Wealth Management: VP, Client Service & Training Leader

慨正橡扯; Town of Florida (NY); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan Advisors, the ultra‑high net worth division of J.P.

Morgan Wealth Management, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams, driving training programs and process improvements to fuel growth. Reporting to the Head of the Client Service Group and Regional Director, you will recruit, train, and oversee staff, conduct performance reviews, and collaborate with cross‑functional groups on efficiency initiatives, while ensuring compliance

Qualifications

• FINRA SIE, Series 7, 66, 9 & 10 licenses on hire or within 180 days.
• Degree in Business, Finance, or related business discipline.
• Minimum of 3 years financial services management experience.
• Experience in the training field or branch administrator in financial services.
• Understanding of wealth management business, sales force, and investment products.
• Knowledge of KYC and regulatory requirements.
• Project management, problem‑solving and time management skills.
• Experience with facilitating training sessions (classroom and virtual).
• Strong working knowledge of PowerPoint, Word, Excel.

Responsibilities

• Manage the sales support staff and administrative staff for the branch and satellite branch.
• Administer training and process improvement initiatives to support office growth.
• Recruit, onboard, train staff, supervise assignments, and address training needs.
• Conduct performance reviews and manage compensation, promotions, disciplinary actions.
• Partner with functional groups on process improvement and problem solving.
• Supervise HR tasks including benefits, attendance and vacation.
• Escalate issues to Regional Director and coordinate with New York Management.

Skills

Staff leadership

Training delivery

Regulatory awareness

Project management

Time management

Problem solving

Communication

Education

Business/Finance degree

Tools

PowerPoint

Word

Excel

Job description

J.P. Morgan Advisors, the ultra‑high net worth division of J.P.

Morgan Wealth Management, seeks a Client Service Group Manager to lead the branch's sales support and administrative teams, driving training programs and process improvements to fuel growth. Reporting to the Head of the Client Service Group and Regional Director, you will recruit, train, and oversee staff, conduct performance reviews, and collaborate with cross‑functional groups on efficiency initiatives, while ensuring compliance