J.P. Morgan Wealth Management - Regional Support Lead (Vice President) - New York, NY
Job description
Reporting to the Divisional Strategy & Support Manager and aligned with a Regional Director - Wealth and serve as a liaison to the Market Directors-Wealth, driving the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the Wealth Management business and One Chase partnerships. This role requires flexibility, and the ability to work in an environment operating at a rapid pace
Job responsibilities
- Reporting to a Regional Director- Wealth, provide day-to-day support, drive and track regional focus on Investment growth plans across markets
- Partner with Divisional Strategy and Support Manager to assist in the coordination, implementation, and messaging of key business initiatives
- Partner with the Regional Director of Wealth to track and drive execution on strategic initiatives across all markets
- Partner with Market Directors of Wealth to support Advisor performance and development through onboarding and training, and periodic in field workshops to improve Advisor effectiveness and expertise
- You will identify opportunities to develop and deliver action plans, best practices and people objectives across the region and within markets
- Partner with Divisional support team to assist in the coordination, implementation and messaging of key business initiatives
- Strengthen relationships with internal business partners at the region level to enhance and influence a culture of One Chase, i.e. Consumer, Home Lending, Business Banking, Card
- Lead identification and sharing of best practices in delivering on our passion to meet and exceed our client expectations and creating a client obsession culture
- Coordinate with the Business Manager to drive scorecard results, coordination business review plans and content
- Partners with the Business Manager to meet staffing targets, with a focus on Advisor recruitment and attrition tracking
- Support approach to regional and local event planning
- Focus on the Employee Experience; coordinate with Culture Council to understand and implement opportunities and recommendations to drive engagement
- Serve as proxy in Regional Director of Wealth's absence
- 3-5 years proven experience leading projects and working with business leaders in a client-focused environment
- Innovative thinker able to drive engagement with peers and partners
- Creates a climate of collaboration in which people want to do their best; motivates and empowers others by inviting input from each person and sharing ownership and visibility
- Demonstrated ability to collaborate across Wealth Management and with other One Chase partners i.e. Consumer, Home Lending and Business Banking
- Strong communication skills, attention to detail and excellent follow-through
- Working knowledge of Wealth and/or investment product and technology acumen
- Ability to travel 50% of the time
Chase 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. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.
As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
Equal Opportunity Employer/Disability/Veterans
Base Pay/Salary
New York,NY $108,300.00 - $171,000.00 / year
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