J.P. Morgan Wealth Management - Operations Manager - Affluent Service Leader

The JPMorgan Wealth Management business is focused on helping investors achieve their long-term financial goals and comprised of the Chase Wealth Management business, J.P. Morgan Securities and J.P. Morgan Self-Directed Investing-our digital investing platform. The combined business has ~$400 billion in Assets under Management and ~4,000 advisors who work out of 3,500 branches and 21 offices.

As a leader in the investment client service team, you will be focused on coaching, energizing, and leading our investment client service professionals to deliver a Best-in-Class service experience by embracing a hospitality culture. A successful Team Leader creates a culture of excellence, client obsession, and high performance that meets the expectations of our most Affluent investment clients. Adaptability is a key aspect of this role. Partnership and teamwork are crucial. Proven ability to build and sustain strong, cohesive partnerships with the business and other key stakeholders and work effectively in a matrix organization.

Job Responsibilities:

• Partner closely with client-facing teams and internal business groups to drive and deliver on the Affluent Service Model, ensuring integration with One Chase partners such as Banking, Lending, and Digital.
• Champion a Client First culture by building a best-in-class client experience and shaping the strategic vision for the team.
• Implement talent and performance strategies, including coaching, development, promotion, and call monitoring reviews to ensure quality client interactions.
• Foster a culture of risk and control, acting with urgency and responsibility to safeguard customers and the business.
• Promote the firm's commitment to diversity and inclusion, and proactively identify and implement solutions with an entrepreneurial spirit.
• Develop and conduct training to address team and individual gaps, translate financial market knowledge into growth strategies, and drive team performance through coaching and deepening client relationships.

• Ability to partner across the firm to influence, define the strategic vision of the team and collaborate with various product teams.
• Proven track record of developing and coaching high-performing teams, and recruiting talent by building a personal network of contacts.
• High degree of investment services and product acumen, with a keen interest in the financial markets.
• Outstanding communication skills, attention to detail, and excellent follow-through.
• Strong sense of prioritization, urgency, execution, and delivery, with a commitment to upholding a sound risk and controls environment.
• Innovative and creative thought leader with exceptional problem-solving skills, familiar with call center construct.
• Familiar with call center construct
• FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories; FINRA Series 9/10 (or equivalent) required or must obtain within 90 days of employment.