At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer experience while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.As a Strategy and Execution lead, you will partner closely with Chase Wealth Management's Divisional Directors and Regional Directors to develop a strategic approach to engaging with Select Advisors and help drive the strategy and execution of Chase Wealth Management's Select Advisor Group's priorities. The Strategy & Execution Lead reports to the Head of The Select Advisor Group Strategy Team in J.P. Morgan Wealth Management.The role requires collaboration with various businesses and functional areas across the Chase Wealth Management business as well as the JPMorgan Wealth Management and Consumer Banking businesses. This position requires strong partnership and influence with Senior Leaders across several lines of business as well as functional and business partners. This role requires flexibility and comfort with ambiguity given the rapid pace of change and various constituencies involved.Job responsibilities
Partner with Divisional & Regional Directors, responsible for employee & customer relationship management across designated investments markets; support leadership to develop, communicate and execute upon growth strategies and initiatives.
Provide subject matter expertise on Select Advisor Group's strategic initiatives and offer direction, guidance and decision making to achieve desired expectations.
Provide strategic support for the Division and Region(s) investments business and lead a scalable engagement and education strategy for the Select Advisor Group to branch based advisors and field leadership.
Advise Market Directors of Wealth on proactively recruiting Private Client Advisors (PCAs) Select Advisors and backfilling for those advisor. Creating a strong talent pipeline of ready now PCAs and ensuring an smooth integration and onboarding experience.
Partner with Market Directors of Wealth to ensure the appropriate focus on Select Advisor onboarding, and help Advisors synthesize and apply training, service and product education to deliver a first-class client experience.
Maintains oversight and knowledge of top producers by market; Areas of opportunity & regional/market nuances; Understand client segmentation strategy.
Partner with Wealth Management Specialists and the Practice Management Team to identify and deliver Regional/Market strategic focus areas, enhancing Advisors' understanding of the Select platform.
Remain informed of audit procedures and areas under heightened supervision for respective Regions/Markets.
Develop and maintain strong relationships with key partners across Consumer Banking, Wealth Management and other parts of the Firm
Required qualifications, capabilities, and skills
10+ years proven experience coaching and managing all levels of Advisors - from brand-new recruits through highly experienced Advisors.
Proven ability to source and attract internal and external talent by building and maintaining personal network of contacts.
Demonstrated ability to build relationships and partner with other areas of Consumer Banking Wealth Management & Business Banking.
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.
Bachelor Degree required.
FINRA Series 7, 9/10 (or equivalent) and 66 (or equivalent) required in addition to meeting FINRA continuing education requirements.
Ability to travel 50% 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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.Equal Opportunity Employer/Disability/Veterans