Posted in General Business 30+ days ago.
Type: Full-Time
Location: Irvine, California
Select Advisor Investment Associate Team Lead (603)
Description
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:
Qualifications:
• 3-5 years proven experience leading teams and coaching in a client-focused environment
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
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