Wealth Management: Private Client Team Leader

JPMorganChase; Houston (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

JPMorgan Chase Wealth Management is seeking a Private Client Investment Associate Team Leader to steer the strategic direction of a high-performing advisor-support team. You will recruit, train, and develop Private Client Investment Associates while collaborating with cross-functional leaders to drive organizational change.

The role emphasizes strong communication, leadership, and the ability to influence across business units, with a focus on excellence in client service and continuous

Qualifications

• Strong communication skills and ability to influence stakeholders at multiple levels.
• Proven track record building and retaining high-performing teams.
• Experience leading teams in wealth management or client-focused financial services.
• Willingness to travel up to 50% and manage multiple priorities in a fast-paced environment.

Responsibilities

• Develop and lead the strategic direction for Advisor Support, including recruitment, onboarding, training, and talent development.
• Partner with Divisional and Regional leadership to deliver top-tier client service in Chase Wealth Management.
• Spearhead projects driving organizational change and cross-functional impact across business units.
• Streamline team operations to elevate excellence and align with company objectives.
• Mentor teams to strengthen collaboration between regions, markets, and Advisors.

Skills

Leadership

Team building

Communication

Influence

Adaptability

SIE exam

Series 7

Series 66

Series 9/10 or 24

Travel readiness

Job description

JPMorgan Chase Wealth Management is seeking a Private Client Investment Associate Team Leader to steer the strategic direction of a high-performing advisor-support team. You will recruit, train, and develop Private Client Investment Associates while collaborating with cross-functional leaders to drive organizational change.

The role emphasizes strong communication, leadership, and the ability to influence across business units, with a focus on excellence in client service and continuous