Wealth Management Director — Customer-Obsessed Leader

JPMorgan Chase & Co.

Akron (OH)

On-site

USD 140,000 - 190,000

Full time

14 days+
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Job summary

JPMorgan Chase & Co. in Akron, OH seeks a Market Director of Wealth in Wealth Management to lead a team of Financial Advisors and deliver a customer-obsessed experience.

You will drive recruitment, coaching, and performance, while partnering with Branch Management and Home Lending to offer integrated solutions. This role demands at least 5 years of Advisor management, travel up to 50%, and active FINRA licenses; the ideal candidate holds a Bachelor's degree and excels in strategy, risk

Qualifications

  • 5+ years of Advisor management experience.
  • Ability to travel 50% of the time.
  • FINRA Series 7, 66 (or equivalent) required.
  • FINRA Series 9/10 (or equivalent) required within 60 days of employment.
  • Proven ability to recruit and attract Advisor talent.
  • Strong investment services knowledge and market awareness.
  • Excellent communication and risk management focus.

Responsibilities

  • Lead a team of Financial Advisors to service a wide range of clients.
  • Identify opportunities to recruit, develop and promote Advisors.
  • Collaborate with Branch Management, Business Banking and Home Lending for integrated solutions.
  • Influence technology adoption to meet customer needs and uphold diversity and inclusion.
  • Oversee day-to-day administrative and supervisory activities to meet strategic goals.
  • Create a culture of risk awareness and strong controls.

Skills

Advisor management
Travel readiness
FINRA licenses
Recruiting
Investment knowledge
Communication skills
Risk & controls

Education

Bachelor's degree preferred

Job description

JPMorgan Chase & Co. in Akron, OH seeks a Market Director of Wealth in Wealth Management to lead a team of Financial Advisors and deliver a customer-obsessed experience.

You will drive recruitment, coaching, and performance, while partnering with Branch Management and Home Lending to offer integrated solutions. This role demands at least 5 years of Advisor management, travel up to 50%, and active FINRA licenses; the ideal candidate holds a Bachelor's degree and excels in strategy, risk

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