VP, Business Strategy & Operations Leader

JPMorgan Chase & Co.; Boca Raton (FL); On-site; USD 120,000 - 190,000; Full time

Job summary

J.P. Morgan Advisors in Boca Raton/New York area seeks a Business Specialist to support the Advisor’s book of business and coordinate day-to-day operations for client service projects.

The role requires strong client focus, teamwork, and the ability to manage multiple tasks with precision. The candidate should have 7 years in financial services, effective communication, and the capacity to collaborate with the Advisor team to identify opportunities, improve workflows, and ensure regulatory

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
• Licenses 7 & 66 strongly preferred. Employment contingent on obtaining the necessary licenses within 180 days from start date

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
• Extensive client contact and coverage responsibilities including main point of contact for key client relationships; work 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 JPMA products and services
• Assist and coordinate the onboarding of new relationships and meet service needs and expectations of existing and new clients.

Job description

J.P. Morgan Advisors in Boca Raton/New York area seeks a Business Specialist to support the Advisor’s book of business and coordinate day-to-day operations for client service projects.

The role requires strong client focus, teamwork, and the ability to manage multiple tasks with precision. The candidate should have 7 years in financial services, effective communication, and the capacity to collaborate with the Advisor team to identify opportunities, improve workflows, and ensure regulatory