Asset Management - Sales Desk Manager - Executive Director jobs in United States
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Chase · 10 hours ago

Asset Management - Sales Desk Manager - Executive Director

position1111 Polaris Pkwy, Columbus, OH, 43240, US
timeFull-time
remoteOnsite
seniorityMid Level
money$100K/yr - $100K/yr
date4+ years exp

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers and businesses. As a Sales Desk Manager for the Independent Broker Dealer Channel, you will lead a team of Internal Client Advisors and collaborate with other Desk Managers to deliver customized financial solutions to Financial Advisors. This role requires strategic thinking, team leadership, and a strong background in the financial industry.

BankingFinancial Services

Responsibilities

Work closely with the Head of the IBD Channel to develop and execute strategic initiatives
Recruit, hire, train, develop and lead the Internal Client Advisor team in the IBD Channel
Help the ICA team deliver the full JP Morgan client experience by showing them how to partner with Private Alternatives, Defined Contribution Specialists, Models Specialists and Portfolio Insights Specialists and the entire roster of JPM partners
Drive adoption of innovative technological tools that help deliver a better client experience
Have fun! This is a role for someone who enjoys coaching, mentoring and developing an amazing group of talented individuals

Qualification

Sales management experienceCapital markets knowledgeConsultative sales approachSeries 24 certificationSeries 7 certificationSeries 63 certificationMentorship experienceCoaching skillsFinancial industry experienceBachelor's degreeTeam leadership

Required

4+ years of sales or management experience in the financial industry
Deep understanding of and ability to teach capital markets
Proven ability to utilize consultative sales approach and to instill it in others
Track record of providing mentorship and development opportunities to others
Series 24, 7 and 63 required
Bachelor's degree required

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

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Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
dateFounded in 2000
location
New York, New York, USA
people-size10001+ employees
web-link
https://www.chase.com/

Funding

Current Stage
Late Stage

Leadership Team

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Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
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Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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