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 J.P. Morgan Wealth Management (JPMWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors and our Self-Directed online investing platform. The combined business has ~$650 billion in assets under management and ~4,500 advisors with close to 5,000 locations.
As a leader in the J.P. Morgan Wealth Management Service Center, the Client Service Leader - Talent Development Lead is responsible for the successful onboarding of employees new to the service center, and their path to be fully licensed and productive in their roles. Additionally, this leader develops and refines all levels of career progression for Service Center roles, and potential career paths in Wealth Management outside of the service organization. This role is people-focused, dedicated to the overall employee experience, and fosters teamwork and collaboration with all employees, stakeholders and partners.
In this role you will:
New Talent Management: Directly manage newly hired investment professionals in your service center location. In addition to managing all service professional during their training and licensing period, these hiring managers work with other service organizations across the firm to develop employee interest in licensed service center roles, and help prepare both external and internal new joiners for a career in brokerage service at JPMC
Career Development: Partner with HR to manage and maintain Wealth Management Service Center career paths, in order to prepare internal employees for specialty service roles, leadership, and service center support roles. Additionally, continue to develop a career path from the Wealth Management Service Center to advisor roles in Wealth Management, partnering closely with the Wealth Management campus recruiting program, Financial Advisor Development track.
Responsible for managing relationships with other service areas across the firm for cross function strategies when volume dictates.
Partner closely with recruiting to ensure hiring targets are met and work with preemployment, training, and systems onboarding partners to ensure new hires are onboarded efficiently and successfully complete licensing and training.
Service Center Liaison with internal service providers: Partner with Recruiting, Licensing & Registration and Technology to ensure a positive and consistent onboarding experience
Welcome Experience: Implement a welcome experience for new investment professionals. Understand timelines and expectations around U4 Registration activities, Licensing Study and Exams, Insurance Licensing activities, Technology Hardware and Software provisioning/access.
Management Reporting: Maintain and further develop management reporting that tracks the success of the new hire process, career progression and development programs.
Issue Resolution: Partner with Human Resources, Licensing & Registration, Technology and Field Leadership to troubleshoot and solve issues end to end. Resolve escalated issues.
Qualifications:
3+ years of brokerage/financial services industry experience. Familiarity with Chase Wealth Management a plus
2+ years' experience in people management responsibilities including performance management, development, and team capacity planning and leadership
Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes
Prior experience managing end-to-end processes with a focus on creating best in class experiences. Strong customer service mindset.
Strong leadership, interpersonal, relationship management and collaboration skills.
Ability to create and foster strong partnerships with business partners to influence positive change.
Detail oriented, strong analytical/problem solving and organizational skills
Excellent oral and written communication skills. High degree of comfort presenting information to various levels of the organization
Ability to manage multiple priorities in a fast-paced environment, to perform well under pressure, highly adaptive to change
Demonstrated proficiency with Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)
Perform other job-related duties as assigned
Bachelor's degree preferred
FINRA Series 7, 66 (or equivalent), 9/10 (or equivalent), in addition to meeting FINRA continuing education requirements and ability to hold registration in all 50 states preferred
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.
