The J.P. Morgan Wealth Management Business fits into the larger Consumer Business. We partner closely with our consumer partners to deliver a full suite of solutions for every client. The Practice Management and Advisor Development team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business. This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately utilizing tools and technology to improve client experience. The Practice Management and Advisor Development team supports both leaders and advisors in the branch, in the field & HNW space, and centralized advisor centers. This is a highly visible team with extensive interaction with senior management across all functions and LOBs to drive meaningful change across the business. Our goal is to help advisors successfully engage with clients.

　　As the Vice President Wealth Management Specialist in the Advisor Growth Program (AGP WMS), you will be responsible for supporting the development of Private Client Advisors through the delivery of Practice Management concepts and tools. The AGP WMS helps advisors through their journey of building a successful and sustainable long-term practice. This individual will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Planning, Investments, Relationship Management and Service. This role also supports market, region and division level leaders, helping them coach advisors on these practice management behaviors. Other attributes include, helping advisors with advice on the proper investment strategies to help clients meet their financial goals, tips on how to execute an effective client contact strategy and how to use client relationship tools.

　　With direct contact to the field, the AGP WMS will have a unique opportunity to engage with Advisors and Field Leadership and be able to determine divisional goals in partnership with a divisional operating committee. The AGP WMS will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help markets, regions and divisions achieve strong business results.

　　Job Responsibilities:

　　Deliver key practice management concepts and tools to financial advisors and field leadership in the division

　　Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible

　　Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in the Program, or our Product, Planning, and Technology teams

　　Create strategic partnerships with Divisional Director, Regional Directors, regional operating committees and divisional operating committees to drive adoption of initiatives and achieve business goals

　　Strategize effective communications to the field and between partners in the division to support program updates and initiatives

　　Become a subject matter expert on the Practice Management tools, products and capabilities

　　Build out useful advisor content including sessions, information guides and workshops; deliver content in group settings (live and in-person) to advisors, partners and field leaders

　　Navigate advisors and field leaders through key program milestones; communicate important timelines, educate stakeholders on required deliverables and share milestone results

　　Required qualifications, skills and capabilities:

　　5+ years broad business experience, in the wealth management industry

　　Program, product or project management experience

　　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 written skills and strong executive communications experience

　　Strong presentation skills and ability to coach advisors to present effectively

　　Series 7, Series 66 required

　　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. For those in eligible roles, discretionary incentive compensation which may be 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

　　Base Pay/Salary

　　New York,NY $109,250.00 - $184,000.00 / year