Chase · 15 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 expChase is a leading financial services firm dedicated to helping clients achieve their financial goals. As a Client Development Team Leader, you will coach and guide Licensed Professionals to provide exceptional service to new clients, ensuring they are well-acquainted with the firm’s offerings during their initial onboarding period.
BankingFinancial 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
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
Recent News
2026-01-24
Small Business Trends
2026-01-18
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