J.P. Wealth Management National Branch Remote Advice Site Leader - Executive Director

• Think strategically, set clear goals, and communicate, collaborate, and influence effectively to advance J.P. Morgan Wealth Management's objectives.


• Establish new regional center(s) by recruiting, hiring, and staffing top talent—partnering with internal recruiting resources and leveraging personal networks.


• Manage the talent strategy for assigned site(s) and/or regions, ensuring the growth and career development of advisors and leaders.


• Play a leadership role in developing alternative investment channels, including client access to digital tools and financial advisors.


• Ensure talent and performance strategies are in place to coach, develop, and promote Financial Advisor Team Leads, including conducting call monitoring reviews to maintain quality interactions.


• Own end-to-end leadership of the client and employee experience within the site(s).


• Champion diversity and inclusion across all staff.


• Serve as a visionary who shapes the use of technology to meet customers' current and future needs.


• Partner closely with Legal, Risk, Control, and Compliance teams, and manage all day-to-day administrative, supervisory, and operational aspects of the site(s) to achieve J.P. Morgan Remote Wealth Management's strategic objectives.


• Drive integration with One Chase partners, including but not limited to Banking, Lending, and Digital.


• Lead key initiatives, process improvements, and resolution of challenges identified at the site location(s) on a daily basis.


• Make tactical decisions and execute plans (e.g., test-and-learn call deployment, managing call volume spikes due to market conditions, resiliency issues, etc.).


• Translate knowledge of financial markets and economic trends into effective growth strategy execution.

Qualifications:

• 10+ years of leadership experience in wealth management or brokerage, with strong business and investment acumen, including knowledge of investment products, IRAs, managed accounts, and employee benefit programs.


• Proven ability to balance strong results with sound risk management, backed by a strong compliance record.


• Skilled at managing multiple priorities in a fast-paced environment and adapting readily to change.


• Excellent communication skills, with experience presenting to large audiences across various levels of the organization.


• Highly organized and detail-oriented, with demonstrated proficiency in Windows and Microsoft Office (Word, Excel, PowerPoint, etc.).


• Active Series 9/10 license required.


• Active Series 7 license required.


• Active Series 66 license required, or must be obtained within 60 days of starting as a condition of employment.


• Active Life and Health Insurance license required, or must be obtained within 60 days of starting as a condition of employment.


• Bachelor's degree preferred, or equivalent work experience required.

• Thinks strategically, sets
  goals, communicates clearly and collaborates & influences
  appropriately to accomplish JP Morgan Wealth Management goals


• Establishing new regional
  center/s by recruiting, hiring and staffing top talent partnering with
  internal recruiting resources and leveraging personal network. 


• Responsible for managing
  talent strategy of the site/s and/or Regions assigned to them, and
  ensuring growth and career development of advisors and leaders


• Play a leadership role in
  developing alternative investment channels that include client access to
  digital tools and financial advisors


• Ensure talent and
  performance strategies are in place to coach, develop and promote
  Financial Advisor Team Leads, including performing call monitoring reviews
  to ensure quality interactions


• End to end leadership and ownership
  of client and employee experience within the site/s.


• Champion diversity and
  inclusion across all staff.


• Be a visionary who
  influences the use of technology to meet the customers’ needs of today and
  the future


• Closely partner with
  Legal, Risk, Control and Compliance and be expected to manage all
  day-to-day administrative, supervisory and operational aspects of the
  site/s in order to achieve JP Morgan Remote Wealth Management strategic
  objectives


• Drive integration with One
  Chase partners to include but may not be limited to Banking, Lending and
  digital


• Responsible to drive key
  initiatives, process improvements and resolution of key challenges in the
  site location/s that are identified on a daily basis


• Responsible for making
  tactical decisions, and execute plans (e.g. test and learn call
  deployment, call volume spike due to market conditions, resiliency issues,
  etc.)


• Ability to translate
  knowledge of financial markets and economic trends in the execution of
  growth strategy