J.P. Wealth Management National Branch Remote Advice Site Leader - Executive Director

* Think strategically, set clear goals, and communicate, collaborate, and influence effectively to advance J.P.

Morgan Wealth Management's objectives.


* Establish new regional center(s) by recruiting, hiring, and staffing top talent-partnering with internal recruiting resources and leveraging personal networks.


* Manage the talent strategy for assigned site(s) and/or regions, ensuring the growth and career development of advisors and leaders.


* Play a leadership role in developing alternative investment channels, including client access to digital tools and financial advisors.


* Ensure talent and performance strategies are in place to coach, develop, and promote Financial Advisor Team Leads, including conducting call monitoring reviews to maintain quality interactions.


* Own end-to-end leadership of the client and employee experience within the site(s).


* Champion diversity and inclusion across all staff.


* Serve as a visionary who shapes the use of technology to meet customers' current and future needs.


* Partner closely with Legal, Risk, Control, and Compliance teams, and manage all day-to-day administrative, supervisory, and operational aspects of the site(s) to achieve J.P.

Morgan Remote Wealth Management's strategic objectives.


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


* Lead key initiatives, process improvements, and resolution of challenges identified at the site location(s) on a daily basis.


* Make tactical decisions and execute plans (e.g., test-and-learn call deployment, managing call volume spikes due to market conditions, resiliency issues, etc.).


* Translate knowledge of financial markets and economic trends into effective growth strategy execution.

Qualifications:


* 10+ years of leadership experience in wealth management or brokerage, with strong business and investment acumen, including knowledge of investment products, IRAs, managed accounts, and employee benefit programs.


* Proven ability to balance strong results with sound risk management, backed by a strong compliance record.


* Skilled at managing multiple priorities in a fast-paced environment and adapting readily to change.


* Excellent communication skills, with experience presenting to large audiences across various levels of the organization.


* Highly organized and detail-oriented, with demonstrated proficiency in Windows and Microsoft Office (Word, Excel, PowerPoint, etc.).


* Active Series 9/10 license required.


* Active Series 7 license required.


* Active Series 66 license required, or must be obtained within 60 days of starting as a condition of employment.


* Active Life and Health Insurance license required, or must be obtained within 60 days of starting as a condition of employment.


* Bachelor's degree preferred, or equivalent work experience required.

Chase is a leading financial services fir...