Wealth Market Director: Lead Advisors & Client Experience

Aumni; Evansville (IN); On-site; USD 150,000 - 210,000; Full time

Job summary

JPMorgan Chase Wealth Management seeks a Market Director of Wealth to lead a team of Financial Advisors, delivering exceptional client service and driving risk-aware growth across a broad client base. This senior role emphasizes recruiting, coaching, and a collaborative approach with Branch Management and other partners to provide holistic investment solutions.

The position requires a proven track record in advisor leadership, strategic hiring, and a strong understanding of investment products,

Qualifications

• At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team.
• Ability to travel 50% of the time
• A valid and active FINRA Series 7, 66 (or equivalent) is required
• A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
• Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
• High degree of investment services and product acumen and keen interest in the financial markets
• Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment

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, strategies and expertise to give our customers one place to meet all of their financial need
• 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 be expected to 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

Talent recruitment

Investment knowledge

Communication skills

Risk management

Education

Bachelor's degree preferred

Job description

JPMorgan Chase Wealth Management seeks a Market Director of Wealth to lead a team of Financial Advisors, delivering exceptional client service and driving risk-aware growth across a broad client base. This senior role emphasizes recruiting, coaching, and a collaborative approach with Branch Management and other partners to provide holistic investment solutions.

The position requires a proven track record in advisor leadership, strategic hiring, and a strong understanding of investment products,