A successful Market Director of Wealth creates a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. The Market Director plays a key role in ensuring our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.
As a Market Director in Wealth, you will leverage your leadership and communication skills to:
Have a passion for our customers, resulting in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
Identify opportunities to attract and recruit Advisors, and improve performance of existing Advisors
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, giving our customers one place to meet all of their financial needs
Set the tone of commitment to diversity and inclusion
Be a visionary who influences the use of technology to meet the customers' needs of today and the future
Closely partner with the Supervisory Manager and 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, have entrepreneurial business spirit and execute with a sense of urgency
Translate knowledge of financial markets and economic trends for execution of growth strategy
At least 5 years of management experience and/or at least 3 years of experience as an Advisor in the Chase Wealth Management program with demonstrated success as an Advisor at Chase Wealth Management
Bachelor's Degree preferred or equivalent work experience required
Ability to travel 50% of the time
FINRA Series 7, 66 (or equivalent) is required
FINRA Series 9/10 (or equivalent) 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 and excellent follow-through
Strong commitment to upholding a sound risk and controls environment
JPMorgan Chase is committed to providing a vast set of benefits choices as well as a Wellness Program to help you and your family get healthy and stay healthy. As an additional complement to the benefit plans, we offer a variety of additional programs and services to help meet the diverse needs of our employees, including 401k (for eligible employees), Employee Stock Purchase Plan, Employee Discount Programs, Business Resource Groups, Backup Child Care, Tuition Assistance Programs and Career Management, just to name a few.
INVESTMENT AND INSURANCE PRODUCTS ARE:
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Jpmorgan Chase & Co.