Chase · 2 days ago
J. P. Morgan Wealth Management - Operations Manager
20855 Stone Oak Pkwy, San Antonio, TX, 78258, US
Full-time
Onsite
Senior Level
5+ years expChase is a leading financial institution offering innovative financial solutions. As a Vice President, Operations Manager within the Wealth Management Service team, you will lead investment client service professionals to deliver exceptional service and foster a culture of excellence and teamwork.
BankingFinancial Services
Responsibilities
Partner closely with client and advisor-facing teams and internal business groups to drive and deliver on the Affluent Service Model, ensuring integration with One Chase partners such as Banking, Lending, and Digital
Champion a Client First culture by building a best-in-class client experience and shaping the strategic vision for the team
Implement talent and performance strategies, including coaching, development, promotion, and call monitoring reviews to ensure quality client interactions
Foster a culture of risk and control, acting with urgency and responsibility to safeguard customers and the business
Promote the firm’s commitment to diversity and inclusion, and proactively identify and implement solutions with an entrepreneurial spirit
Develop and conduct training to address team and individual gaps, translate financial market knowledge into growth strategies, and drive team performance through coaching and deepening client relationships
Qualification
Required
Ability to partner across the firm to influence, define the strategic vision of the team and collaborate with various product teams
Proven track record of developing and coaching high-performing teams, and recruiting talent by building a personal network of contacts
High degree of investment services and product acumen, with a keen interest in the financial markets
Outstanding communication skills, attention to detail, and excellent follow-through
Strong sense of prioritization, urgency, execution, and delivery, with a commitment to upholding a sound risk and controls environment
Innovative and creative thought leader with exceptional problem-solving skills, familiar with call center construct
FINRA Series 7 and 63 (or equivalent) required, with ability to register in all 50 states
Preferred
College degree or equivalent experience
Financial services and/or banking industry experience
Series 9/10 (or equivalent) required or commitment to obtain within 90 days of hire
5 years of client service experience
Experience with a wide array of financial products preferred
Operating Hours: Current target operating hours are Monday – Friday, 8 am EST – 6 pm EST
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
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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