Wealth Management Market Director & Advisors Leader

JPMorgan Chase & Co.

Akron (OH)

On-site

USD 150,000 - 230,000

Full time

14 days+
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Job summary

JPMorgan Chase & Co. in the United States is seeking a Market Director of Wealth Management to lead a team of Financial Advisors, drive customer-centric excellence, and promote a culture of excellence across the community.

You will recruit, coach, and develop Advisors while partnering with Branch Management and Home Lending to offer comprehensive solutions. The role requires at least 5 years of Advisor management experience, travel up to 50%, and active FINRA licenses (7, 66 and 9/10) or

Qualifications

  • At least 5 years of Advisor management experience.
  • 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 60 days.
  • Proven ability to recruit, source and attract internal and external Advisor talent.
  • High degree of investment services and product acumen.
  • Strong communication skills and commitment to risk and controls.

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 and expertise
  • 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 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
FINRA Series 66
FINRA Series 9/10
Talent recruitment
Investment acumen
Communication
Risk & controls

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in the United States is seeking a Market Director of Wealth Management to lead a team of Financial Advisors, drive customer-centric excellence, and promote a culture of excellence across the community.

You will recruit, coach, and develop Advisors while partnering with Branch Management and Home Lending to offer comprehensive solutions. The role requires at least 5 years of Advisor management experience, travel up to 50%, and active FINRA licenses (7, 66 and 9/10) or

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