Job Description
J.P. Morgan Wealth Management (JPMWM) is focused on helping investors achieve their long-term financial goals and is comprised of the Chase Wealth Management business, J.P. Morgan Advisors, J.P. Morgan Self-Directed Investing (digital platform), J.P. Morgan Investments Direct, and J.P. Morgan Personal Advisors. J.P. Morgan (our Remote Wealth Management offering).
As a Practice Management Consultant (PMC) National Branch on the J.P. Morgan Wealth Management team, you will play a pivotal role in shaping advisor development and driving meaningful change. Collaborate with senior management to deliver solutions that empower advisors to strengthen client relationships and achieve success. You will support the development of Financial Advisors by delivering Practice Management concepts and tools, fostering their growth, and helping them build successful and sustainable long-term behaviors.
Job Summary: - Oversee AGP Advisor Performance: Monitor and evaluate the performance of AGP advisors to ensure alignment with business goals.
- Coordinate Learning & Development Initiatives: Plan and implement programs to enhance the skills and capabilities of advisors.
- Communicate Program-Level Updates: Provide regular updates and reports on the AGP program to leadership and other stakeholders.
- Facilitate Cross-Functional Collaboration: Encourage collaboration between different functions within the business to enhance advisor development.
- Support Strategic Planning for AGP Development: Contribute to strategic planning for the growth of AGP advisors within the business.
- Deliver Key Practice Management Concepts: Provide coaching and training to advisors, helping them engage with clients using a goals-based approach to investing.
- Create Strategic Partnerships: Work closely with Regional Leads and operating committees to drive adoption of initiatives and achieve business goals.
- Become a Subject Matter Expert: Develop expertise in Practice Management tools, products, and capabilities, specifically Wealth Plan (WP) and client relationship systems.
Required Qualifications, Skills, and Capabilities: - A minimum of 5+ years of broad business experience in the wealth management industry.
- Proven leadership experience and ability to effectively partner with others.
- Experience with practice management-related coaching, including business development, business management, and relationship management.
- Exceptional writing skills and strong executive communications experience.
- Strong presentation skills and ability to coach advisors to present effectively.
- Series 7, Series 66 required.
Preferred Qualifications, Skills, and Capabilities: - CFP® preferred.
- Foundational knowledge in a goals-based approach to investing.
- Deep investment and product knowledge, and the ability to articulate complex investment ideas.
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
Job Tags
Permanent employment, Remote work,