J.P. Morgan Wealth Management - Executive Director, Practice Management Consultant Lead

The J.P. Morgan Wealth Management (USWM) 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, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices.

We are seeking a highly skilled and experienced Practice Management Director. You will responsible for leading practice management for our Select Advisor Group. This group comprises some of our top advisors with JP Morgan, many of whom are also recognized as industry leaders. You will be responsible for scaling practice management across the country for this elite group and providing coaching to these advisors.

Job Responsibilities

• Scale practice management initiatives for the Select Advisor Group nationwide.

• Provide expert coaching and guidance to top advisors to enhance their practice management skills.

• Develop and implement strategies to improve efficiency and effectiveness within advisor practices.

• Collaborate with advisors to identify areas for growth and improvement.

• Monitor and evaluate the success of practice management programs and make necessary adjustments.

• Stay current with industry trends and best practices to ensure our advisors remain at the forefront of the industry.

Required qualifications, capabilities, and skills

• At least 10 years of experience within the financial services industry

• Proven track record of successfully coaching and developing experienced advisors and advisor teams

• Strong understanding of the financial advisory landscape and industry best practices

• Excellent communication and interpersonal skills

• Ability to travel as needed to support advisors across the country

• Advanced degree in finance, business, or a related field

Preferred qualifications, capabilities, and skills

• Certified Financial Planner (CFP ® ) designation

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, 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 $147,250.00 - $250,000.00 / year