Wealth Client Services Manager & Training Lead

Socket.dev; Dallas (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

J.P. Morgan Advisors in the United States seeks a Client Service Group Manager to lead the branch's sales support and administrative teams, driving training initiatives and process improvements to support growth.

This role reports to the Head of the Client Service Group and the local Regional Director as part of the branch management team. Key responsibilities include recruiting, training, supervising staff; conducting performance reviews; partnering with cross-functional groups for process

Qualifications

• Requires FINRA SIE, Series 7, 66, and 9 & 10 licenses or ability to obtain within 180 days.
• Bachelor's degree in Business, Finance, or related field.
• Minimum 3 years of financial services management experience.
• Experience in training field or branch administrator roles in financial services.
• Understanding of wealth management, sales force, and investment products; KYC knowledge.
• Strong project management, problem-solving, and time management skills.
• Experience facilitating training sessions (classroom and virtual).
• Proficiency with PowerPoint, Word, and Excel.

Responsibilities

• Support and drive strategic firm and branch initiatives by partnering with the Regional Director.
• Provide management and leadership of the sales support staff in the branch and satellite branches.
• Recruit, onboard, train administrative and sales support staff; supervise assignments; coach on policies and best practices.
• Conduct performance reviews and manage compensation, promotions, disciplinary actions, and terminations per policy.
• Partner with functional groups across lines of business on process improvement and day-to-day problem solving.
• Supervise and manage human resources, benefits issues, attendance, and vacation.
• Escalate supervisory issues to Regional Director and Senior Management as needed, coordinating with New York management.

Skills

FINRA SIE

Series 7

Series 66

Series 9 & 10

Financial services management

Training facilitation

KYC & regulatory knowledge

Project management

Time management

Education

Bachelor's degree in Business/Finance

Tools

PowerPoint

Word

Excel

Job description

J.P. Morgan Advisors in the United States seeks a Client Service Group Manager to lead the branch's sales support and administrative teams, driving training initiatives and process improvements to support growth.

This role reports to the Head of the Client Service Group and the local Regional Director as part of the branch management team. Key responsibilities include recruiting, training, supervising staff; conducting performance reviews; partnering with cross-functional groups for process