Wealth Management Client Service Leader

Next Frontier Capital; United States; On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, is seeking a Client Service Group Manager to oversee branch sales support and administrative teams in the United States.

The role focuses on leading staff, driving training, and implementing process improvements to support branch growth and efficiency. The position reports to the Head of the Client Service Group and the Regional Director, and is part of the branch management team.

Qualifications

• Requires 3+ years in financial services management.
• Experience in training or branch administration.
• Understanding of wealth management and regulatory requirements.
• Strong project management and time management skills.

Responsibilities

• Lead and develop sales support and administrative teams in the branch.
• Drive training initiatives and process improvements.
• Recruit, onboard, train staff and manage performance reviews.
• Coordinate with regional leaders on staffing and policy.
• Oversee HR, benefits, attendance, and vacation.
• Escalate issues to Regional Director and NY Management.

Skills

People management

Training & development

Leadership

Process improvement

Regulatory knowledge

Education

Bachelor's degree in Business or related field

Tools

PowerPoint

Word

Excel

Job description

J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, is seeking a Client Service Group Manager to oversee branch sales support and administrative teams in the United States.

The role focuses on leading staff, driving training, and implementing process improvements to support branch growth and efficiency. The position reports to the Head of the Client Service Group and the Regional Director, and is part of the branch management team.