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Select Advisor Investment Associate Team Lead at JPMorgan Chase Bank, N.A.

Posted in General Business 5 days ago.

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Type: Full-Time
Location: New York, New York

Job Description:

Select Advisor Investment Associate Team Lead (603)


J.P. Morgan Wealth Management (~$400B in AUS) offers a wide variety of investment products and services through J.P. Morgan's advisors across Chase Wealth Management (CWM) and J.P. Morgan Securities as well as Digital Wealth Management and You Invest platforms. It spans across ~4,000 Advisors that work out of 3,500 branches and 21 offices. The business is highly dynamic given the rapid evolution of client behavior, presenting challenges in how we evolve to meet client needs as well as opportunities to serve our clients more efficiently and effectively.

Reporting to the Select Advisor Market Director - Wealth, the Select Advisor Investment Associate Team Lead will support the market and serve as a liaison between Advisors and Private Client Investment Associates, driving the execution of key strategies and tactics that focus on growth and a world class client experience. The role requires collaboration with key partners across the J.P. Morgan Wealth Management businesses and One Chase partnerships. This role requires flexibility, and the ability to work in an environment operating at a rapid pace.

Job Description:

  • Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates
  • Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise
  • Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team
  • Review and approve time and attendance records for Private Client Investment Associates
  • Assist with resolution of various technology issues
  • Maintain and update Independent Advisor coverage reports
  • Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors - Wealth
  • Maintain and track revenue share agreements for Private Client Investment Associates
  • Strengthen relationships with internal business partners including OneChase partners and branch leadership
  • Focus on the employee experience, help define and drive an inclusive culture within the organization


• 3-5 years proven experience leading teams and coaching in a client-focused environment

  • Series 7, 66, Life and Health, 9, 10
  • Innovative thinker able to drive future engagement with clients to provide exceptional experience
  • Creates a climate in which people want to do their best; motivates and empowers others by inviting input from each person and sharing ownership and visibility
  • Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
  • Strong communication skills, attention to detail and excellent follow-through
  • High degree of Wealth and / or investment product and technology acumen
  • Ability to travel 25% of the time
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans