Wealth Management Market Director

Aumni; Irvine (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

J.P. Morgan Wealth Management in the United States seeks a Market Director of Wealth to lead a team of Financial Advisors, deliver a superior client experience, and promote a customer-obsessed culture across a designated territory.

You will recruit, coach and develop Advisors, partner with Branch Management and Home Lending to broaden client solutions, and drive technology-enabled service while maintaining strong risk and controls.

Qualifications

• 5+ years of Advisor management experience and coaching high performing Advisor team.
• Ability to travel 50% of the time.
• FINRA Series 7, 66 (or equivalent) is required.
• FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment.
• Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts.
• High degree of investment services and product acumen and keen interest in the financial markets.
• Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment.
• Bachelor’s Degree preferred.

Responsibilities

• Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
• Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
• Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
• Be a visionary who influences the use of technology to meet the customers’ needs of today and the future; Set the tone of commitment to diversity and inclusion
• Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
• Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
• Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency

Skills

Advisor management

Travel 50%

FINRA Series 7/66

FINRA Series 9/10

Recruitment

Investment services know-how

Communication

Education

Bachelor's Degree

Job description

J.P. Morgan Wealth Management in the United States seeks a Market Director of Wealth to lead a team of Financial Advisors, deliver a superior client experience, and promote a customer-obsessed culture across a designated territory.

You will recruit, coach and develop Advisors, partner with Branch Management and Home Lending to broaden client solutions, and drive technology-enabled service while maintaining strong risk and controls.