J.P. Morgan Wealth Management · Troy, MI, USA, United States
Leads regional execution of wealth management growth strategies and business initiatives. Supports investment growth plans, advisor performance, onboarding, training, staffing, and recruitment tracking. Coordinates scorecards, business reviews, employee engagement, regional events, and communications across Wealth Management and One Chase partners. Builds action plans, promotes best practices, and serves as proxy for the Regional Director of Wealth when needed. The role requires strong collaboration, communication, follow-through, wealth or investment product knowledge, and travel up to 50%.
As a Regional Support Lead in J.P. Morgan Wealth Management, you will promote the execution of key strategies and tactics that focus on growth and a world class client experience. Reporting to the Divisional Strategy & Support Manager and aligned with a Regional Director – Wealth, you will serve as a liaison to the Market Directors-Wealth, driving the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the Wealth Management business and One Chase partnerships. This role requires flexibility, and the ability to work in an environment operating at a rapid pace.
At least 3 years proven experience leading projects and working with business leaders in a client-focused environment
Innovative thinker able to drive engagement with peers and partners
Creates a climate of collaboration in which people want to do their best; motivates and empowers others by inviting input from each person and sharing ownership and visibility
Demonstrated ability to collaborate across Wealth Management and with other One Chase partners i.e. Consumer, Home Lending and Business Banking
Strong communication skills, attention to detail and excellent follow-through
Working knowledge of Wealth and/or investment product and technology acumen
Ability to travel 50% of the time