J.P. Morgan Wealth Management - Private Client Investment Associate Team Lead - Irvine, CA

Job Description

At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. 

As a Private Client Investment Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the J.P. Morgan Wealth Management businesses and One Chase partnerships. This role requires you to be flexible and work in an environment operating at a rapid pace.

Job responsibilities

• Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates
• Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise
• Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team
• Provide field feedback to practice management on key initiatives
• Review and approve time and attendance records for Private Client Investment Associates
• Assist with resolution of various technology issues
• Maintain and update Independent Advisor coverage report
• Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors of Wealth
• Maintain and track revenue share agreements for Private Client Investment Associates
• Strengthen relationships with internal business partners including One Chase partners and branch leadership
• Focus on the employee experience, help define and drive an inclusive culture within the organization

Required qualifications, capabilities, and skills

• At least 3 years of experience leading teams and coaching in a client-focused environment
• A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education requirements 
• FINRA Series 9/10 (or equivalent), required or must obtain within 60 days of employment  
• Ability to act as an innovative thinker able to drive future engagement with clients to provide an exceptional experience
• Ability to create a climate in which people want to do their best by motivating and empowering others by inviting input from each person and sharing ownership and visibility
• Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
• Possess strong communication skills, highly professional, attention to detail and excellent follow-through
• High degree of Wealth Management and investment product and technology acumen
• Ability to travel 25% of the time

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.