Asset & Wealth Management, J.P. Morgan Securities, Client Service Group Manager- Assoc/Vp-New York, NY

Jpmorgan Chase & Co. New York , NY 10007

Posted 1 week ago

Apply Now

Asset & Wealth Management, J.P. Morgan Securities, Client Service Group Manager- Assoc/VP-New York, NY

Req #: 180064202

Location: New York, NY,US

Job Category: Relationship Management/Sales

Job Description:

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com.


Asset & Wealth Management

Overview:
J.P. Morgan Asset & Wealth Management, with client assets of $2.6 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

JPMorgan Securities Overview:
At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.

Position Description:

The CSG Manager will be responsible for the management of the sales support staff and administrative staff for the branch as well as for managing a wide array of training and process improvement initiatives to support the growth of the J.P. Morgan Securities New York, White Plains, Florham Park and Philadelphia Offices. This position will dually report to the head of the Client Service Group and the local Regional Director and is part of the branch management team.

Responsibilities:

  • Support and drive strategic firm and branch initiatives by partnering closely with the Regional Director.

  • Responsible for the management and leadership of the sales support staff in the branch and satellite branch where no administrative management is present.

  • Recruit, select, onboard, train administrative and sales support staff

  • Conduct performance reviews and make personnel decisions such as compensation, promotions disciplinary actions and terminations of all administrative and sales support staff in accordance with firm policy

  • Supervise and coordinate assignments for the sales support staff and evaluate problem areas to determine potential reassignments and trainings.

  • Partner with functional groups across the line of business on process improvement and day to day problem solving.

  • Supervise and manage human resources, benefits issues, attendance, and vacation.

  • Educate all employees on administrative policies and procedures as well as Firm's best practices

  • Escalate supervisory and management issues to the Regional Director and Supervisory Manager when necessary.

  • Partner with Regional Director and New York Management to address any management or staffing issues.

  • Degree in Business, Finance or other related business discipline

  • 3- 5 years Financial services management experience

  • Licenses 7, 63, 9, & 10 preferred, successful completion will be required shortly after employment begins

  • Experience in the training field or branch administrator, preferably financial services

  • Understanding of wealth management business, sales force and investment products.

Required Skills

  • Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team

  • Project management, problem-solving and time management skills

  • Excellent verbal and written communication skills

  • Ability to multi-task and work well under pressure

  • Ability to perform well in a deadline-driven, fast-paced environment

  • Experience with facilitating training sessions (both classroom and virtual)

  • Knowledge and understanding of KYC and Regulatory requirements

  • High attention to detail

  • Must be a team player

  • Good analytical skills

  • Prior experience in meeting deadlines and exceeding expectations

  • Ability to interface with people at different levels within the organization and various locations

  • Strong working knowledge of PowerPoint, Word, Excel

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Asset & Wealth Management Intelligent Digital Solutions Data Science And Machine Learning Team Vice President/ Executive Director (New York Or Palo Alto)

Jpmorgan Chase & Co.

Posted 3 days ago

VIEW JOBS 11/10/2018 12:00:00 AM 2019-02-08T00:00 Apply Now Asset & Wealth Management – Intelligent Digital Solutions – Data Science and Machine Learning Team – Vice President/ Executive Director (New York or Palo Alto) Req #: 180112336 Location: New York, NY,US Job Category: Digital Job Description: J.P. Morgan Intelligent Digital Solutions (IDS) is a newly developed division of J.P. Morgan Asset & Wealth Management – one of the largest asset and wealth mangers in the world, with client assets of $2.7 trillion and assets under management of $1.9 trillion (Assets as of Sept. 30, 2017). The IDS Big Data and Analytics team will primarily focus on using statistical analysis, modeling techniques, and deep learning methods to drive innovative solutions for data-driven investment insights, improved client engagement, and operational effectiveness. This is an exciting opportunity to join a small, dynamic team with the resources and impact of one of world's largest companies. We are looking for motivated individuals to push the boundaries of what's possible in Asset and Wealth Management. What You Can Expect To work alongside our top tier professionals, including data scientists, investment professionals, and marketing analytics teams, driving product innovation and identifying opportunities to incorporate machine learning into J.P. Morgan Asset & Wealth Management. Your responsibilities may include: * Performing analysis on our proprietary, unique dataset to identify new insights * Operating and proposing enhancements to the data science platform and architecture * Building prototype models with data pipelines that serve as roadmap to production * Facilitating data visualization to help drive decision making * Marketing real-world, commercial recommendations through effective presentations to various stakeholders About You We're looking for problem-solvers with a passion for developing innovative solutions! Qualifications: * Master's Degree or PhD, preferably in computer science, statistics, or other quantitative fields * Strong Industry experience in applying statistical methods to large data sets and building predictive models * Preference in participation in data science training, fellowship, or bootcamp programs * Strong programing skills and data analysis proficiency, such as Python (numpy/pandas/scikit-learn), R, Java, C++, Scala, SQL, Matlab * Experience with major deep learning libraries (e.g. TensorFlow, Torch, DeepLearning4J, etc.) * Participation in Kaggle competition or equivalent highly desirable * Strong communication skills (both verbal and written) and the ability to present findings to a non-technical audience * Experience in leading data projects independently while managing a team * Demonstrated experience in producing business and/or technical functional documentation * Understanding of financial markets preferred Jpmorgan Chase & Co. New York NY

Asset & Wealth Management, J.P. Morgan Securities, Client Service Group Manager- Assoc/Vp-New York, NY

Jpmorgan Chase & Co.