Are you passionate about empowering new advisors and facilitating seamless client transitions? As a Transition and Training Specialist at JPMorgan Chase, you will play a crucial role in onboarding new advisors, assisting in client transitions, and providing ongoing training support. This is your opportunity to drive innovation, foster collaboration, and contribute to our firm's success.
As a Transition and Training Specialist in our team, you will be instrumental in guiding new advisors through the onboarding process and assisting them in transitioning their clients effectively. You will lead training initiatives, support technology adoption, and provide ongoing training support to ensure high standards of competency and efficiency, while promoting a positive and inclusive work environment.
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Job Responsibilities:
- Act as a key liaison between new advisors, branch management, compliance and supervisory teams, and various other business units throughout the firm, ensuring effective communication and collaboration.
- Facilitate the onboarding process for new advisors, providing guidance and support to ensure a smooth transition for their clients.
- Provide ongoing training support to advisors and support team members, ensuring they remain proficient in all relevant applications needed for client maintenance.
- Oversee the review of client account activity daily to ensure overall accuracy, proper settlement of transactions, and reconciliation of sales credits and fees, providing guidance and support to the team as needed.
- Collaborate with Field Support, front office partners, and key stakeholders to identify training content needs and serve as a strategic training resource to the front office around JPMorgan Chase systems.
- Manage the delivery of training sessions nationally (virtual and onsite) and facilitate training as needed for new advisors and advisor support, ensuring consistency and quality in training delivery.
- Drive the engagement of the front office on new technology platform adoption and support recruiting efforts through technology demonstrations, acting as a champion for innovation and change.
- Coordinate periodic training for branch management teams to maintain business knowledge and partner with Technology and Product on communication, ensuring alignment with organizational goals.
- Foster a positive, inclusive, and diverse work environment, promoting a culture of collaboration and continuous improvement.
- Execute other duties and/or special projects as needed, demonstrating leadership and strategic thinking.
Required Qualifications, Capabilities, and Skills:
- Bachelor's degree or equivalent experience required, with a minimum of 5 years of financial services experience.
- Ability to travel domestically, and in some cases for extended periods of time, demonstrating flexibility and adaptability.
- Proven ability to be a self-starter and work independently in a high-pressure environment, with strong leadership and decision-making skills.
- Excellent oral and written communication skills, with the ability to influence and engage stakeholders at all levels.
- Highly proficient user of Outlook, Word, PowerPoint, and Excel, with the ability to leverage technology for efficiency and effectiveness.
- Demonstrate proactive follow-up and follow-through on tasks from start to finish, with a focus on results and accountability.
- Ability to work with staff at all levels of the organization and maintain a sense of urgency with the ability to prioritize and multi-task, leading by example and inspiring others.
Preferred Qualifications, Capabilities, and Skills:
- Experience in training and development within a financial services context.
- Familiarity with JPMorgan Chase systems and technology platforms.
- Strong project management skills and experience in leading cross-functional teams.
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.