J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader
JP Morgan Chase
As a Private Client Investment Associate Team Leader within JPMorgan Wealth Management, you will be responsible for the strategic leadership of a team that manages the recruiting, training, and development of our Private Client Investment Associates. You will excel in a complex, cross-functional organizational structure and have a proven track record of effective communication and influence across business units. This role provides an opportunity to spearhead projects that promote significant organizational change and impact across various business functions, and to streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectivesJob Responsibilities:Develop and lead the strategic direction for our Advisor Support team, focusing on key areas such as recruitment, onboarding, training, talent development, compensation, and advisor alignment.Serve as a key 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 and impact across various business functions.Streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives.Guide and mentor teams to strengthen collaboration between 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 adaptability to change.Valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018.Valid and active Series 7Valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of employment.Valid and active Series 9/10 or Series 24 license required or must be obtained within 60 days of employment.Travel required 50% of the time.Preferred qualifications, capabilities and skills:Extensive experience in leading teams within a client-focused setting, preferably in Wealth Management or Consumer Banking.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 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. Full timePosting Date: 2026-08-14
- ...Description At J.P. Morgan Chase, we have... ...for helping our clients, taking care of... .... Using a broad investment product and thought... ...As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide... ...Maintain and foster team culture Required...Suggested
- ...Senior Client Service Associate As a Senior Client... ...Latin America Private Bank at J.P. Morgan you will be responsible... ...in a complex team-oriented and... ...in the investment management industry... ...today we are a leader in investment... ...Morgan Asset & Wealth Management delivers...SuggestedWork at office
- ...class experience to clients within J.P. Morgan's U.S. Private Bank. If you have... ...alongside a team of talented colleagues... ...building, preserving and managing their wealth. You will use your knowledge of investments, financial... ...and today we are a leader in investment banking...SuggestedTemporary workWork experience placementLocal area
- ...class experience to clients within J.P. Morgan's U.S. Private Bank. If you have... ...alongside a team of talented colleagues... ...building, preserving and managing their wealth. You will use your knowledge of investments, financial... ...and today we are a leader in investment banking...SuggestedTemporary workWork experience placementLocal area
- ...Registered Wealth Management Client Associate Houston, Texas To proceed with your... ...comprehensive wealth management and investment products and services for... ...with their advisory team committed to their needs.... ...."). Bank of America Private Bank is a division of Bank...SuggestedSeasonal workWork at officeWork from homeShift workDay shift
- ...JPMorgan Chase. As part of Risk Management and Compliance, you are... ...Work with deal teams on new originations for distressed... ...and government clients under the J.P. Morgan and Chase brands. Our history... ...years and today we are a leader in investment banking, consumer and small...
- ...Merrill Wealth Management Job Opportunity Merrill Wealth Management... ...comprehensive wealth management and investment products and services for... ...and Wealth Management Client Associates help clients pursue the life... ...with their advisory team committed to their needs. We...Seasonal workWork at officeWork from homeShift workDay shift
- ...integral part of a team that proudly... ...loans, investments, and services... ...communities nationwide! J.P. Morgan Chase’s... ...is a national leader in community development... .... CDB's clients include for-... ...Development Banking Associate within our... ...reports by managing information flow...Permanent employment
$80k - $95k
...Wealth Advisor Wealth Advisor Supported with... ...Advisor is part of a team who partners with clients to identify their... ...Responsibilities and Duties Manages time and resources... .... Tailors investment strategies for clients... .... We equip our associates with future-focused...Work experience placementWork at office- ...eager to build strong client relationships, we... ...become part of a team dedicated to delivering wealth management solutions and... ...Trainee in Global Private Bank within the Latin... ...management, including investments, lending, banking,... ...from senior leaders to projects that engage...Full timeTraineeshipSummer workSummer internship
- ...and delivering for our clients, teammates,... ...relationships with strategic wealth clients, driving funded... ...and profitable manner, managing a portfolio of existing... ...have responsibility for Private Bank custom lending... ...defined Global Wealth and Investment Management risk...Work at officeFlexible hoursShift workDay shift
- ...Description U.S. Capital Wealth (“ USCW ”) is... ...wealth management firm headquartered... ...over 5,500 clients and 60+ financial... ...owned by Arax Investment Partners, a premier... ...advisor teams with the significant... ...Investment Associate Reports to Branch... ...program support) #J-18808-Ljbffr...Full timeWork at office
- ...advice and complex portfolio management guidance to High Net Worth clients.\n \n \n \n \n \n \n Join Vanguard as a Wealth Advisor \n \n \n Are... ...of $5 to 15M in investable assets using Vanguard products... ...Advisors work in a collaborative team environment, partnering...Local areaRemote work
