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JPMorganChase · 1 hour ago

J.P. Morgan Wealth Management - Private Client Investment Associate Team Lead - Denver, CO

Denver, CO

Full-time

Onsite

Mid, Senior Level

3+ years exp

J.P. Morgan Chase is committed to delivering extraordinary customer service and helping clients meet their financial needs. As a Private Client Investment Advisor Team Lead, you will drive key strategies and collaborate with partners to enhance client experiences and support the development of Private Client Investment Associates.

Asset ManagementBankingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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

Client-focused coachingSeries 9/10 licenseSeries 7 licenseSeries 66 licenseTeam leadershipWealth Management acumenInvestment product knowledgeInnovative thinkingCommunication skillsAttention to detail

Required

At least 3 years of experience leading teams and coaching in a client-focused environment

A valid and active Series 9/10, Series7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education requirements and the appropriate state Group – 1 Life and Variable Annuity License

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

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

Glassdoor4.0

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

New York, New York, USA

10001+ employees

https://www.jpmorganchase.com/

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

Represents job field similar to this job

Trends of Total Sponsorships

2025 (2855)

2024 (3469)

2023 (3395)

2022 (3594)

2021 (2515)

2020 (2495)