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Chase · 1 month ago

J.P. Morgan Wealth Management - Market Director of Wealth (Affluent Market) - Palm Beach/Broward, FL

5100 Town Center Cir, Boca Raton, FL, 33486, US

Full-time

Onsite

Mid, Senior Level

5+ years exp

Chase is a leading financial services firm, and they are seeking a Market Director of Wealth to create a culture of excellence and deliver exceptional customer experiences. The role involves leading a team of Financial Advisors and driving integration with various partners to meet clients' financial needs.

BankingFinancial Services

Responsibilities

Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture

Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors

Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need

Be a visionary who influences the use of technology to meet the customers’ needs of today and the future; Set the tone of commitment to diversity and inclusion

Closely partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory

Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business

Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency

Qualification

Advisor management experienceFINRA Series 7FINRA Series 66Investment services acumenRecruitment skillsFollow-throughCommitment to risk controlsCommunication skillsAttention to detail

Required

At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team

Ability to travel 50% of the time

A valid and active FINRA Series 7, 66 (or equivalent) is required

A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment

Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts

High degree of investment services and product acumen and keen interest in the financial markets

Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment