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. 

 

As a Vice President, Client Specialist Business Manager within J.P. Morgan Wealth Management, you will be responsible for providing sales support to a team of Client Specialists, leading a team of Client Specialist Associates, and promoting forward initiatives in various areas of Wealth Management. You will also partner with the Marketing team to deliver compelling resources, establish and enhance business reporting platforms, and support day-to-day business operations. This role offers the opportunity to work closely with executive leadership, gain exposure to business strategy and program management, and contribute to a diverse range of projects

 

Job responsibilities

Provide sales support to a team of three Client Specialists Oversee and Lead a team of 4 (and growing) Client Specialist Associates across the country who also deliver sales support to Client Specialists Lead projects and drive forward initiatives in a range of areas of Wealth Management
related to the Client Specialist strategy, including: Internal and External Marketing, Sales Training, Recruiting, and Business Reporting Be lead business manager for Head of the Client Specialists Partner with Marketing team to deliver compelling internal and external marketing
resources for the Client Specialist team Deliver ongoing sales training resources and program for key referral sources Serve as key partner in advancing recruiting efforts to grow the Client Specialist team  Establish and enhance business reporting platform related to Client Specialist results Support 3 Client Specialists in all aspects of the sales cycle, including prospect research,
prospect outreach, meeting preparation and participation in meetings, pitch book
development, analyses, scheduling and administration Identify areas of opportunity to help drive priorities forward Support day-to-day business operations such as internal communications and Client Specialist issues/questions

Required qualifications, capabilities, and skills

Bachelor's Degree with at least 6 years of financial services industry experience  Strong business management and/or project management experience Excellent interpersonal skills with the ability to successfully engage and influence
a broad range of individuals across businesses lines and key support functions  Self-starter with ability to work independently  Strong analytical skills, with a high level of attention to detail Exceptional verbal and written communication skills Strong organizational skills with ability to execute on multiple objectives
simultaneously in a demanding environment Team-oriented with ability to interact effectively with individuals at varying
levels of the organization with varying responsibilities, including management,
marketing, compliance, legal, operations, sales, and technology Advanced skills with Excel and PowerPoint presentations

 

Preferred qualifications, capabilities, and skills

Wealth Management Experience Experience in sales, marketing, training, recruiting, and business reporting Series 7/63/65 licensed preferred