Vice President Practice Manager

Behind every investment is a person with ambitions, motivations and values. While we know that every client is unique, they come to J.P. Morgan Personal Investing for the same reason: our straightforward and transparent approach to investing, and the trust that 150 years of J.P. Morgan heritage brings.

J.P. Morgan Personal Investing offers award-winning investments, products and digital wealth management services to over 275,000 investors in the UK. We built the business with innovation as a core part of our ethos to give consumers the confidence and clarity to make informed investment decisions and achieve their financial goals.

As a Vice President Practice Manager, you'll be an experienced professional within the Wealth Management space. J.P. Morgan Personal Investing is seeking a dynamic VP Practice Manager to lead and inspire our Wealth Services team. This role is pivotal in optimising best practices across the team, providing structured training, development, and real-time coaching to ensure exceptional client service and business growth.

Key Responsibilities:

• Leadership & Coaching: Lead by example with a strong track record of individual sales performance. Coach and mentor team members to enhance their skills, enabling them to deliver complex and technical content in a simple, transparent manner.
• Client Relationship Management: Drive the team to increase client asset share while ensuring top-tier service and support.
• Strategic Development: Analyse data and identify opportunities for improvement. Collaborate across teams and business areas to influence growth plans and proposition development.
• Client Experience: Champion a culture focused on delivering outstanding client experiences and achieving positive customer outcomes.

• Wealth Management Expertise: Significant experience in relationship management or business development within Wealth Management, with a proven ability to work with investment products and clients across various asset values in both managed and self-selected investments with excellent market knowledge.
• Sales & Coaching Excellence: Demonstrable success in individual sales performance and coaching others to succeed. Ability to improve lead generation, close business, and conduct high-quality fact-finding conversations.
• Regulatory Knowledge: Up-to-date knowledge of retail financial products, markets, and regulatory expectations. RDR Compliant Level 4 qualification (PFS, CISI, CFA equivalent) is required.
• Target Achievement: Proven ability to exceed new business and retention targets, manage client referrals, and build long-lasting relationships.
• Compliance & Quality Assurance: Work closely with quality and compliance teams to ensure documentation and CRM systems are current, maintaining service quality and regulatory compliance.

• RDR Compliant Level 6 Qualifications (CISI, CFA equivalent) are preferred.