J. P. Morgan Wealth Management - Vice President, Affluent Operations Manager

J.

P.

Morgan Wealth Management empowers investors to achieve long-term financial goals through a blend of digital and personalized service.

Our team collaborates across Chase Wealth Management, J.P.

Morgan Securities, and J.P.

Morgan Self-Directed Investing, supporting clients with ~$400 billion in assets and ~4,000 advisors nationwide.

As the Vice President, Affluent Operations Manager within J.

P.

Morgan Wealth Management, you will oversee a team of investment Client Service Professionals dedicated to providing exceptional service to high-net-worth clients.

Your leadership will focus on coaching and motivating your team to deliver a best-in-class experience, emphasizing a culture of hospitality and client obsession.

These professionals interact with our most affluent clients through both telephone and digital collaboration tools.

Success in this role requires adaptability, a commitment to excellence, and the ability to foster high performance.

Building strong partnerships within the business and collaborating effectively in a matrix organization are essential for achieving outstanding results.

Job Responsibilities:


* Partner closely and collaborate with respective client-facing teams and internal business groups to guide and deliver on the Affluent Service Model.


* Lead a passion for our Client First culture, ensuring a flawless best-in-class client experience and helping to shape the strategic vision for the team.


* Ensure talent and performance strategies are in place to coach, develop, and promote investment client professionals, including performing call monitoring reviews to ensure quality interactions.


* Lead integration with One Chase partners, including but not limited to Banking, Lending, and digital.


* Promote the firm's commitment to diversity and inclusion.


* Create a culture of risk and control that acts with appropriate understanding and urgency, with ultimate responsibility to safeguard our customers and our business.


* Be proactive; take initiative to identify solutions, have an entrepreneurial business spirit, and execute with a sense of urgency.


* Develop and conduct training when gaps in team and individual needs are identified.


* Translate knowledge of financial markets and economic trends in the execution of growth strategy.


* Guide success through coaching and developing the investment client professionals' ability to successfully deepen client relationships through proactive outreach and business partner referrals.


* Meeting collective team performance in alignment with business objectives and/or site expectations.

Required qualifications, capabilities, and skills


* Partner across the firm to influence and define the strategic vision of the team, collaborating with various product teams.


* Proven track record of developing and coaching high-performing teams, and recruiting talent by building a personal network of contacts.


* High degree of investm...