Apply on Employer Site

Chase · 1 week ago

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

1455 16th St Mall, Denver, CO, 80202, US

Full-time

Onsite

Mid, Senior Level

$95K/yr - $150K/yr

3+ years exp

Chase is a leading financial services firm dedicated to helping clients achieve their financial goals. As a Private Client Investment Associate Team Lead in J.P. Morgan Wealth Management, you will drive key strategies and support the performance and development of Private Client Investment Associates while ensuring a world-class client experience.

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

Client-focused experienceSeries 9/10 licenseSeries 7 licenseSeries 66 licenseTeam leadershipWealth Management acumenInvestment product knowledgeInnovative thinkingCommunication skillsAttention to detailCollaboration skills

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