Chase · 18 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 expChase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. As a Central Supervisory Manager, you will ensure the integrity and suitability of annuity and insurance offerings while collaborating with colleagues to resolve supervisory issues and drive process improvements.
BankingFinancial 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
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
Financial Sector Technology
2026-02-05
2026-02-05
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