J.P. Morgan Wealth management- Talent Development Licensing Analyst

The Wealth Management Operations service center is responsible for meeting the day-to-day service needs for the Chase Wealth Management Advisor and Client Service Centers as well as the Private Bank and J.P.

Morgan Securities no-advice desks.

As a member of the JP Morgan Wealth Management Service & Administration Training & Talent Development team, the Licensing & Registration Analyst professional is responsible for providing support for licensing candidates and assisting in registering candidates to the firm.

The primary responsibilities will include progress tracking and working directly with candidates to facilitate their learning.

Job responsibilities


* Coordinating with Licensing and Registration Onboarding Associates to verify licensing status of incoming candidates


* Assisting in the Registration process with progress reports and following up with candidates


* Compiling Licensing Progress data to report to leadership and business partners


* Holding review sessions and facilitating workshops for licensing candidates


* Communicating with external Licensing Vendors


* Working closely with other functions of the Talent Development Team to determine when a candidate will be fully licensed for their upcoming training


* Program roster management, scheduling, and support


* Perform other job-related duties as assigned


* Some travel may be required

Required qualifications, capabilities, and skills


* SIE, Series 7, and Series 63 licenses required


* 1 year minimum brokerage industry experience


* Proficiency in Microsoft Office applications (Word, Excel, PowerPoint)


* Strong verbal and written communication skills


* Experience with coaching and development


* Experience with data tracking and analysis


* Strength in collaborating with key contributors


* Able to measure and evaluate candidate understanding, abilities and skills

Preferred qualifications, capabilities, and skills


* Additional experience with advanced licenses or professional designations


* Experience in Microsoft SharePoint


* Database experience such as Microsoft Access


* Prior Project Management Experience


* Strong Excel skills preferred

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 offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location.

Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions.

We also offer a range of benefits...