JPMorganChase · 2 days ago
J.P. Morgan Wealth Management - Operations Manager - Affluent Service Leader - Tempe, AZ
Tempe, AZ
Full-time
Onsite
Mid, Senior LevelJPMorganChase is a leading financial services firm focused on helping investors achieve their long-term financial goals. The Operations Manager - Affluent Service Leader will lead the investment client service team, fostering a culture of excellence and client obsession while ensuring a best-in-class service experience for affluent clients.
Asset ManagementBankingFinancial Services
Responsibilities
Partner closely with client-facing teams and internal business groups to drive and deliver on the Affluent Service Model, ensuring integration with One Chase partners such as Banking, Lending, and Digital
Champion a Client First culture by building a best-in-class client experience and shaping the strategic vision for the team
Implement talent and performance strategies, including coaching, development, promotion, and call monitoring reviews to ensure quality client interactions
Foster a culture of risk and control, acting with urgency and responsibility to safeguard customers and the business
Promote the firm’s commitment to diversity and inclusion, and proactively identify and implement solutions with an entrepreneurial spirit
Develop and conduct training to address team and individual gaps, translate financial market knowledge into growth strategies, and drive team performance through coaching and deepening client relationships
Qualification
Required
Ability to partner across the firm to influence, define the strategic vision of the team and collaborate with various product teams
Proven track record of developing and coaching high-performing teams, and recruiting talent by building a personal network of contacts
High degree of investment services and product acumen, with a keen interest in the financial markets
Outstanding communication skills, attention to detail, and excellent follow-through
Strong sense of prioritization, urgency, execution, and delivery, with a commitment to upholding a sound risk and controls environment
Innovative and creative thought leader with exceptional problem-solving skills, familiar with call center construct
Familiar with call center construct
FINRA Series 7, 63 (or equivalent) required, and ability to hold registration in all 50 states and territories; FINRA Series 9/10 (or equivalent) required or must obtain within 90 days of employment
Benefits
Comprehensive health care coverage
On-site health and wellness centers
A retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Company
JPMorganChase
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets.
Founded in 2000
10001+ employees
H1B Sponsorship
JPMorganChase has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (3471)
2024 (3469)
2023 (3395)
2022 (3594)
2021 (2515)
2020 (2495)
Funding
Current Stage
Public CompanyTotal Funding
unknown1998-02-01IPO
Leadership Team
Allison Beer
CEO of Card Services and Connected Commerce
Dan Mendelson
CEO, Morgan Health
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