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JPMorgan Chase & Co.Wealth Management Remote Advice Site Leader
JPMorgan Chase & Co. is seeking a Wealth Management Remote Advice Site Leader to join US Wealth Management in a remote capacity. This full-time leadership position…
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About This Role
JPMorgan Chase & Co. is seeking a Wealth Management Remote Advice Site Leader to join US Wealth Management in a remote capacity. This full-time leadership position involves setting strategic goals, building and staffing a brand new regional center, and overseeing advisor teams that deliver comprehensive investment solutions and advice. The chosen candidate will guide talent strategy, champion diversity and inclusion, promote career growth for financial consultant team leads through call…
Job Description
JPMorgan Chase & Co. is seeking a Wealth Management Remote Advice Site Leader to join US Wealth Management in a remote capacity. This full-time leadership position involves setting strategic goals, building and staffing a brand new regional center, and overseeing advisor teams that deliver comprehensive investment solutions and advice. The chosen candidate will guide talent strategy, champion diversity and inclusion, promote career growth for financial consultant team leads through call monitoring, and help develop alternative investment channels such as client access to digital tools and financial consultants.
This role suits an experienced investment industry leader capable of translating financial market knowledge and economic trends into actionable growth strategies. Responsibilities include partnering closely with Legal, Risk, Control, and Compliance to manage daily administrative, operational, and supervisory functions of the site. The leader will also drive integration with One Chase partners across banking, lending, and digital domains, respond to tactical events like call volume surges, and influence technology utilization to satisfy present and future client demands.
Responsibilities
- Lead multiple advisor teams offering comprehensive investment solutions and advice
- Establish a new regional center by recruiting, hiring, and staffing talent through internal resources and personal networks
- Manage the site talent strategy and ensure the growth and development of advisors and leaders
- Develop alternative investment channels including digital tools and financial consultants
- Coach, develop, and promote Financial Consultant Team Leads through quality interaction and call monitoring reviews
- Champion diversity and inclusion across all staff members
- Partner with Legal, Risk, Control, and Compliance to manage daily administrative, supervisory, and operational site aspects
- Drive integration with One Chase partners such as banking, lending, and digital services
- Respond to tactical events and make operational decisions including test and learn call deployments and market-driven volume spikes
Requirements
- 10 years or more of leadership experience in wealth management or brokerage
- Demonstrated knowledge of investment products, individual retirement accounts, managed accounts, and employee benefit programs
- Strong compliance record and ability to balance results with proper risk management
- Ability to manage multiple priorities in a fast-paced environment while adapting to change
- Valid and active Series 7 license
- Valid and active Series 66 license or ability to obtain within 60 days of starting
- FINRA Series 9/10 or equivalent or ability to obtain within 60 days of starting
- Valid and active Life and Health Insurance license or ability to obtain within 60 days of starting
- Subject to Section 19 of the Federal Deposit Insurance Act, requiring criminal conviction history review
Qualifications
- Bachelor’s degree preferred or equivalent work experience required
Core Skills
Frequently Asked Questions
Answers are based only on the employer’s listing; where it doesn’t say, neither do we.
What is the location and remote status of this role?
The position is remote and involves leading a remote wealth management site.
What level of experience is required for this position?
Candidates must have 10 years or more of leadership experience in wealth management or brokerage.
What certifications and licenses are required?
A valid and active Series 7 license is required. Additionally, a Series 66 license, a FINRA Series 9/10 or equivalent, and a Life and Health Insurance license are required or must be obtained within 60 days of starting.
What is the employment type?
The posting specifies full-time employment.
What is the salary offered for this role?
The salary is not stated in the posting.
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