Job Description

Job Description

Join the J.P. Morgan Wealth Management (USWM) team, a business dedicated to assisting investors in achieving their long-term financial objectives. As a Practice Management Consultant, you'll support Financial advisors in developing their practice using our tools and concepts. You'll guide advisors in strengthening their business, advising on investment strategies, and using client relationship tools. This role also involves supporting market leaders, coaching advisors on practice management behaviors, and understanding the implications of capital market activities. Your focus will be on a Goals-Based approach to investing, aiding both advisors and leaders with financial planning.

As an Executive Director, Practice Management Consultant within J.P. Morgan Wealth Management, you will be instrumental in supporting the development of Financial advisors through the delivery of Practice Management concepts and tools. You will guide Advisors to strengthen their business and help them build a successful and sustainable long-term practice. This role provides a unique opportunity to engage with Advisors and Field Leadership, determine regional goals, and directly support advisors while strategizing for future business results.

Job Responsibilities

• Deliver key practice management concepts and tools to financial advisors and field leadership in the region
• Serve as a mentor and resource to advisors, providing coaching and training, so they can be the most effective advisors possible
• Lead advisors in a Goals-Based Approach to Investing
• Field advisor requests and identify how the request should be resolved or escalated through partnerships with other key Subject Mater Experts in Product, Planning, Technology, etc.
• Create strategic partnerships with Regional Directors and regional operating committees to work closely to drive adoption of initiatives and achieve business goals
• Strategize effective communications to the field and between partners in the division and region to support new advisor initiatives and updates
• Become a subject matter expert on the Practice Management tools, products and capabilities – specifically Salesforce (Advisor Central) and MoneyGuide Pro (GBA)
• Build out useful advisor content and drive adoption of goals-based advice initiatives

Required qualifications, capabilities, and skills

• 7+ years broad business experience in the wealth management industry
• Proven leadership experience and ability to effectively partner with others
• Ability to effectively educate advisors who have a wide array of abilities, investment/capital market knowledge, and financial planning experience
• Foundational knowledge in a goals-based approach to investing
• Deep investment and product knowledge, and the ability to articulate complex investment ideas
• Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
• Series 7, Series 66 required

Preferred qualifications, capabilities, and skills

• Exceptional written skills and strong executive communications experience
• Strong presentation skills and ability to coach advisors to present effectively – namely related to the financial plan and investment solutions

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.

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