At . Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Market Director of Wealth in . Morgan Wealth Management, you will create a culture of excellence and an environment that meets a high standard of customer service and excellence within the community by building deep relationships and delivering an exceptional customer experience.
In this role, you will play a key role in promoting our customer obsessed culture. We make it easy to bank and invest when, where and how our customers want.
You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those with significant wealth. Job responsibilities
- Have a passion for our customers which results in all of our employees meeting and exceeding our customer expectations and creating a customer obsessed culture
- Identify opportunities to attract and recruit Advisors, improve performance of existing Advisors and ensure talent and performance strategies are in place to coach, develop and promote Advisors
- Drive integration with partners from Branch Management, Business Banking and Home Lending to give our customers access to solutions, strategies and expertise to give our customers one place to meet all of their financial need
- Be a visionary who influences the use of technology to meet the customers’ needs of today and the future; Set the tone of commitment to diversity and inclusion
- Partner with the Supervisory Manager and be expected to manage all day-to-day administrative, supervisory and operational aspects for the business in order to achieve our strategic objectives for a designated territory
- Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
- Be proactive; take initiative to identify solutions, has entrepreneurial business spirit and executes with a sense of urgency
Required qualifications, capabilities, and skills
- At least 5 years of Advisor management experience required, coupled with a proven track record of developing and coaching high performing Advisor team
- Ability to travel 50% of the time
- A valid and active FINRA Series 7, 66 (or equivalent) is required
- A valid and active FINRA Series 9 / 10 (or equivalent) is required and must be obtained or retained within a 60 day condition of employment
- Proven ability to recruit, source and attract internal and external Advisor talent by building and maintaining personal network of contacts
- High degree of investment services and product acumen and keen interest in the financial markets
- Strong communication skills, attention to detail, excellent follow-through and a strong commitment to upholding a sound risk and controls environment
Preferred qualifications, capabilities, and skills
Bachelor’s Degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE :
- NOT FDIC INSURED
- NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
- NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, . OR ANY OF ITS AFFILIATES
- SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through . Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC.
Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc.
in Florida. JPMS, CIA and JPMorgan Chase Bank, . are affiliated companies under the common control of JPMorgan Chase & Co.
Products not available in all states.
Stationary Engineer (Provisional) - Facilities Management
The College participates in the doctoral programs of the Graduate Center of the City University of New York and offers bachelor’s and master’s degrees in traditional criminal justice-related fields of study as well as in a robust portfolio of liberal arts and sciences programs that highlight themes ...
Director of Intergovernmental Affairs
Interested candidates should have:-legislative and/or intergovernmental affairs experience, especially with the New York City Council, the New York State Legislature, or a New York City agency-excellent verbal and written communication skills-effective problem-solving skills and a creative mindset-a...
Sr. Quantitative Engineer- Asset & Wealth Management- New York- Vice President
Goldman Sachs Asset and Wealth Management Division (AWM) is one of the four key revenue generating Divisions of the Firm. The expected base salary for this New York, New York, United States-based position is $150000-$250000. AWM Alternatives is the private side of Asset Management and invests in a w...
Director of Design and Construction
RES is responsible for the space planning and management of 37 million square feet, Citywide acquisitions (lease or purchase), sales and other dispositions of City-owned real estate, architectural design and project management, zoning and land use analyses, disposition of 15, City-owned lots, proper...
Director, Construction Management- Office of Construction Management, Sciences
New York University considers factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience, education/training, key skills, internal peer equity, as well as, market and organizational considerations when extending an offer. FOR THE OFFICE OF CONSTRUCTI...
J.P. Morgan Wealth Management - Private Client Advisor - Downtown East Manhattan, NY (Chatham Square/ Union Square/ Astor Place/ Peter Cooper/ Chinatown)
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK,. OR ANY OF IT...
Deputy Director, Staten Island
An understanding of the network of City and nonprofit service provision in New York City preferred. Certification and License Requirement: A valid Certified Social Worker (CSW) certificate or Licensed Master of Social Work license (LMSW) issued by the New York State Department of Education must be o...
Registered Wealth Management Client Associate
Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Identifies, deepens, and maintains c...
Director Of Operations
A master's degree from an accredited college in economics, finance, accounting, business or public administration, human resources management, management science, operations research, organizational behavior, industrial psychology, statistics, personnel administration, labor relations, psychology, s...
Chauffeur - Attendant
As a prospective employee of the City of New York, you may be eligible for federal loan forgiveness programs and state repayment assistance programs. The Mayor’s Office of Management and Budget (OMB) is the City government's chief financial agency. As part of the responsibility of providing transpor...