Wealth Management Client Service VP — Growth & Training Lead

Next Frontier Capital; Town of Florida (NY); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Retirement savings plan

On-site health and wellness centers

Tuition reimbursement

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 branch sales support and administrative teams. You will drive training, operations, and staffing initiatives to support growth and service delivery for high-net-worth clients.

The role reports to the Head of the Client Service Group and the Regional Director, forming part of the branch management team in a dynamic, high-stakes environment.

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses on hire or within 180 days.
• Degree in Business, Finance, or related discipline.
• Minimum 3 years of financial services management experience.
• Experience in training within a financial services environment.
• Wealth management products and sales force understanding.
• Knowledge of KYC and regulatory requirements.
• Strong project management and time management skills.
• Proficiency with PowerPoint, Word, and Excel.

Responsibilities

• Manage sales support and administrative staff for the branch and satellite locations.
• Lead training initiatives and process improvements to support growth.
• Recruit, onboard, train, supervise, and evaluate staff performance.
• Conduct performance reviews and manage compensation and disciplinary actions.
• Collaborate with line-of-business groups on process improvements and problem solving.
• Oversee human resources tasks and benefits issues, attendance, and vacations.
• Escalate issues to Regional Director and Supervisory Manager as needed.

Skills

FINRA licenses

Business degree

Financial services management

Training experience

Wealth management knowledge

KYC & regulatory knowledge

Project management

MS Office suite

Education

Bachelor's degree in Business/Finance

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 branch sales support and administrative teams. You will drive training, operations, and staffing initiatives to support growth and service delivery for high-net-worth clients.

The role reports to the Head of the Client Service Group and the Regional Director, forming part of the branch management team in a dynamic, high-stakes environment.