JPMorganChase · 3 days ago
J.P. Morgan Wealth Management - Talent Development Lead, Associate
Chicago, IL
Full-time
Onsite
Mid, Senior Level
$75K/yr - $107K/yr
2+ years expJPMorganChase is a leading financial services firm focused on helping investors achieve their long-term financial goals. As a Talent Development Lead within J.P. Morgan Wealth Management, you will be responsible for onboarding new employees and developing career progression for service center roles, enhancing the overall employee experience through collaboration and teamwork.
Asset ManagementBankingFinancial 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
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
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.
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
Represents job field similar to this job
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
Recent News
2026-01-17
2026-01-16
2026-01-13
Company data provided by crunchbase