The J.P. Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors and our Self-Directed online investing platform. The combined business has ~$650 billion in assets under management and 4,500 advisors with close to 5,000 locations.

As a Client Service Leader – Talent Development Lead you will responsible for the successful onboarding of employees new to the service center, and their path to be fully licensed and productive in their roles. Additionally, this leader develops and refines all levels of career progression for Service Center roles, and potential career paths in Wealth Management outside of the service organization. This role is people-focused, dedicated to the overall employee experience, and fosters teamwork and collaboration with all employees, stakeholders and partners. 

Job Responsibilities:

Directly manage newly hired investment professionals in your service center location. In addition to managing all service professional during their training and licensing period, these hiring managers work with other service organizations across the firm to develop employee interest in licensed service center roles, and help prepare both external and internal new joiners for a career in brokerage service at JPMC Partner with HR to manage and maintain Wealth Management Service Center career paths, in order to prepare internal employees for specialty service roles, leadership, and service center support roles.  Continue to develop a career path from the Wealth Management Service Center to advisor roles in Wealth Management, partnering closely with the Wealth Management campus recruiting program, Financial Advisor Development track.   Responsible for managing relationships with other service areas across the firm for cross function strategies when volume dictates. Partner closely with recruiting to ensure hiring targets are met and work with pre-employment, training, and systems onboarding partners to ensure new hires are on boarded efficiently and successfully complete licensing and training.  Partner with Recruiting, Licensing & Registration and Technology to ensure a positive and consistent onboarding experience. Implement a welcome experience for new investment professionals. Understand timelines and expectations around U4 Registration activities, Licensing Study and Exams, Insurance Licensing activities, Technology Hardware and Software provisioning/access. Maintain and further develop management reporting that tracks the success of the new hire process, career progression and development programs. 

Required Qualifications:

2+ years’ experience in people management responsibilities including performance management, development, and team capacity planning and leadership Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes Prior experience managing end-to-end processes with a focus on creating best in class experiences with a strong customer service mindset Strong leadership, interpersonal, relationship management and collaboration skills. Ability to create and foster strong partnerships with business partners to influence positive change Self-driven, customer-focused, proactive, results-oriented Focus on driving continuous process improvement Detail oriented, strong analytical/problem solving and organizational skills Excellent oral and written communication skills.  High degree of comfort presenting information to various levels of the organization Ability to manage multiple priorities in a fast-paced environment, to perform well under pressure, highly adaptive to change Demonstrated proficiency with Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)

Preferred Qualifications:

Bachelor’s degree preferred 3+ years of brokerage/financial services industry experience. Familiarity with Chase Wealth Management is preferred FINRA Series 7, 66 (or equivalent), 9/10 (or equivalent), in addition to meeting FINRA continuing education requirements and ability to hold registration in all 50 states preferred Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes is preferred Prior experience managing end-to-end processes with a focus on creating best in class experiences. Strong customer service mindset is preferred