Wealth Market Director: Lead Advisors & Growth

JPMorgan Chase & Co.; Houston (TX); Presencial; USD 120 000 - 190 000; Tempo integral

Resumo da oferta

JPMorgan Chase & Co. in Houston seeks a Market Director of Wealth to lead a team of Financial Advisors, delivering a superior client experience and financial guidance.

You will shape service excellence, recruit talent, and coordinate cross-functional partners to meet client needs with a customer-obsessed culture. The role emphasizes leadership, technology-driven service, risk management, and collaboration with Branch Management and Home Lending to provide integrated solutions for a diverse

Qualificações

• At least 5 years of Advisor management experience.
• Ability to travel up to 50%.
• Valid FINRA Series 7 and 66.
• Valid FINRA Series 9/10 (or equivalent) within 60 days.
• Proven ability to recruit Advisor talent.
• Strong investment services and product knowledge.
• Excellent communication and risk management focus.

Responsabilidades

• 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

Conhecimentos

Advisor management

Travel 50%

FINRA Series 7, 66

FINRA Series 9/10

Recruitment

Investment product acumen

Communication skills

Risk & controls

Relationship building

Formação académica

Bachelor's Degree preferred

Descrição da oferta de emprego

JPMorgan Chase & Co. in Houston seeks a Market Director of Wealth to lead a team of Financial Advisors, delivering a superior client experience and financial guidance.

You will shape service excellence, recruit talent, and coordinate cross-functional partners to meet client needs with a customer-obsessed culture. The role emphasizes leadership, technology-driven service, risk management, and collaboration with Branch Management and Home Lending to provide integrated solutions for a diverse