J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader- New York, NY
JPMorganChase
Job Overview A Private Client Investment Associate Program Manager within JPMorgan Wealth Management will lead a team responsible for recruiting, training, and developing Private Client Investment Associates. The role requires strategic leadership, cross‑functional collaboration, and proven communication and influence across business units. It offers the opportunity to spearhead projects that drive organizational change and improve operational excellence. Job Responsibilities Develop and lead the strategic direction for the Advisor Support team, focusing on recruitment, onboarding, training, talent development, compensation, and advisor alignment. Serve as a senior leader within Chase Wealth Management, working closely with Divisional and Regional Field Leadership to deliver top‑tier client service. Spearhead projects that drive significant organizational change across business functions. Streamline team operations to foster a culture of excellence and continuous improvement. Guide and mentor teams to strengthen collaboration among regions, markets, Private Client Investment Associates, and advisors. Required Qualifications, Capabilities, and Skills Strong communication skills with the ability to influence stakeholders at multiple levels. Innovative thinker with a track record of executing ideas. Proven ability to build and retain high‑performing teams. Ability to motivate and empower others, fostering a climate of excellence. Demonstrated success in managing multiple priorities in a fast‑paced environment and adapting to change. Valid and active Securities Industry Essentials (SIE) exam if registered after October 1, 2018. Valid and active Series 7 exam. Valid and active Series 66 (63/65) and Life and Health Insurance license obtained within 60 days of employment. Valid and active Series 9/10 or Series 24 license required, or obtained within 60 days of employment. Travel required 50% of the time. Preferred Qualifications, Capabilities, and Skills Extensive experience leading teams within a client‑focused setting, preferably in Wealth Management or Consumer Banking. Compensation and Benefits We offer a competitive total rewards package that includes a base salary based on experience, skill set, and location. Eligible employees may receive commission‑based pay and/or discretionary incentive compensation. 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 other programs. Equal Opportunity Employer Statement 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. #J-18808-Ljbffr JPMorganChase
- J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader - New York, NY New York, NY, United States Job Information Job Identification 210767072 Job Category Client Service Business Unit Consumer & Community Banking Posting Date 07/06/2026,...SuggestedFull timeShift work
- ...collaborating with J.P. Morgan to connect them with... ...DESCRIPTION As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will... ...strategic leadership of a team that manages the... ...Serve as a key senior leader within Chase Wealth Management...Suggested
- Private Client Advisor Job at J.P. Morgan Chase in New York, NY, within the Wealth Management group. As a Private Client Advisor we will represent the brand, interact with clients, and offer investment solutions that meet their financial needs. Job Responsibilities...Suggested
- Job Overview At J.P. Morgan Chase, we provide private client investment solutions and support to wealth management advisors. In this role, you will deliver... ...source management, and new lead generation. Assist in... ...deadlines. Maintain and foster team culture. Required...Suggested
- ...Description At J.P. Morgan Chase, we... ...helping our clients, taking care... ...Using a broad investment product and thought... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will be... ...a positive team environment.... ...management and new lead...Suggested
- J.P. Morgan Wealth Management - Private Wealth Advisor - Manhattan, NY J.P. Morgan Wealth Management... ...for helping our clients, taking care of... ...Using a broad investment product and thought... ...functional teams Required Qualifications... ...Management - New York - Associate- 7201453 New...Full time
- ...Description J.P. Morgan Advisors,... ...P. Morgan Wealth Management, offers U.S. based clients and their... ...a Client Associate in J.P.... ...maintenance for new and... ...and provide investment quotes to... ...trades and private investments... ...Advisor team, branch management... ...we are a leader in...Local area
- Job Summary At J.P. Morgan Chase, we are enthusiastic about helping our clients, caring for our employees, building relationships... ...and inclusion. Using a broad investment product and thought leadership... ..., focusing on relationship management rather than portfolio management...
- ...Description At J.P. Morgan Chase, we have an... ...enthusiasm for helping our clients, taking care of... .... Using a broad investment product and... ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive... ...About the Team Our Consumer &...
- ...Description At J.P. Morgan Chase, we are... ...to help clients, take care of... ...With a broad investment product and thought... ...needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will... ...management and new lead generation... ...and foster team culture Required...
$99.75k - $140k
...shape how a premier wealth management business invests, grows, and... ...into clear insights leaders can act on, quickly... ...Financial Officer teams, and business leadership... ...As a/an Senior Associate in J.P. Morgan Wealth Management... ...Base Pay/Salary New York,NY $99,750.00 - $140,...- The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve... ...-Directed - our digital investing platform. The combined... ...development, strengthening client satisfaction, and building... ...meetings per week to support new business opportunities Attend...Work at officeRemote workFlexible hoursNight shift
- ...collaborating with J.P. Morgan to connect them... ...At J.P. Morgan Wealth Management, we empower clients throughout their... ...Strategies team. This is a unique... ...opportunity for a proven leader who thrives on building new experiences and... ...management/investments and broker-...
