J.P. Morgan Wealth Management - Vice President Annuity Supervisory Team Manager - Columbus, OH Tempe, AZ and/or Plano, TX

Join a high‑impact supervision team that protects clients while enabling growth. In this leadership role, you will guide a team that reviews the suitability of complex annuity and insurance products and drives high‑stakes decisions with urgency You'll tackle complex, high‑risk escalations from end to end and work directly with field and executive stakeholders to reach timely, well‑supported outcomes You'll also coach and develop talent, strengthen supervisory processes, and champion continuous improvement across a dynamic, evolving environment If you thrive on responsibility, collaboration, and meaningful impact, this is your opportunity.

As a Vice President, Annuity Supervisory Team Manager in the Supervisory Management Team, you lead a team of Registered Principals to review suitability for annuity and insurance products, manage complex escalations end to end, and partner with stakeholders across the field and executive levels to resolve exceptions with urgency You will coach and develop employees, deliver training for new hires, and drive process improvements that enhance risk management and operational outcomes in a dynamic environment

Job responsibilities

• Lead and coach a team of Registered Principals conducting suitability reviews for annuity and insurance products, including variable, fixed, and index annuities
• Manage complex, high‑risk escalations end to end with outreach to field and executive stakeholders to drive timely resolution
• Drive daily workflow with urgency to meet service volumes and supervisory deadlines
• Escalate supervisory issues and recommend appropriate actions grounded in policy and risk considerations
• Partner with Supervisory Managers and registered personnel in the field to resolve exceptions efficiently and consistently
• Deliver training and onboarding for newly hired team members to build supervisory capability and consistency of decisions
• Identify trends, implement process improvements, and help drive change that elevates controls and client outcomes
• Influence and align stakeholders by clearly articulating issues, options, and final resolutions across supervision and the field
• Recruit, hire, develop, and coach employees to meet business objectives and foster a strong team culture
• Execute project work and additional tasks assigned by Central Supervision Management to support firm‑wide priorities and controls
• Perform appropriateness reviews on an exception basis for transactions and annuity or life insurance applications submitted by Financial Advisors to ensure suitability and compliance with firm policy

Required qualifications, capabilities, and skills.

• 7+ years of experience in the securities or investment industry, with strong knowledge of industry rules, regulations, and guidelines
• Minimum licensing requirement: FINRA Series 7 and one or more of the following licenses: FINRA Series 66 (63/65), 9/10 (4,24,53). Additional licensing requirements must be met within 120 days of hire.
• Ability to work independently and make sound, risk‑based decisions, including independent suitability determinations based on firm policy and client best interest.
• Strong research, analytical, and problem‑solving skills, including the ability to analyze trends and patterns to inform improvements or enhancements.
• Strong interpersonal, verbal, and written communication skills; effective collaboration across multiple levels of supervision and stakeholders in the field and executive offices
• Strong time‑management skills with the ability to meet service level agreements and project deadlines in a dynamic, evolving environment; proven ability to prioritize work, meet goals, and perform under pressure and complexity.
• Proven ability to manage a pipeline of work from assignment to completion with high attention to detail and organization skills.
• Knowledge and understanding of risk management and supervisory controls in wealth management contexts, including annuity and insurance review processes.
• Experience working effectively in a dynamic team environment that is consistently evolving, fostering a collaborative and inclusive culture while meeting business objectives and goals
• Proficiency with Microsoft Office and strong computer and navigational skills to operate supervisory systems and workflows efficiently

Preferred qualifications, capabilities, and skills

• Bachelor's degree; significant, directly related securities industry experience and advanced knowledge may substitute for a degree
• Experience managing people and leading teams in supervisory or risk‑focused functions within wealth management or brokerage environments
• Deep understanding of advisory services, a broad range of financial products, and complex client account structures to inform suitability decisions and escalations strategy
• Demonstrated thought leadership with a track record of identifying opportunities for process improvement and driving change across supervision workflows and controls
• Strong organization and attention to detail, with the ability to thrive in a fast‑paced, evolving team environment while meeting or exceeding business objectives and goals
• Ability to analyze supervisory data for trends and patterns and implement enhancements that strengthen client and risk outcomes end to end
• Ability to manage a pipeline from assignment to completion while fostering a team atmosphere and cross‑functional collaboration across supervision and the field

ABOUT US

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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, 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

ABOUT THE TEAM

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Client-provided location(s): Columbus, OH, Plano, TX, Tempe, AZ

Job ID: JPMorgan-210721015

Employment Type: FULL_TIME

Posted: 2026-03-17T19:40:08