Wealth Management Client Service Leader

Next Frontier Capital; Los Angeles (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health care coverage

Retirement plan

Discretionary incentive compensation

Job summary

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Group Manager in Los Angeles to lead branch sales support and administrative teams.

You will drive training initiatives, manage performance, and partner with regional leadership to implement process improvements. Role requires FINRA licenses or within 180 days, a business/finance degree, and at least 3 years of financial services management experience.

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or must obtain within 180 days from start date
• Degree in Business, Finance, or related 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 of KYC and regulatory requirements
• Project management, problem-solving and time management skills
• Experience with facilitating training sessions (classroom and virtual)
• Strong working knowledge of PowerPoint, Word, Excel

Responsibilities

• Manage sales and administrative staff at the branch and satellite branches
• Lead and coordinate training and process improvement initiatives
• Recruit, onboard, train, supervise and evaluate staff
• Conduct performance reviews and manage compensation, promotions and discipline
• Partner with cross-functional groups on process improvement
• Oversee HR, benefits, attendance and vacation
• Escalate issues to Regional Director and NY Management as needed

Skills

Leadership

Training experience

Project management

Communication

KYC & regulatory understanding

Education

Business or Finance degree

Tools

PowerPoint

Word

Excel

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, seeks a Client Service Group Manager in Los Angeles to lead branch sales support and administrative teams.

You will drive training initiatives, manage performance, and partner with regional leadership to implement process improvements. Role requires FINRA licenses or within 180 days, a business/finance degree, and at least 3 years of financial services management experience.