J.P. Wealth Management National Branch Remote Advice Site Leader - Executive Dir

• Think strategically, set clear goals, and communicate, collaborate, and influence effectively to advance J.P. Morgan Wealth Management's objectives.
• Establish new regional center(s) by recruiting, hiring, and staffing top talent—partnering with internal recruiting resources and leveraging personal networks.
• Manage the talent strategy for assigned site(s) and/or regions, ensuring the growth and career development of advisors and leaders.
• Play a leadership role in developing alternative investment channels, including client access to digital tools and financial advisors.
• Ensure talent and performance strategies are in place to coach, develop, and promote Financial Advisor Team Leads, including conducting call monitoring reviews to maintain quality interactions.
• Own end-to-end leadership of the client and employee experience within the site(s).
• Champion diversity and inclusion across all staff.
• Serve as a visionary who shapes the use of technology to meet customers' current and future needs.
• Partner closely with Legal, Risk, Control, and Compliance teams, and manage all day-to-day administrative, supervisory, and operational aspects of the site(s) to achieve J.P. Morgan Remote Wealth Management's strategic objectives.
• Drive integration with One Chase partners, including but not limited to Banking, Lending, and Digital.
• Lead key initiatives, process improvements, and resolution of challenges identified at the site location(s) on a daily basis.
• Make tactical decisions and execute plans (e.g., test-and-learn call deployment, managing call volume spikes due to market conditions, resiliency issues, etc.).
• Translate knowledge of financial markets and economic trends into effective growth strategy execution.

Qualifications:

• 10+ years of leadership experience in wealth management or brokerage, with strong business and investment acumen, including knowledge of investment products, IRAs, managed accounts, and employee benefit programs.
• Proven ability to balance strong results with sound risk management, backed by a strong compliance record.
• Skilled at managing multiple priorities in a fast-paced environment and adapting readily to change.
• Excellent communication skills, with experience presenting to large audiences across various levels of the organization.
• Highly organized and detail-oriented, with demonstrated proficiency in Windows and Microsoft Office (Word, Excel, PowerPoint, etc.).
• Active Series 9/10 license required.
• Active Series 7 license required.
• Active Series 66 license required, or must be obtained within 60 days of starting as a condition of employment.
• Active Life and Health Insurance license required, or must be obtained within 60 days of starting as a condition of employment.
• Bachelor's degree preferred, or equivalent work experience required.

Originally posted on Himalayas