J.P. Morgan Wealth Management - Regional Support Lead ( Vice President) - Troy, MI

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Troy, MI, USA
Hybrid
Mid level
Financial Services
We’re one of the world’s biggest technology-driven companies
The Role
Leads regional execution of wealth management growth strategies and business initiatives. Supports investment growth plans, advisor performance, onboarding, training, staffing, and recruitment tracking. Coordinates scorecards, business reviews, employee engagement, regional events, and communications across Wealth Management and One Chase partners. Builds action plans, promotes best practices, and serves as proxy for the Regional Director of Wealth when needed. The role requires strong collaboration, communication, follow-through, wealth or investment product knowledge, and travel up to 50%.
Summary Generated by Built In

J.P. Morgan Wealth Management – Regional Support Lead  - Vice President – [Troy, MI]


As a Regional Support Lead in J.P. Morgan Wealth Management, you will promote the execution of key strategies and tactics that focus on growth and a world class client experience.

Reporting to the Divisional Strategy & Support Manager and aligned with a Regional Director – Wealth and serve as a liaison to the Market Directors-Wealth, driving the execution of key strategies and tactics that focus on growth and a world class client experience. You will collaborate with key partners across the Wealth Management business and One Chase partnerships. This role requires flexibility, and the ability to work in an environment operating at a rapid pace

Job responsibilities

 · Reporting to a Regional Director- Wealth, provide day-to-day support, drive and track regional focus on Investment growth plans across markets

· Partner with Divisional Strategy and Support Manager to assist in the coordination, implementation, and messaging of key business initiatives

· Partner with the Regional Director of Wealth to track and drive execution on strategic initiatives across all markets

· Partner with Market Directors of Wealth to support Advisor performance and development through onboarding and training, and periodic in field workshops to improve Advisor effectiveness and expertise

· You will identify opportunities to develop and deliver action plans, best practices and people objectives across the region and within markets

· Partner with Divisional support team to assist in the coordination, implementation and messaging of key business initiatives

· Coordinate with the Business Manager to drive scorecard results, coordination business review plans content as well as meet staffing targets, with a focus on Advisor recruitment and attrition tracking

· Focus on the Employee Experience; coordinate with Culture Council to understand and implement opportunities and recommendations to drive engagement and support approach to regional and local event planning

· Serve as proxy in Regional Director of Wealth’s absence



Required qualifications, capabilities, and skills:

- At least 3 years proven experience leading projects and working with business leaders in a client-focused environment

- Innovative thinker able to drive engagement with peers and partners

- Creates a climate of collaboration in which people want to do their best; motivates and empowers others by inviting input from each person and sharing ownership and visibility

- Demonstrated ability to collaborate across Wealth Management and with other One Chase partners i.e. Consumer, Home Lending and Business Banking

- Strong communication skills, attention to detail and excellent follow-through

- Working knowledge of Wealth and/or investment product and technology acumen

- Ability to travel 50% of the time

 
 
 
About Us

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

About the Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.

Skills Required

  • At least 3 years of proven experience leading projects and working with business leaders in a client-focused environment
  • Ability to drive engagement with peers and partners as an innovative thinker
  • Ability to create a collaborative climate, motivate and empower others, invite input, and share ownership and visibility
  • Demonstrated ability to collaborate across Wealth Management and One Chase partners, including Consumer, Home Lending, and Business Banking
  • Strong communication skills, attention to detail, and excellent follow-through
  • Working knowledge of wealth and/or investment products and technology acumen
  • Ability to travel 50% of the time

JPMorganChase Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about JPMorganChase and has not been reviewed or approved by JPMorganChase.

  • Healthcare Strength Medical, dental, vision, and mental-health coverage are broad, with wellness incentives, on-site or virtual care, and an EAP offering coaching and counseling. Plan materials emphasize accessible options, including multiple medical choices and tools to manage costs.
  • Parental & Family Support Paid parental leave extends up to 16 weeks for all parents, supplemented by paid Critical Caregiver Leave. Family resources include backup childcare via Bright Horizons, lactation support and milk-shipping, family-building assistance, and even a free five-month SNOO rental for newborns.
  • Retirement Support Retirement programs include a 401(k) with an annual company match and automatic pay credits for most employees, with a legacy pension available to earlier hires. An Employee Stock Purchase Plan at a 5% discount further supports long-term savings.

JPMorganChase Insights

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The Company
HQ: New York, NY
289,097 Employees
Year Founded: 1799

What We Do

JPMorgan Chase & Co. (NYSE: JPM) is a leading global financial services firm with assets of $3.7 trillion and operations worldwide. The firm is a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, JPMorgan Chase & Co. serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients under its J.P. Morgan and Chase brands. Technology fuels every aspect of our company and is at the heart of everything we do. With over 50,000 technologists globally and an annual tech spend of $12 billion, we are dedicated to improving the design, analytics, development, coding, testing and application programming that goes into creating high quality software and new products. Learn more about technology at our firm, explore resources from our Distinguished Engineers, AI & ML researchers, and other experts; access the latest episode of our TechTrends podcast, and more at www.jpmorgan.com/technology. Information about JPMorgan Chase & Co. is available at www.jpmorganchase.com. ©2023 JPMorgan Chase & Co. All rights reserved. JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veterans.

Why Work With Us

Our technologists work on a diverse range of solutions that include strategic technology initiatives, big data, mobile, electronic payments, machine learning, cybersecurity, enterprise cloud development, and other state-of-the-art technologies.

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