$125k - $290k
New York, NY, United States Job Description... ...Sachs Asset Management (GSAM) is... ...’s leading investment managers.... ...public and private markets for... ...within Asset & Wealth Management (... ...for clients. These solutions... ...by the MAS team. With investment... ...United States #J-18808-Ljbffr...Full timeTemporary workPart time$100k - $170k
...Description Asset & Wealth Management (AWM) is the primary investing area within... ...to help clients pursue their... ...fund managers, private credit funds,... ...through new fund commitments... ...Collaborate with deal teams, fund... ...for this New York, NY, United States... ...programs. #J-18808-Ljbffr...Full timeTemporary workPart time$200k - $250k
...Americas, Inc.. New York, NY. LaSalle Investment Management is a leading... ...sovereign wealth funds. LaSalle... ...solutions—including private funds,... ...alignment with client objectives.... ...Investor Relations team. The... ...as industry leaders, in addition... ...conviction records. #J-18808-Ljbffr...Work at officeLocal areaWorldwide- ...class legal team at JPMorganChase... ...asset and wealth managers globally.... ...alternative investment products and... ...high net worth clients. As a Vice... ...on the J.P. Morgan Asset Management... ...hedge funds, private credit,... ...creation of new funds and the... ...as thought leaders who deliver...
$85k - $160k
...seeking an associate to join the... ...Relations” team, focusing on client and advisor... ...OUR IMPACT Wealth Management Across Wealth... ...planning, investment management,... ...offices (New York, Albany, Dallas... ...including private equity,... ...this Albany, NY, United States... ...here. #J-18808-Ljbffr...Full timeTemporary workPart timeWork at office$85k - $145k
...financial planning, investment management, business... ...managed by a single team. We deliver the kind... ...bound to act in our clients’ best interests —... .... Job Summary The Wealth Path Wealth Advisor... ...transitioning of 10-50 new clients a year to... ...requirements. #J-18808-Ljbffr...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$70k - $76k
...200,000 investment professionals... ..., our clients, and our... ...Solutions Associates are core... ...relationships with leaders in the... ...perform management... ...collaborate across teams to create... ...using new... ...well as wealth managers, private equity firms... ...of the S&P 500, we are... ...-Verify #J-18808-Ljbffr...Work at officeWorldwideFlexible hours$90k - $125k
Asset & Wealth Management, Fixed Income - Client Portfolio Manager... ...Public Investing, manages more... ...including private wealth mandates... .... The team has a long... ...of learning new concepts, comfortable... ...sales leaders in... ...for this New York, New York,... ...found here. #J-18808-Ljbffr...Full timeTemporary workPart time- J.P. Morgan Chase in New York, NY is seeking a Private Client Investment Associate in Wealth Management to deliver client service, administrative support to Private Client Advisors, and assist with wealth planning. You will process account openings, money movements and...
- ...Client Associate The Client Service team wants you as a Client Associate! By joining J.P. Morgan Wealth Management, you will have the opportunity to demonstrate... ...and today we are a leader in investment banking, consumer... ...management and private banking solutions. Asset...Work at office
- Asset & Wealth Management A career with Goldman Sachs... ...opportunity to help clients across the globe... ...participate in exciting investment opportunities... ...part of a diverse team that is passionate... ...become a member of our New York Portfolio... ...firm has to offer. #J-18808-Ljbffr Goldman...Full timeTemporary workWork at office
- ## Portfolio Manager & Investment Strategist - New York, NYApplyremote type... ...of Business:**TD Wealth**Job Description... ...profiles, and client needs including... ...internally to the CIO team and externally... ...to being a leader in client experience... ...or local law. #J-18808-Ljbffr TD...Local areaWork from homeHome officeFlexible hours
$20.19 - $30.77 per hour
...job at KeyBank. New York, NY. Location: 2... ...Bankers engage clients in deeper conversations... ...of the branch team, the Personal... ...; effectively managing internal and... ...partners such as Key Investment Services,... ...managing risks associated with banking operations... ...keybank.com. #J-18808-Ljbffr...Hourly payWork experience placementDay shift$63.75k - $70k
Community Groups Manager Full-Time Redeemer Presbyterian... ...150 E. 91st Street, New York, NY 10128 Posted April 27,... ...systems for leader recruitment, training,... ...with the Communications team on announcements, social... ...3,750 - $70,000/year #J-18808-Ljbffr Sola NetworkFull time$115k
2027 Investment Banking Summer Analyst... ...(New York, NY) We’re building... ...right for our clients. At CIBC, our... ...corporate and private equity clients... ...Banking team, you will support... .... Project Management - Assigned... ...the pay range associated with that... ...Mathematics #J-18808-Ljbffr...Temporary workFixed term contractSummer workInternshipImmediate start$80k - $160k
...IMPACT As an Associate, you will be... ...for a range of investment solutions and wealth management products.... ...with advisor teams to drive product... ...and improve client engagement.... ..., attracting new clients and developing... ...in New York, we maintain... ...Candidates #J-18808-Ljbffr...Full timeTemporary workPart time$100k - $125k
The M&A Associate position with NewEdge... ...’s senior management. The M&A... ...acquisition team and spend the... ...week from the New York City office.... ...and investment materials for... ...investment banking, private equity,... ...Familiarity with wealth management... ...program. #J-18808-Ljbffr...Work experience placementWork at office3 days per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader- New York, NY. Be the first to apply!
- client engagement associate New York, NY
- client relationship associate New York, NY
- client services associate New York, NY
- registered client associate New York, NY
- client account associate New York, NY
- client solutions associate New York, NY
- client success associate New York, NY
- registered investment advisor New York, NY
- investment operations associate New York, NY
- real estate investment associate New York, NY

