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J.P. Morgan Advisors - Market Executive, Executive Director

Company: JPMorgan Chase & Co.
Location: San Francisco
Posted on: April 3, 2024

Job Description:

J.P. Morgan Advisors, the ultra-high net worth division of J. P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world. Our small size and broad scope allow us to customize solutions tailored to clients' specific needs. -
The Market Executive role will lead the market and report directly to a Regional Director. - The Market Executive is responsible for all aspects of leadership and management in their market including managing across a matrix leadership team and representing JPMA locally. You will establish, maintain, and build relationships while delivering exceptional client service. -
Job Responsibilities:

  • Attract and retain Advisor talent through sourcing, recruiting and hiring efforts
  • Lead the market to acquire and drive business opportunities by coaching and developing Financial Advisors
  • Build a network across the organization to support the broader goals of the business and the firm
  • Balance the needs of clients and the needs of the firm establishing and maintaining a strong controls environment
  • Understand and adhere to our risk management processes and policies; leveraging available reporting and tools
  • Foster a culture of teamwork, results oriented and client focused
  • Work with partners, including but not limited to, Supervision and Compliance functions to ensure best practices

    Required -qualifications, capabilities, and skills:

    • Series 7, 9, 10, 66 and SIE licenses required -
    • A self-starter who works well independently in a fast-paced, client driven environment -
    • Proven track record of attracting, developing and retaining top talent
    • Clear ability to recognize and anticipate advisor and client needs in a proactive way
    • Manages issues to resolution through consistent follow-up -
    • Ability to communicate effectively with clients and maintain professionalism in difficult situations
    • Will need to be adaptable and comfortable with change (will need to keep up with changes in technology and regulations)
    • Highly proficient user of Outlook, Word, PowerPoint and Excel

      Preferred qualifications, capabilities, and skills:

      • Bachelor's degree required; MBA, JD or CFA or other professional designation strongly preferred.
      • 7+ years of management or relevant experience within the financial services industry as a sales practice leader and/or assistant branch/regional manager


Keywords: JPMorgan Chase & Co., San Francisco , J.P. Morgan Advisors - Market Executive, Executive Director, Executive , San Francisco, California

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