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.
To be successful you will need to understand investment products for various client segments, be knowledgeable about the evolving investment product landscape, have exposure to wealth management sales, and be capable of partnering with stakeholders across the organization to drive our strategy forward. As the business manager you will receive considerable exposure to wealth management executive leadership, business strategy, program management, and a diverse range of projects. You will directly report to the Managing Director and Head of the Client Specialists.
Job responsibilities
• Provide sales support to a team of three Client Specialists
• Oversee and Lead a team of 4 (and growing) Client Specialist Associates across the country who also deliver sales support to Client Specialists
• Lead projects and drive forward initiatives in a range of areas of Wealth Management
related to the Client Specialist strategy, including: Internal and External Marketing, Sales Training, Recruiting, and Business Reporting
• Be lead business manager for Head of the Client Specialists
• Partner with Marketing team to deliver compelling internal and external marketing
resources for the Client Specialist team
• Deliver ongoing sales training resources and program for key referral sources
• Serve as key partner in advancing recruiting efforts to grow the Client Specialist team
• Establish and enhance business reporting platform related to Client Specialist results
• Support 3 Client Specialists in all aspects of the sales cycle, including prospect research,
prospect outreach, meeting preparation and participation in meetings, pitch book
development, analyses, scheduling and administration
• Identify areas of opportunity to help drive priorities forward
• Support day-to-day business operations such as internal communications and Client Specialist issues/questions
Required qualifications, capabilities, and skills
• Bachelor's Degree with at least 6 years of financial services industry experience
• Strong business management and/or project management experience
• Excellent interpersonal skills with the ability to successfully engage and influence
a broad range of individuals across businesses lines and key support functions
• Self-starter with ability to work independently
• Strong analytical skills, with a high level of attention to detail
• Exceptional verbal and written communication skills
• Strong organizational skills with ability to execute on multiple objectives
simultaneously in a demanding environment
• Team-oriented with ability to interact effectively with individuals at varying
levels of the organization with varying responsibilities, including management,
marketing, compliance, legal, operations, sales, and technology
• Advanced skills with Excel and PowerPoint presentations
Preferred qualifications, capabilities, and skills
• Wealth Management Experience
• Experience in sales, marketing, training, recruiting, and business reporting
• Series 7/63/65 licensed preferred
Location: Los Angeles, CA
Posted: Aug. 14, 2024, 7:49 a.m.
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