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Consumer Bank and 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)
 

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 CCB CWM Head of National Sales and Support, and regularly provides strategic support directly to other Sr Stakeholders up to CEO levels.  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

·         Oversee 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

Qualifications:

·         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

JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

 

 
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JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.