Wealth Management Client Service Lead & Training

JPMorganChase; Los Angeles (CA); 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, offers US-based clients a dedicated wealth management service with global resources.

As a Client Service Group Manager in J.P. Morgan Advisors, you will manage the branch's sales support and administrative staff and drive training and process improvement initiatives to support growth. This role reports to the Head of the Client Service Group and the local Regional Director.

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must successfully 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 by partnering closely with the Regional Director.
• Provide management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.
• Recruit, select, onboard, train administrative and sales support staff. Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings. Educate all employees on administrative policies and procedures as well as Firm's best practices
• Conduct performance reviews and exercise professional discretion for compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy
• Partner with functional groups across the line of business on process improvement and day to day problem solving.
• Supervise and manage human resources, benefits issues, attendance, and vacation.
• Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary. Partner with Regional Director and New York Management to address any management or staffing issues.

Skills

FINRA Licenses

Management Experience

Training Delivery

Wealth Management Knowledge

KYC & Regulatory Knowledge

Project & Time Management

Communication & Leadership

MS Office (PowerPoint, Word, Excel)

Education

Bachelor's degree in Business/Finance

Tools

PowerPoint

Word

Excel

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers US-based clients a dedicated wealth management service with global resources.

As a Client Service Group Manager in J.P. Morgan Advisors, you will manage the branch's sales support and administrative staff and drive training and process improvement initiatives to support growth. This role reports to the Head of the Client Service Group and the local Regional Director.