Wealth Management Director: Advisor Growth Lead

Testing Site - JPMC; New York (NY); On-site; USD 180,000 - 240,000; Full time

Job summary

J.P. Morgan Chase in New York seeks a Market Director of Wealth in Wealth Management to lead a team of Financial Advisors and deliver an exceptional client experience. You will develop talent, drive performance, and partner with Branch Management to provide integrated financial solutions.

This role emphasizes leadership, technology-driven client service, and a strong commitment to risk controls, with travel as needed and a focus on delivering superior outcomes for high-net-worth clients.

Qualifications

• At least 5 years of Advisor management experience with a proven coaching track record.
• Ability to travel 50% of the time.
• A valid and active FINRA Series 7, 66 (or equivalent) is required.
• A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained within 60 days.
• Proven ability to recruit, source and attract internal and external Advisor talent.
• Strong investment services knowledge and a keen interest in financial markets.

Responsibilities

• Have a passion for customers and create a customer-obsessed culture.
• Identify opportunities to attract and recruit Advisors and coach them to high performance.
• Collaborate with Branch Management, Business Banking, and Home Lending to offer comprehensive solutions.
• Influence technology use to meet customer needs now and in the future.
• Manage day-to-day administrative, supervisory and operational aspects for a designated territory.
• Create a culture of risk and controls to safeguard customers and the business.
• Be proactive, take initiative, and execute with urgency.

Skills

Advisor management

Talent recruitment

Financial markets knowledge

Travel readiness

Education

Bachelor’s Degree preferred

Job description

J.P. Morgan Chase in New York seeks a Market Director of Wealth in Wealth Management to lead a team of Financial Advisors and deliver an exceptional client experience. You will develop talent, drive performance, and partner with Branch Management to provide integrated financial solutions.

This role emphasizes leadership, technology-driven client service, and a strong commitment to risk controls, with travel as needed and a focus on delivering superior outcomes for high-net-worth clients.