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Chase · 3 weeks ago

J.P. Morgan Wealth Management - Talent Development Lead, Associate

10 S Dearborn St, Chicago, IL, 60603, US

Full-time

Onsite

Mid, Senior Level

$75K/yr - $107K/yr

2+ years exp

Chase is a leading financial services firm focused on helping investors achieve their long-term financial goals through its wealth management business. As a Talent Development Lead, you will be responsible for onboarding new employees, developing career progression paths, and enhancing the employee experience within the service center.

BankingFinancial Services

Responsibilities

Directly manage newly hired investment professionals in your service center location. In addition to managing all service professional during their training and licensing period, these hiring managers work with other service organizations across the firm to develop employee interest in licensed service center roles, and help prepare both external and internal new joiners for a career in brokerage service at JPMC

Partner with HR to manage and maintain Wealth Management Service Center career paths, in order to prepare internal employees for specialty service roles, leadership, and service center support roles

Continue to develop a career path from the Wealth Management Service Center to advisor roles in Wealth Management, partnering closely with the Wealth Management campus recruiting program, Financial Advisor Development track

Manage relationships with other service areas across the firm for cross function strategies when volume dictates

Partner closely with recruiting to ensure hiring targets are met and work with pre-employment, training, and systems onboarding partners to ensure new hires are on boarded efficiently and successfully complete licensing and training

Partner with Recruiting, Licensing & Registration and Technology to ensure a positive and consistent onboarding experience

Implement a welcome experience for new investment professionals. Understand timelines and expectations around U4 Registration activities, Licensing Study and Exams, Insurance Licensing activities, Technology Hardware and Software provisioning/access

Maintain and further develop management reporting that tracks the success of the new hire process, career progression and development programs

Qualification

People managementSecurities registration knowledgeCustomer service mindsetAnalytical skillsMicrosoft Office proficiencyLeadership skillsProactiveCollaboration skillsCommunication skillsDetail oriented

Required

2+ years' experience in people management responsibilities including performance management, development, and team capacity planning and leadership

Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes

Prior experience managing end-to-end processes with a focus on creating best in class experiences with a strong customer service mindset

Strong leadership, interpersonal, relationship management and collaboration skills

Ability to create and foster strong partnerships with business partners to influence positive change

Self-driven, customer-focused, proactive, results-oriented

Focus on driving continuous process improvement

Detail oriented, strong analytical/problem solving and organizational skills

Excellent oral and written communication skills. High degree of comfort presenting information to various levels of the organization

Ability to manage multiple priorities in a fast-paced environment, to perform well under pressure, highly adaptive to change

Demonstrated proficiency with Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)

Preferred

Bachelor's degree preferred

3+ years of brokerage/financial services industry experience. Familiarity with Chase Wealth Management is preferred

FINRA Series 7, 66 (or equivalent), 9/10 (or equivalent), in addition to meeting FINRA continuing education requirements and ability to hold registration in all 50 states preferred

Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes is preferred

Prior experience managing end-to-end processes with a focus on creating best in class experiences. Strong customer service mindset is preferred