Wealth Management Market Director: Client-Obsessed Leader

Testing Site - JPMC

Akron (OH)

In loco

USD 120.000 - 170.000

Tempo pieno

14 giorni+

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Curriculum e lettera di presentazione personalizzati, pronti da inviare.

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Descrizione del lavoro

J.P. Morgan Chase, a leading financial services firm, seeks a Market Director of Wealth Management to lead a team of Financial Advisors delivering exceptional client service and tailored investment solutions.

The role emphasizes building relationships, driving recruitment, and promoting a culture of excellence across a broad client base. You will partner with Branch Management and other teams to provide integrated financial strategies, leveraging technology and a client-centric approach to

Competenze

  • 5+ years of Advisor management experience.
  • Willingness to travel 50% of the time.
  • FINRA Series 7 and 66 are required.
  • FINRA Series 9/10 must be obtained or retained within 60 days of employment.
  • Proven ability to recruit, source and attract internal and external Advisor talent.
  • Strong investment services knowledge and market acumen.
  • Excellent communication and risk-management focus.

Mansioni

  • Lead a team of Financial Advisors to service a wide client base.
  • Recruit, coach and develop Advisors for high performance.
  • Collaborate with Branch Management, Business Banking and Home Lending to provide integrated solutions.
  • Leverage technology to meet current and future client needs and promote a customer-obsessed culture.
  • Oversee day-to-day administrative, supervisory and operational activities for a designated territory.
  • Foster a culture of risk and controls to protect clients and the firm.

Conoscenze

Advisor management
Travel readiness
Communication
Risk and controls
Talent recruitment

Formazione

Bachelor's degree (preferred)

Descrizione del lavoro

J.P. Morgan Chase, a leading financial services firm, seeks a Market Director of Wealth Management to lead a team of Financial Advisors delivering exceptional client service and tailored investment solutions.

The role emphasizes building relationships, driving recruitment, and promoting a culture of excellence across a broad client base. You will partner with Branch Management and other teams to provide integrated financial strategies, leveraging technology and a client-centric approach to

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