Chase · 2 months ago
J.P. Morgan Wealth Management - Private Client Investment Associate Team Lead - Jacksonville, FL
7255 Baymeadows Way, Jacksonville, FL, 32256, US
Full-time
Onsite
Mid, Senior Level
3+ years expChase is a leading financial services firm, and they are seeking a Private Client Investment Associate Team Lead for their Wealth Management division. In this role, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates, driving key strategies to enhance client experience and team effectiveness.
BankingFinancial Services
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
Qualification
Required
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
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
Recent News
2026-01-24
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