J.P. Morgan Wealth Management -Division Lead- Practice Management Consultant

Job Responsibilities:

Recruit, train, and manage performance of Practice Management Consultants

Create strategic partnerships with Wealth Management market leadership to drive initiatives and achieve business goals

Ensure that PMCs are consistently delivering on their goals and objectives:


* Deliver key practice management concepts and tools to financial advisors and field leadership


* Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible


* Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and updates


* Operate as subject matter expert on the Practice Management tools, products and capabilities


* Develop and deliver useful advisor content and drive adoption of goals-based advice initiatives

Required qualifications, skills, and capabilities:


* 7+ years broad business and sales experience in the wealth management industry


* 5+ years direct management experience including performance evaluation, team development and escalation response


* Proven leadership experience and ability to effectively partner with others


* Foundational knowledge in a goals-based approach to investing


* Deep investment and product knowledge, and the ability to articulate complex investment ideas


* Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning


* Exceptional written skills and strong executive communications experience


* Series 7, Series 66 required

Preferred qualifications, skills, and capabilities:


* CFP 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, paid in the form of cash and/or forfeitable equity, 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.

We recognize that our people are our strength and t...