Wealth Management Client Experience Team Lead

Testing Site - JPMC; Louisville (KY); On-site; USD 90,000 - 130,000; Full time

Job summary

J.P. Morgan Wealth Management in Louisville, KY is seeking a Client Service Team Lead to guide the Private Client Investment Associates. You will drive onboarding, training, and field-based workshops to elevate client experiences and advisor support.

Join a collaborative environment where leadership collaborates with One Chase partners, branch leadership, and technology teams to deliver exceptional service and grow the team's capabilities in a dynamic wealth-management setting.

Qualifications

• 3 years proven experience leading teams in a client-focused environment.
• FINRA Series 7, 66 or 63/65, 9 & 10 required with the ability to hold registration in all 50 states and territory plus state Life and Health Insurance.
• Strong collaboration across teams and One Chase partners i.e. Consumer Banking & Business Banking.

Responsibilities

• Facilitate onboarding and training of Private Client Investment Associates, conducting workshops to boost their skills and effectiveness.
• Identify and implement best practices to exceed client expectations, fostering a culture of client obsession within the team.
• Provide field feedback to practice management on key initiatives and serve as a liaison between associates, advisors, and market directors.
• Review and approve time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements.
• Assist in resolving various technology issues to ensure smooth operations.
• Strengthen relationships with internal business partners, including One Chase partners and branch leadership, focusing on enhancing the employee experience and driving an inclusive culture.

Skills

Team leadership

Coaching

Client-focused service

Regulatory compliance

Job description

J.P. Morgan Wealth Management in Louisville, KY is seeking a Client Service Team Lead to guide the Private Client Investment Associates. You will drive onboarding, training, and field-based workshops to elevate client experiences and advisor support.

Join a collaborative environment where leadership collaborates with One Chase partners, branch leadership, and technology teams to deliver exceptional service and grow the team's capabilities in a dynamic wealth-management setting.