirements, and compliance with internal policies
• Attend client meetings as necessary. Complete ad hoc client related projects as needed. Navigating the firm / client issue resolution, escalation and creative solutions
• Work with Financial Advisor to identify new business opportunities; market and implement investment solutions in accordance with clients' investment objectives; grow new assets by identifying and developing new business opportunities from existing client base
• Perform special portfolio analysis on products. Attends product rollouts, ideas calls and research meetings to stay current on all JPMAproducts and services
• Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients.

Skills

Client needs understanding

Team-based environment

Multi-tasking under pressure

Lead junior staff

Series 7 & 66 within 180 days

Education

Bachelor’s degree

Job description

J.P. Morgan Advisors is seeking a Business Specialist to oversee the Advisor's business operations, partner with leadership, manage team workflow, and mentor team members.

The role acts as a liaison between management and the Advisor’s team and focuses on identifying new business opportunities. The candidate should understand client needs, work well in a team, and handle multiple assignments with accuracy in a high-pressure environment.