J.P. Morgan Wealth Management - Central Supervisory Vice President Annuity Manager - Columbus, OH, Tempe, AZ, San Antonio and Plano, TX

Job Description

Join a team where your expertise shapes the future of financial services and client experiences. As a Central Supervisory Manager, you will play a key role in ensuring the integrity and suitability of our annuity and insurance offerings. Your insights and leadership will help us deliver exceptional service and maintain our reputation for excellence. Be part of a collaborative environment that values innovation, continuous improvement, and professional growth. Make a difference for our clients, our team, and your career.

As a Central Supervisory Manager in the Central Supervision team, you ensure the suitability and compliance of annuity and insurance products for our clients. You collaborate with colleagues across the organization to resolve supervisory issues and drive process improvements. You help train new team members and influence positive change. Together, we create solutions that make lives better and build long-term relationships with our clients.

 

Job Responsibilities

• Conduct suitability reviews for a variety of annuity and insurance products
• Escalate supervisory issues and recommend appropriate actions
• Partner strategically with field Supervisory Managers and registered personnel to resolve exceptions
• Review work items escalated internally by junior team members
• Deliver training to newly hired team members
• Identify and drive process improvements
• Influence stakeholders and align them to final resolutions
• Complete project work and additional tasks as assigned
• Articulate findings and recommendations clearly to management
• Maintain strong organization and attention to detail
• Meet service level agreements and project deadlines through effective time management

 

Required Qualifications, Capabilities, and Skills

• Minimum 7 years of experience in the securities and investment industry
• Deep understanding of advisory services, products, and complex client accounts
• Working knowledge of US financial regulations, including FINRA rules
• Proven ability to make sound, risk-based decisions independently
• Strong research, analytical, and problem-solving skills
• Excellent interpersonal, verbal, and written communication skills
• Ability to collaborate across multiple levels of supervision
• Active and valid FINRA Series 7 license
• Active and valid FINRA Series 66 (or 63 and 65), 9/10 (or 4, 24, 53), and State Life & Health Insurance license, or ability to obtain within 120 days of hire
• Strong organization skills and attention to detail
• Demonstrated ability to work in a dynamic, evolving team environment

 

Preferred Qualifications, Capabilities, and Skills

• Bachelor’s degree
• Experience delivering training and mentoring team members
• Experience driving process improvements and change initiatives
• Advanced analytical skills for identifying trends and patterns
• Experience influencing stakeholders and aligning teams to resolutions
• Strong project management skills
• Familiarity with digital solutions in wealth management

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.