Wealth Management Client Service Leader

JPMorgan Chase & Co.; Dallas (TX); On-site; USD 95,000 - 140,000; 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, aligning initiatives with the Regional Director and Branch Head.

You will recruit, train, and supervise staff, drive process improvements, manage HR issues, and partner with business groups to support growth while upholding firm policies.

Qualifications

• FINRA SIE and securities licenses required or must obtain within 180 days from start date.
• Degree in Business, Finance, or related field.
• 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

• Lead and manage the branch's sales support and administrative staff.
• Partner with Regional Director to drive strategic firm and branch initiatives.
• Recruit, onboard, train, supervise, and evaluate administrative and sales support staff.
• Conduct performance reviews and manage compensation, promotions, disciplinary actions and terminations.
• Collaborate with functional groups on process improvement and day-to-day problem solving.
• Oversee HR, benefits issues, attendance and vacation.
• Escalate issues to Regional Director and New York Management when needed.

Skills

FINRA SIE

Series 7

Series 66

Series 9-10

Staff Management

PowerPoint

Word

Excel

Training Experience

KYC Knowledge

Education

Business Degree

Finance Degree

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, aligning initiatives with the Regional Director and Branch Head.

You will recruit, train, and supervise staff, drive process improvements, manage HR issues, and partner with business groups to support growth while upholding firm policies.