JPMorganChase · 15 hours ago
J.P. Morgan Wealth Management - Vice President Central Supervisory Manager - Columbus, OH, Tempe, AZ and/or Plano, TX
1111 Polaris Pkwy, Columbus, OH, 43240, US
Full-time
Onsite
Mid, Senior Level
7+ years expJPMorganChase is a leading financial services firm that helps clients achieve their financial goals. As a Central Supervisory Manager, you will ensure the suitability and compliance of annuity and insurance products, collaborate with colleagues to resolve supervisory issues, and drive process improvements.
Asset ManagementBankingFinancial Services
Responsibilities
Conduct suitability reviews for a variety of annuity and insurance products
Escalate supervisory issues and recommend appropriate actions
Partner strategically with field Supervisory Managers and registered personnel to resolve exceptions
Review work items escalated internally by junior team members
Deliver training to newly hired team members
Identify and drive process improvements
Influence stakeholders and align them to final resolutions
Complete project work and additional tasks as assigned
Articulate findings and recommendations clearly to management
Maintain strong organization and attention to detail
Meet service level agreements and project deadlines through effective time management
Qualification
Required
Minimum 7 years of experience in the securities and investment industry
Deep understanding of advisory services, products, and complex client accounts
Working knowledge of US financial regulations, including FINRA rules
Proven ability to make sound, risk-based decisions independently
Strong research, analytical, and problem-solving skills
Excellent interpersonal, verbal, and written communication skills
Ability to collaborate across multiple levels of supervision
Active and valid FINRA Series 7 license
Active and valid FINRA Series 66 (or 63 and 65), 9/10 (or 4, 24, 53), and State Life & Health Insurance license, or ability to obtain within 120 days of hire
Strong organization skills and attention to detail
Demonstrated ability to work in a dynamic, evolving team environment
Preferred
Bachelor's degree
Experience delivering training and mentoring team members
Experience driving process improvements and change initiatives
Advanced analytical skills for identifying trends and patterns
Experience influencing stakeholders and aligning teams to resolutions
Strong project management skills
Familiarity with digital solutions in wealth management
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
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