Wealth Management - Select Advisor, Market Director of Wealth - Chicago, IL
Posted on: 27 Jan 2021
Chicago, IL
Job Description
Select Advisor Market Director Wealth
J.P. Morgan Wealth Management (~$400B in AUS) offers a wide variety of investment products and services through J.P. Morgans Advisors across Chase Wealth Management (CWM) and J.P. Morgan Securities as well as Digital Wealth Management and You Invest platforms. It spans across ~4,000 Advisors that work out of 3,500 branches and 21 offices. The business is highly dynamic given the rapid evolution of client behavior, presenting challenges in how we evolve to meet client needs as well as opportunities to serve our clients more efficiently and effectively.
A successful Market Director - Wealth creates a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience. The Market Director plays a key role in ensuring our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want. You will lead a team of a Advisors who service a wide range of clients, from those just starting to save to those with significant wealth.
Responsibilities:
As a Market Director Wealth for the Select Advisor Channel, you will leverage your leadership and communication skills to:
Ensuring talent and performance strategies are in place to help top producing Advisors continue to grow their business
Coach top producing Advisors to retain and acquire new clients, increase share of wallet, seize referral opportunities and grow
Being a visionary who influences the use of technology to meet the customers needs of today and the future.
Setting the tone of commitment to diversity and inclusion
Closely partner with the Supervisory Manager, Field Implementation Manager, Wealth Management Specialists, to ensure all day-to-day administrative, supervisory and operational aspects for the business achieve our strategic objectives for a designated territory
Creating a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
Is proactive; takes initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
Ability to translate knowledge of financial markets and economic trends for execution of growth strategy
Assisting Advisors with building relationships with centers of influence in the market
Build relationships with One Chase partners to develop additional referral sources
Work closely with the leadership team to help drive, grow and monitor the business
Qualifications:
At least 7 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor teams
Experience with a wirehouse or similar operating model
JPMorgan Chase & Co.
New York, New York
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates in four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers deposit and investment products and services to consumers; lending, deposit, and cash management and payment solutions to small businesses; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit card, payment processing, auto loan, and leasing services.
The CIB segment provides investment banking products and services, including corporate strategy and structure advisory, and equity and debt markets capital-raising services, as well as loan origination and syndication; cash management and liquidity solutions; and cash securities and derivative instruments, risk management solutions, prime brokerage, and research.
This segment also offers securities services, including custody, fund accounting and administration, and securities lending products for asset managers, insurance companies, and public and private investment funds. The CB segment provides financial solutions, including lending, treasury, investment banking, and asset management to corporations, municipalities, financial institutions, and nonprofit entities, as well as financing to real estate investors and owners.
The AWM segment offers investment and wealth management services across equities, fixed income, alternatives, and money market fund asset classes; multi-asset investment management services; retirement products and services; and brokerage and banking services comprising trusts, estates, loans, mortgages, and deposits. The company also provides ATM, digital covering online and mobile, and telephone banking services. JPMorgan Chase & Co. has a collaboration agreement with Chicagoland Chamber of Commerce. The company was founded in 1799 and is headquartered in New York, New York.
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IndustryBanking/Financial Services
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No. of Employees255,998
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Website
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Jobs Posted9051
