Head Of Wealth Strategists, Executive Director

Jpmorgan Chase & Co. Plano , TX 75023

Posted 2 weeks ago

Head of Wealth Strategists, Executive Director

Req #: 200022530_2

Location: Plano, TX, US

Job Category: Wealth Management

Job Description:

JPMorgan Chase & Co. is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking.

The U.S. Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase wealth management business, J.P. Morgan Securities and You Invest - our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.

The Wealth Planning and Advice group ("WP&A") believes that wealth managed with intent leads to better outcomes for our clients. By listening and focusing on clients first (rather than products), we can better understand their needs, concerns, and goals ---- to determine how products and performance align to enable clients to achieve their desired outcomes. This foundation builds stronger relationships and leads to higher client satisfaction.

Wealth Strategists are Advisor-focused specialists that work alongside Regional and Market leadership to better enable our Financial Advisors to lead with advice and deliver a superior wealth management experience to our affluent and high net worth clients. Additionally, Wealth Strategists provide goals-based coaching for advisors, demonstrated goals-based advice dialogues to our Financial Advisors, and execute on the rollout and adoption of best-in-class goals-based tools. They are responsible for ultimately delivering the firm's financial planning Goals-Based planning resources to clients and prospective clients, helping them identify, prioritize and achieve their long term goals.

The Head of WM Wealth Strategists will lead the team of national Wealth Strategists and set a strategic vision to deliver goals-based sales transformation and advisor enablement. The team lead will build a long-term plan to drive client opportunity and advisor activation using goals-based planning techniques. They will be critical partner to our National and Regional Leadership teams, Practice Management, Investments & Advice teams, and Client Solutions teams.


  • Ability to provide unbiased, customized wealth planning guidance to clients and prospective clients, based on deep client discovery and understanding

  • Ability to work with advisors to develop business opportunities with new and existing clients

  • Develop and present goals-based materials and lead wealth transfer conversations in a compelling manner

  • Structure and present financial plans/presentations in a simple to understand conversational manner

  • Must be comfortable working with affluent and high net worth individuals/families, and have experience with financial planning, banking, investments, tax and wealth transfer strategies

  • Train and develop advisors to independently lead effective GBWM-related client engagements

  • Proven track record of team leadership and delivering on large organizational initiatives

  • Collaborative, diverse, and inclusive operating model to invite new perspectives and incorporate expertise from all team members

  • Recruit, develop and manage top talent


  • 10+ years complex financial planning experience

  • Bachelor's degree required

  • FINRA Series 7 and 66

  • Technical planning certification (e.g., CFP, CPWA, CIMA)

  • Expert on goals-based experience, client dialogues, tools, and processes

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Head Of Wealth Strategists, Executive Director

Jpmorgan Chase & Co.