JPMorganChase · 8 hours ago
J.P. Morgan Wealth Management – Vice President, Client Welcome Group Team Lead
150 W University Dr, Tempe, AZ, 85281, US
Full-time
Onsite
Mid Level
4+ years expJ.P. Morgan Wealth Management is dedicated to helping clients achieve their financial goals through exceptional service. The Vice President, Client Welcome Group Team Lead will coach and guide Licensed Professionals to ensure a welcoming experience for new clients while managing their service needs.
Asset ManagementBankingFinancial Services
Responsibilities
Leverage your leadership and communication skills
Identify opportunities to attract and recruit Client Development Professionals
Ensure talent and performance strategies are in place to coach, develop and promote Client Development Professionals, including performing call monitoring reviews to ensure quality interactions
Set the tone of commitment to diversity and inclusion
Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
Qualification
Required
A valid and active Series 7 and Series 66 license is required - If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
FINRA Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment
Leadership and People Development experience required with a proven track record of developing and coaching high performing teams
Proven ability to recruit, source and attract internal and external talent by building and maintaining personal network of contacts
High degree of investment services and product acumen and keen interest in the financial markets
Preferred
Bachelor's Degree preferred, or 4 years of equivalent work experience required
Business Development experience 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
2026-01-23
2026-01-22
Company data provided by crunchbase