- ...Function / Summary Private Banker 4... ...integrated delivery of wealth products and... ...net worth clients for investments, borrowing & liability management, risk... ...for internal associates and external client... ...financial plans Teams with partners... ...local laws. #J-18808-Ljbffr...Local area
- ...The Risk Manager is responsible for the management of various insurance... ...Surety Bonds - bid bonds, P&P bonds, maintenance bonds, permit... ...requirements; work with project team on variances Builders Risk - applications... ...and common law payment and performance bonds. #J-18808-Ljbffr...For contractorsFor subcontractor
- ...Overview Our client, a well-established... ...Registered Investment Advisor (RIA) ,... ...high-performing team. This role is ideal... ..., and private investments. The... ...for the firm’s Wealth Advisors and API... ...potential wealth management clients through... ...Investment Management #J-18808-Ljbffr...Full time
- ...and detail-oriented Investment Operations Associate to join our team. This role is... ...delivery of exceptional client service. The ideal... ...the firm’s portfolio management system for accurate... ...within an RIA or wealth management firm Experience... ...Investment Management #J-18808-Ljbffr...Full time
- ...you'll navigate ambiguity, manage change effectively, and... ...with fellow BAs and other team members, ensuring work is... ...and government clients under the J.P. Morgan and Chase brands. Our history... ...years and today we are a leader in investment banking, consumer and small...Work at office
- ...Client Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering...Work at office
- ...Senior Client Service Associate As a Senior Client Service Associate within the Latin America Private Bank at J.P. Morgan you will be responsible for maintaining, deepening and enriching... ...This will entail working in a complex team-oriented and fast paced environment...Work at office
- ...seeking an experienced Wealth Advisor to join its growing Wealth Management team in Houston, Texas... ...high-net-worth clients, delivering... ...not a traditional investment sales role. The Wealth... ...planning, tax planning, private banking, and... ...strongest banking markets. #J-18808-Ljbffr...
- ...Corporate Banking Managing Director... ...Natural Resources Team, you will be... ...large public and private energy... ...will help our clients solve complex... ...management, and investments. You will also... ...clients under the J.P. Morgan and Chase brands... ...we are a leader in investment...
- ...provide hands‑on patient care? As a Therapy Team Leader, you balance clinical excellence with... ...staff development and performance management.Coordinate team tasks, paperwork, training... ...or physical disability, or any other protected classification. #J-18808-Ljbffr...Full timePart timeFlexible hours
- ...The Leader in Training (LIT) and Floor... ...assigned by store management (e.g. cashiering... ...and Leadership Team to develop sales... ...-care tools. Wealth We are committed... ..., and invest in your future.... ...relationships to develop a client based business... ..., Loss #J-18808-LjbffrBase plus commissionHourly payFull timeTemporary workPart timeFlexible hoursShift work
- ...while helping clients pursue their financial... .... Job Overview Wealth Advisors Group... ...who provide investment solutions to... ...clients. This is a team-based call... ...feedback to the Management team to improve... ...the U.S. As a leader in the financial... .... EAC 5.19.26 #J-18808-Ljbffr...Work experience placementWork at officeImmediate startWork from home
- ...Summary The Leader in Training (LIT) and... ...by store management (e.g. cashiering... ...and Leadership Team to develop sales... ...self-care tools. Wealth We are committed... ...contributions, and invest in your future.... ...relationships to develop a client based business... ...transparency. #J-18808-Ljbffr...Base plus commissionHourly payFull timeTemporary workPart timeWork at officeLocal areaAll shiftsFlexible hoursShift workDay shiftAfternoon shift
- ...Description: TAVO Wealth, LLC is a... ..., focused on managing and coordinating... ...-disciplinary team of Certified Financial... ..., community leaders, and executives... ..., cash flow, investment, insurance,... ...action steps for clients to implement. The... ...standards. #J-18808-LjbffrFull timeHome office
$110k - $149k
...for internal use):12The Team:The Product Operations... ...strategic execution across S&P Global's Geoscience,... ...with Product Management and Engineering on release... ...supporting data-driven product investment decisions and enabling... ...Learning: Access a wealth of resources to grow your...Full timeSecond jobLive inWorldwideFlexible hours$85k - $145k
...integrating financial planning, investment management, business management, tax,... ..., all managed by a single team. We deliver the kind of comprehensive... ...legally bound to act in our clients' best interests — always.*... ...Job Summary: The Wealth Path Wealth Advisor works in...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Stellus Capital Management is a leading private credit investment firm with approximately $3.8 billion... ...partners with management teams and private equity... ...visit Position Summary The Associate is a key member of the Investment... ...necessitated by business demands. #J-18808-Ljbffr...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader. Be the first to apply!
- client success associate Houston, TX
- registered client associate Houston, TX
- client solutions associate Houston, TX
- client engagement associate Houston, TX
- client account associate Houston, TX
- client services associate Houston, TX
- client relationship associate Houston, TX
- investment advisor Houston, TX
- investment consultant Houston, TX
- merchandise team leader Houston, TX



