The J.P. Morgan Wealth Management (USWM) 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, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. 

We are seeking a highly skilled and experienced Practice Management Director. You will responsible for leading practice management for our Select Advisor Group. This group comprises some of our top advisors with JP Morgan, many of whom are also recognized as industry leaders. You will be responsible for scaling practice management across the country for this elite group and providing coaching to these advisors.

 

Job Responsibilities

Scale practice management initiatives for the Select Advisor Group nationwide. Provide expert coaching and guidance to top advisors to enhance their practice management skills. Develop and implement strategies to improve efficiency and effectiveness within advisor practices. Collaborate with advisors to identify areas for growth and improvement. Monitor and evaluate the success of practice management programs and make necessary adjustments. Stay current with industry trends and best practices to ensure our advisors remain at the forefront of the industry.

Required qualifications, capabilities, and skills

At least 10 years of experience within the financial services industry Proven track record of successfully coaching and developing experienced advisors and advisor teams Strong understanding of the financial advisory landscape and industry best practices Excellent communication and interpersonal skills Ability to travel as needed to support advisors across the country Advanced degree in finance, business, or a related field

Preferred qualifications, capabilities, and skills

Certified Financial Planner (CFP®) designation