You will partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates
· Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise
· Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team
· Provide field feedback to practice management on key initiatives
· Review and approve time and attendance records for Private Client Investment Associates
· Assist with resolution of various technology issues
· Maintain and update Independent Advisor coverage report
· Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors - Wealth
· Maintain and track revenue share agreements for Private Client Investment Associates
· Strengthen relationships with internal business partners including One Chase partners and branch leadership
· Focus on the employee experience, help define and drive an inclusive culture within the organization
Required qualifications, capabilities, and skills
· 3-5 years proven experience leading teams and coaching in a client-focused environment
· Series 7, 66, 9 & 10, Life and Health Insurance
· Innovative thinker able to drive future engagement with clients to provide an exceptional experience
· Creates a climate in which people want to do their best; motivated and empowers others by inviting input from each person and sharing ownership and visibility
· Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
· Strong communication skills, highly professional, attention to detail and excellent follow-through
· High degree of Wealth and / or investment product and technology acumen
· Ability to travel 25% of the time