J.P. Morgan Wealth Management - Active Trade Desk - Vice President - Client Service

Join the J.P.

Morgan Wealth Management Service Center Team, where our investment professionals work in a team-based, call center environment.

We assist clients and prospects with investment account service requests and inquiries over the telephone, serving as experts on our online brokerage platform.

Our focus is on delivering quality interactions across a variety of unique account types and client segments, including Self-Directed Investing, Chase Private Client, and the JP Morgan Private Bank.

As a Client Service Leader within the Active Trader Desk (ATD) of the J.P.

Morgan Wealth Management Client Service Center team, you will play a pivotal role in our mission to deliver an exceptional client experience and guiding team members to excellence regarding trade execution and education of clients and advisors.

Your responsibilities will include direct management of a team of Registered Representatives, where you will provide outstanding leadership and effective supervision.

You will be part of a fun, engaging, empowered, and inclusive team environment where we value each other and every client we serve.

Job Responsibilities


* Cultivate a winning culture and exceptional employee experience, energizing the team and fostering daily engagement.


* Manage all aspects of team operations, including coaching, timekeeping, performance reviews, recognition, disciplinary actions, and talent recruitment, onboarding, and development.


* Oversee high-volume trading activities and complex inquiries across multiple lines of business, ensuring rigorous error monitoring and risk management to protect the firm.


* Educate, mentor, and supervise staff on multiple trading platforms and products, ensuring technical proficiency, compliance, and the ability to provide client and advisor education on complex topics.


* Serve as the subject matter expert for escalations, complex trades, SBL troubleshooting, multi-product inquiries, and act as the default escalation team during system outages and volume surges.


* Foster partnerships across trade desks, product teams, and enterprise stakeholders, while upholding a robust risk-and-controls.

Required qualifications, capabilities and skills


* Over 6 years in financial services or brokerage, including a minimum of 2 years trading multiple product types with deep investment acumen across equities, mutual funds, derivatives, IRAs, wrap accounts, and employee benefit plans.


* FINRA Series 7 and 63 (or equivalent) required, with ability to register in all 50 states; Series 9/10 (or equivalent) held or commitment to obtain within 90 days of hire.


* Recognized subject matter expert in trading and corporate actions, responsible for approving related WMA content.


* Proven track record of networking, influencing senior stakeholders, and driving business initiatives.


* Exceptional written and verbal communication skills, with experience presenting complex information and strong proj...