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Chase Wealth Management - Head of Investment Product Specialists (IPS)

Req #: 170111244_1
Location: Columbus, OH, US
Job Category: Relationship Management/Sales
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.                                                

About Chase:

Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries.  We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and mobile banking as well as through relationships with auto dealerships.

Chase Wealth Management is a division within Consumer & Community Banking that provides investment products to Chase clients. The growth of this business is crucial to our commitment to expanding relationships with affluent customers, attracting new business and increasing profitability. Today, our ~3,100 Advisors oversee $250+ billion in assets.

Chase Wealth Management has provided investment products and solutions to Chase customers for over 20 years. With a presence in most Chase branch locations, Advisors make investment products and services available to over 1.7 million customers seeking solutions to their long-term financial goals, such as retirement, funding a college education and many other investment strategies.

Chase Private Client (CPC) is one of the firm's key growth priorities aimed at addressing the needs of our most affluent clients.  There are approximately ~3,000 CPC locations currently with plans to continue growing appropriately over time.  Staffing those CPC locations are more than 2,500 Private Client Advisors and 5,000 Chase Private Client Bankers.  CPC is targeted at clients who are assigned to, live near, or transact at a CPC branch and have at least $250,000 in liquid assets.

Position Overview:


The Head of IPS role is responsible for leading a sophisticated, high-performing, national team of Investment Product Specialists. It reports up through the Head of National Support – CB/CWM, and regularly provides strategic support directly to other Sr Stakeholders up to CEO levels. It will also sit on the Wealth Management investment leadership team and the Wealth Management editorial committee and provide direction and prioritization for all investment, and non-investment, advice and products for the CWM channel. They will work with advisors on their needs and wants for content, products, direction and execution, and leverage the existing solutions organization to deliver this to advisors. Head of IPS is directly involved w/next gen ‘One Chase’ Customer Experience initiatives across investment needs vs preferences, as well as understand how our products and services are best aligned to help clients. Head of IPS will help leverage current & evolving Capital Markets & regulatory environment across select client and media events.  The Head of IPS requires a strategic, speed-to-market, ‘Visionary’ approach & individual.


Key Responsibilities:

Develop, manage, and empower a national team of Investment Product Specialists who provide support to Advisors and help w/ financial analysis and practice management

Monthly field visits w/ team & local sales management is critical to success

Guide and prioritize all investment product development & due diligence

Dedication to identifying the customer obsession opportunities of tomorrow

Coordinate investment policy and research for retail investment use

Working in lockstep with the Chase Wealth Management training group to establish follow-up training and continuous education

Partnering regularly with the Financial Planning Group to identify areas of improvement and provide in-market training

Adapt quickly to changing business needs, while collaborating with cross-functional teams of stakeholders

5+ years direct management experience; preferably as a manager of managers w/national scope
Excellent presentation skills, Excellent written & verbal communication skills - must be comfortable presenting ideas & topics to Sr stake holders, at client events, & to media channels
Bachelor Degree required
FINRA Series 7, 9/10 (or equivalent), and 66 (or equivalent) required in addition to meeting FINRA continuing education requirements
Following designations preferred - CFP, CEA, & CIMA
Strong communication skills, attention to detail, & excellent follow-through including an ability to communicate complex analytical concepts to various audiences
Proven track record of driving measurable improvements in customer experience in a transforming environment
High degree of investment services and product acumen, and keen interest in the financial markets
The ability to recruit and evaluate talent is critical
Intellectual curiosity - passionate about people & customers
Ability to travel 50% of the time
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