Wealth Management Client Services Group Lead

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Advisors in San Francisco is seeking a Client Service Group Manager to lead the branch's sales support and administrative teams, and to drive training and process-improvement initiatives that support client growth.

The role involves coordinating staffing, onboarding, performance reviews, and ensuring adherence to firm policies. Reporting to the Head of the Client Service Group and the local Regional Director, you will partner with cross-functional teams, manage HR issues, and

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses upon hire or within 180 days.
• Degree in Business, Finance, or related discipline.
• Minimum of 3 years financial services management experience.
• Experience in 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 (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.

Skills

Licenses (SIE/Series 7/66/9/10)

Project management

Training delivery

Leadership

Education

Business/Finance degree

Tools

PowerPoint

Word

Excel

Job description

J.P. Morgan Advisors in San Francisco is seeking a Client Service Group Manager to lead the branch's sales support and administrative teams, and to drive training and process-improvement initiatives that support client growth.

The role involves coordinating staffing, onboarding, performance reviews, and ensuring adherence to firm policies. Reporting to the Head of the Client Service Group and the local Regional Director, you will partner with cross-functional teams, manage HR issues, and