Wealth Client Service Lead: Training & Ops

JPMorgan Chase; Portland (OR); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams.

You will report to the Head of the Client Service Group and the local Regional Director as part of the branch management team. Responsibilities include driving strategic initiatives, recruiting and training staff, conducting performance reviews, coordinating process improvements with other groups, and ensuring

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must obtain within 180 days from start date.
• Degree in Business, Finance, or other related business discipline.
• Minimum of 3 years financial services management experience.
• Experience in the training field or branch administrator in financial services.
• Understanding of wealth management business, sales force, and investment products.
• Knowledge and understanding of KYC and Regulatory requirements.
• Project management, problem-solving and time management skills.
• Experience with facilitating training sessions (both classroom and virtual).
• Strong working knowledge of PowerPoint, Word, Excel.

Responsibilities

• Support and drive strategic firm and branch initiatives with the Regional Director.
• Provide management and leadership of the sales support staff in the branch and satellite branch.
• Recruit, onboard, train administrative and sales staff; supervise and coordinate assignments.
• Conduct performance reviews and manage compensation, promotions, and disciplinary actions.
• Partner with functional groups on process improvement and day-to-day problem solving.
• Supervise and manage HR, benefits issues, attendance and vacation.
• Escalate issues to Regional Director as needed; coordinate with NY Management.

Skills

FINRA licenses

Business degree

Financial services mgmt

Training experience

Wealth mgmt knowledge

KYC & regulatory

PM & time mgmt

Training delivery

MS Office

Education

Bachelor's degree in Business/Finance or related

Tools

PowerPoint

Word

Excel

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams.

You will report to the Head of the Client Service Group and the local Regional Director as part of the branch management team. Responsibilities include driving strategic initiatives, recruiting and training staff, conducting performance reviews, coordinating process improvements with other groups, and ensuring