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Chase Wealth Management – Divisional Investment Manager

Req #: 170108152
Location: New York, NY, US
Job Category: Relationship Management/Sales
Potential Referral Amount: 1000 US Dollar (USD)
Chase Wealth Management – Divisional Investment Manager
At JP Morgan Chase, our employees have an obsession for helping our customers, building relationships, and delivering extraordinary customer service.
Reporting to the Head of Chase Wealth Management, the Divisional Investment Manager will partner firmwide, most specifically with Consumer Bank’s Divisional Directors and Regional Directors, to develop a strategic approach to recruiting financial advisors and help field management drive the strategy and execution of Chase Wealth Management’s priorities.  The role requires collaboration with various businesses and functional areas across the Chase Wealth Management business as well as the Global Wealth Management and Consumer Banking businesses.  Focused on collaboration, this position requires strong partnership and influence with Senior Leaders across several LOBs as well as functional and business partners.  This role requires flexibility and comfort with ambiguity given the rapid pace of change and various constituencies involved.
Job Description:
    • Reports up through Head of Chase Wealth Management and support the Divisional Directors in maintaining alignment with national investments strategies
    • In partnership with CBWM Divisional  & Regional Directors, responsible for employee & customer relationship management across designated investments markets; Support CB and CWM leadership to develop, communicate and execute upon CWM growth strategies and initiatives
    • Provide subject matter expertise on CWM strategic initiatives and key projects, offering direction, guidance and decision making to achieve desired expectations
    • Accountable for providing strategic support for the Division and Region(s) investments business, leading across markets the sourcing and recruiting strategy for Advisor talent and  guiding MDs-Wealth to identify opportunities to grow the investments business  within their respective markets.
    • Maintain insight into MD-Wealth performance by market opportunity vs. results, and recruiting activity/pipeline in order to best advise MDs-Wealth to recruit, develop and coach both new and tenured Advisors, including vetting and helping attract top experienced external Advisors
    • Advise MDs-Wealth on successfully creating new Advisor opportunities (e.g. adding multiple Advisors to a branch), including creating a strong book of business, ensuring Advisors receive the appropriate branch integration and onboarding experience.  
    • Ensure MDs-Wealth are allocating the appropriate focus on Advisor onboarding, helping Advisors synthesize and apply training, service and product education to day to day client interactions.
    • Partner with Investment Product Specialist to help strategically drive the Regional/Market focus areas, enhancing Advisors’ understanding of the CPC specific platform and helping leverage Customized Financial Analysis in goal based planning and practice management.
    • Maintains oversight and knowledge of top producers by market; Areas of opportunity & regional/market nuances; Understand client segmentation strategy
    • Remain informed of audit procedures and areas under heightened supervision for respective Regions/Markets
    • Develop and maintain strong relationships with key partners across Consumer Banking Wealth Management (RDs & MDW / MDB) and other parts of JPMC
  • Qualifications:
      • 10+ years proven experience coaching and managing all levels of Advisors from brand-new recruits through highly experienced Advisors
      • Proven ability to source and attract internal and external talent by building and maintaining personal network of contacts

      • Demonstrated ability to build relationships and partner with other areas of Consumer Banking Wealth Management & Business Banking

      • High degree of investment services and product acumen, and keen interest in the financial markets

      • Strong communication skills, attention to detail and excellent follow-through

      • Bachelor Degree required

      • FINRA Series 7, 9/10 (or equivalent) and 66 (or equivalent) required in addition to meeting FINRA continuing education requirements

      • Ability to travel 50% of the time

      • JPMorgan Chase is an Equal Opportunity and Affirmative Action Employer, M/F/D/V 

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