J.P. Morgan Wealth Management - Talent Development Lead, Associate

Job Description

The J.P. Morgan Wealth Management business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors and our Self-Directed online investing platform. The combined business has ~$650 billion in assets under management and 4,500 advisors with close to 5,000 locations.

As a Talent Development Lead within J.P. Morgan Wealth Management, you will be responsible for the successful onboarding of new employees to the service center, ensuring they become fully licensed and productive in their roles. You will also develop and refine career progression for Service Center roles and potential career paths in Wealth Management outside of the service organization. This role is people-focused, dedicated to enhancing the overall employee experience, and fosters teamwork and collaboration with all employees, stakeholders, and partners.

Job Responsibilities:

• Directly manage newly hired investment professionals in your service center location. In addition to managing all service professional during their training and licensing period, these hiring managers work with other service organizations across the firm to develop employee interest in licensed service center roles, and help prepare both external and internal new joiners for a career in brokerage service at JPMC
• Partner with HR to manage and maintain Wealth Management Service Center career paths, in order to prepare internal employees for specialty service roles, leadership, and service center support roles.
• Continue to develop a career path from the Wealth Management Service Center to advisor roles in Wealth Management, partnering closely with the Wealth Management campus recruiting program, Financial Advisor Development track.
• Manage relationships with other service areas across the firm for cross function strategies when volume dictates.
• Partner closely with recruiting to ensure hiring targets are met and work with pre-employment, training, and systems onboarding partners to ensure new hires are on boarded efficiently and successfully complete licensing and training.
• Partner with Recruiting, Licensing & Registration and Technology to ensure a positive and consistent onboarding experience.
• Implement a welcome experience for new investment professionals. Understand timelines and expectations around U4 Registration activities, Licensing Study and Exams, Insurance Licensing activities, Technology Hardware and Software provisioning/access.
• Maintain and further develop management reporting that tracks the success of the new hire process, career progression and development programs.

Required qualifications, capabilities and skills:

• 2+ years’ experience in people management responsibilities including performance management, development, and team capacity planning and leadership
• Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes
• Prior experience managing end-to-end processes with a focus on creating best in class experiences with a strong customer service mindset
• Strong leadership, interpersonal, relationship management and collaboration skills.
• Ability to create and foster strong partnerships with business partners to influence positive change
• Self-driven, customer-focused, proactive, results-oriented
• Focus on driving continuous process improvement
• Detail oriented, strong analytical/problem solving and organizational skills
• Excellent oral and written communication skills. High degree of comfort presenting information to various levels of the organization
• Ability to manage multiple priorities in a fast-paced environment, to perform well under pressure, highly adaptive to change
• Demonstrated proficiency with Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)

Preferred qualifications, capabilities and skills:

• Bachelor’s degree preferred
• 3+ years of brokerage/financial services industry experience. Familiarity with Chase Wealth Management is preferred
• FINRA Series 7, 66 (or equivalent), 9/10 (or equivalent), in addition to meeting FINRA continuing education requirements and ability to hold registration in all 50 states preferred
• Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes is preferred
• Prior experience managing end-to-end processes with a focus on creating best in class experiences. Strong customer service mindset is preferred

About Us

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

About the Team

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.