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Asset & Wealth Management, J.P.Morgan Securities, Transitions Team Specialist

Req #: 180025553
Location: New York, NY, US
Job Category: Project Management
Potential Referral Amount: 0 US Dollar (USD)
JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $2.6 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world's most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Information about JPMorgan Chase & Co. is available at
Asset & Wealth Management Overview: J.P. Morgan Asset & Wealth Management, with client assets of $2.6 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.
JPMorgan Securities Overview: At JP Morgan Securities (JPMS), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMS offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.
Position Description:

The Transitions Team Specialist will be responsible for the execution of the tasks, processes, and resource utilization within JPMS that will ensure a successful onboarding of new Financial Advisors and the transition of their relationships and accounts to the firm. This position will report directly to the Transitions Team Manager of the JPMS business.

  • Support and drive strategic firm and branch initiatives by partnering closely with the Regional Directors, new hires, and the CAO office to execute a core function needed to improve the business efficiency around Account and Advisor Transitions
  • Responsible for the execution of the Financial Advisor onboarding operating model across the JPMS geographic footprint.  This may include significant travel requirements (up to 50%).
  • Partner with business support functions to ensure due diligence and orientation to JPMS platforms, products, and procedures is managed for the transitioning Financial Advisor and their support teams. 
  • Set expectations and manage communications with internal partners and newly on boarded Financial Advisors. This includes ensuring brand and client service standards are met.
  • Partner with Regional Directors, Client Service Group Managers, and Financial Advisors to resolve escalated client needs.
  • Partner with functional groups across the line of business on process improvement and day to day problem solving.
  • Serve as an escalation point for issues pertaining to any of the functions or aspects of an assigned onboarding.
  • Degree in Business, Finance or other related business discipline
  • 5-7 years Financial services experience
  • Licenses 7 and 63 preferred. Successful completion will be required shortly after employment begins.
  • Understanding of wealth management business, sales force and investment products.
Required Skills
  • Exceptional interpersonal skills with the ability to maintain close working relationship with sales and senior management team
  • Project management, problem-solving and time management skills
  • Strong integrity and judgement skills
  • Excellent verbal and written communication skills
  • Ability to multi-task and work well under pressure
  • Ability to perform well in a deadline-driven, fast-paced environment
  • High attention to detail
  • Must be a team player
  • Good analytical skills
  • Prior experience in meeting deadlines and exceeding expectations
  • Ability to interface with people at different levels within the organization and various locations
  • Strong working knowledge of PowerPoint, Word, Excel
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