Wealth Client Services & Training Manager

JPMorgan Chase & Co.; Los Angeles (CA); Vor Ort; USD 90.000 - 120.000; Vollzeit

Zusammenfassung

JPMorgan Chase & Co. in Los Angeles seeks a Client Service Group Manager to lead the branch’s sales support and administrative teams. This role drives training, process improvements, and staff development to support growth.

The position reports to the Head of Client Service Group and the Regional Director, operating within the J.P. Morgan Advisors unit focused on ultra-high net worth clients. Strong regulatory knowledge and leadership are essential.

Qualifikationen

• FINRA SIE and securities licenses required or must be obtained within 180 days.
• Bachelor's degree in Business, Finance, or related field.
• Minimum 3 years of financial services management experience.
• Experience in training or branch administration within financial services.
• Understanding of wealth management products, KYC, and regulatory requirements.

Aufgaben

• Lead and manage the branch's sales support and administrative staff.
• Oversee training initiatives and process improvements for growth.
• Recruit, onboard, and supervise staff; conduct performance reviews and promotions.
• Collaborate with regional and NY leadership on staffing and issues.
• Ensure adherence to firm policies and risk controls.

Kenntnisse

FINRA SIE

Series 7

Series 66

Series 9 & 10

PowerPoint

Word

Excel

Ausbildung

Bachelor's degree in Business or Finance

Tools

PowerPoint

Word

Excel

Jobbeschreibung

JPMorgan Chase & Co. in Los Angeles seeks a Client Service Group Manager to lead the branch’s sales support and administrative teams. This role drives training, process improvements, and staff development to support growth.

The position reports to the Head of Client Service Group and the Regional Director, operating within the J.P. Morgan Advisors unit focused on ultra-high net worth clients. Strong regulatory knowledge and leadership are essential.