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Program Manager - CWM Financial Advisor Development

Req #: 180032913_4
Location: New York, NY, US
Job Category: Project Management
Potential Referral Amount: 0 US Dollar (USD)
At JP Morgan Chase, we have an obsession for helping our customers, taking care of our employees, a strong commitment to diversity and inclusion, building relationships, and delivering extraordinary customer service. Using the latest banking and investment solutions combined with cutting edge technology you’ll be front and center representing our brand, and problem solving to offer our customers the best solutions for their financial needs. If you are passionate about people, helping to improve the lives of our customers through financial solutions, education and advice, then join us at JP Morgan Chase.                                                
In partnership with senior business leaders, set the strategy for recruiting, training, retention, and development of Financial Advisors, as well as lead the Chase Wealth Management Advisor Development Program.  Manage the design, delivery and evaluation of the Advisor Development Program; build and test program pilots, evolve towards and stand up a successful national Advisor Development Program.  Support Chase Wealth Management business priorities by attracting and retaining top talent in the industry, with a focus on Advisor experience and building and reinforcing a diverse and inclusive Advisor population.
Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. 
  • Oversee and deliver the Advisor Development Program lifecycle end to end:
    • Advise on program design, implementation and execution, including all experiential learnings & workshops, in partnership with HR and Learning
    • Lead program participant selection strategy, in partnership with Recruiting and professional networks
    • Facilitate and determine Advisor participant placement
    • Oversee the program’s progression, monitoring for opportunities to refine and scale the program from pilot stage
  • Build and maintain extensive business engagement with CB/CWM and AM/WM professionals to actively involve in training design and program instruction
  • Lead the design and development of the Advisor continuing education curriculum in partnership with CWM executives, Divisional Investment Managers, MDWs, training instructors and Advisor participants
  • Represent the career development interests of Advisors, leading forums to engage, collect and respond to direct feedback in order to foster Advisor growth and retention
  • Define long term vision for Advisor development, formalized career path and learning framework for Banker to Advisor readiness and mobility as part of Chase Academy.  Partner closely with the business, HR and Learning Specialists to facilitate development of program curriculum, including working with senior managers across LOBs to ensure content meets the needs of CWM’s business strategy as well as Advisor career development
  • Influence and lead Market Directors assigned as direct managers throughout Advisor rotation: set program’s performance objectives, provide coaching, direction, performance feedback and development for the field management-Advisor relationship
  • Commercially market and promote the Advisor program across the industry, identifying new opportunities to promote interest and engagement with professional networks
  • Monitor and report on trainees’ performance and provide feedback to program stakeholders
  • Manage and track program budget
Skill Requirements:
  • Prior experience in financial services preferred, particularly in the investments business
  • Prior experience managing employees and/or projects
  • Ability to interact and build strong relationships with all levels of employees on a national basis
  • Strong project management and organizational skills
  • Strong judgment, execution and decision making skills
  • Entrepreneurial and results oriented
  • Public speaking experience required and confidence speaking in front of large audiences
  • Excellent communication skills (verbal and written) and interpersonal skills
  • Strong team player and able to work on a flexible and fluid team
  • Possess a passion for training and development
  • Bachelor’s Degree or equivalent required with minimum 5 years’ experience; Series 7 licensing preferred
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