Wealth Management: Private Client Team Leader

JPMorgan Chase & Co.; Houston (TX); On-site; USD 110,000 - 170,000; Full time

Job summary

JPMorgan Wealth Management seeks a Private Client Investment Associate Team Leader to drive strategic leadership of a team responsible for recruiting, training, and developing Private Client Investment Associates. The role emphasizes cross-functional influence, operational excellence, and continuous improvement aligned with Chase objectives.

Lead senior teams across regions, partners, and advisors to advance client service and organizational change initiatives, while navigating a fast-paced

Qualifications

• Strong communication and influence across levels.
• Proven ability to build and retain high-performing teams.
• Experience managing multiple priorities in a fast-paced environment.

Responsibilities

• Develop and lead the strategic direction for the Advisor Support team, including recruitment, onboarding, training, talent development, compensation, and advisor alignment.
• Serve as a senior leader within Chase Wealth Management, collaborating with Divisional and Regional Field Leadership to deliver top-tier client service.
• Lead projects driving organizational change and impact across multiple business functions.
• Streamline team operations to foster excellence and continuous improvement in line with company objectives.
• Mentor teams to strengthen collaboration between regions, markets, Private Client Investment Associates, and Advisors.

Skills

Strong communication

Influence stakeholders

Team leadership

Change management

Multi-priority management

SIE exam (held after Oct 1, 2018)

Series 7

Series 66 (63/65)

Series 9/10 or Series 24 license

Travel 50%

Job description

JPMorgan Wealth Management seeks a Private Client Investment Associate Team Leader to drive strategic leadership of a team responsible for recruiting, training, and developing Private Client Investment Associates. The role emphasizes cross-functional influence, operational excellence, and continuous improvement aligned with Chase objectives.

Lead senior teams across regions, partners, and advisors to advance client service and organizational change initiatives, while navigating a fast-paced