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.
You will lead a team of Financial Consultants who service a wide range of clients at our firm. As part of Chase Wealth Management, Financial Consultants are dedicated to creating a great client experience. They work in a team environment to offer comprehensive financial planning and advice to individuals and families over the telephone. A successful Team Leader creates a culture of excellence in an environment that meets the high expectations of Chase clients. By building deep relationships, driving a high performance team and client obsessed culture.
As a Team Lead, you will leverage your leadership and communication skills.
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 Financial Consultants, and improve performance of existing Financial Consultants
Ensure talent and performance strategies are in place to coach, develop and promote Financial Consultants, including performing call monitoring reviews to ensure quality interactions
Drive integration with One Chase partners to include but may not be limited to Banking, Lending and digital Set the tone of commitment to diversity and inclusion
Closely partner with the Supervisory Management 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 the team
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 an entrepreneurial business spirit and execute with a sense of urgency. Develop and conduct training when gaps in team and individual needs are identified
Ability to translate knowledge of financial markets and economic trends in the execution of growth strategy
Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor teams
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
Licenses, Designation and Education
60 days of starting in the role as a condition of employment
.This role requires you to be licensed in all states
Jpmorgan Chase & Co.