J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader - Sacramento, CA

As a Private Client Investment Associate Team Leader within JPMorgan Wealth Management, you will be responsible for the strategic leadership of a team that manages the recruiting, training, and development of our Private Client Investment Associates. You will excel in a complex, cross-functional organizational structure and have a proven track record of effective communication and influence across business units. This role provides an opportunity to spearhead projects that promote significant organizational change and impact across various business functions, and to streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives

Job Responsibilities:

• Develop and lead the strategic direction for our Advisor Support team, focusing on key areas such as recruitment, onboarding, training, talent development, compensation, and advisor alignment.
• Serve as a key senior leader within Chase Wealth Management, working closely with Divisional and Regional Field Leadership to deliver top-tier client service.
• Spearhead projects that drive significant organizational change and impact across various business functions.
• Streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives.
• Guide and mentor teams to strengthen collaboration between regions, markets, Private Client Investment Associates, and Advisors.

Required Qualifications, Capabilities, and Skills:

• Strong communication skills with the ability to influence stakeholders at multiple levels.
• Innovative thinker with a track record of executing ideas.
• Proven ability to build and retain high-performing teams.
• Ability to motivate and empower others, fostering a climate of excellence.
• Demonstrated success in managing multiple priorities in a fast-paced environment and adaptability to change.
• Valid and active Series 9/10 or Series 24
• Valid and active Series 7
• Valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of employment. 
• Valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018
• Travel required 50% of the time.

Preferred qualifications, capabilities and skills:

• Extensive experience in leading teams within a client-focused setting, preferably in Wealth Management or Consumer Banking.

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