You will partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team Provide field feedback to practice management on key initiatives Review and approve time and attendance records for Private Client Investment Associates Assist with resolution of various technology issues Maintain and update Independent Advisor coverage report Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors - Wealth Maintain and track revenue share agreements for Private Client Investment Associates Strengthen relationships with internal business partners including One Chase partners and branch leadership Focus on the employee experience, help define and drive an inclusive culture within the organization Required qualifications, capabilities, and skills 3-5 years proven experience leading teams and coaching in a client-focused environment Series 7, 66, 9 & 10, Life and Health Insurance Innovative thinker able to drive future engagement with clients to provide an exceptional experience Creates a climate in which people want to do their best;
motivated and empowers others by inviting input from each person and sharing ownership and visibility Demonstrated ability to collaborate across J.
P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking Strong communication skills, highly professional, attention to detail and excellent follow-through High degree of Wealth and / or investment product and technology acumen Ability to travel 25% of the time
Senior Managing Director, Credit Asset Management - Team Lead
Your role will involve managing the asset management team, working with underwriting teams, leading and executing business plans, performance reviews, strategic initiatives, and delivering results. Our client offers a competitive compensation package and a dynamic environment for experienced profess...
Enrollment Support Services Team Lead
A company is looking for an Enrollment Support Services Team Lead. ...
RN -SUPERVISORY VISITS TO CLIENT'S HOME Atlanta GA 30314
The Registered Nurse Supervisor will complete participating in establishing and implementing the client's service plan in coordination with the staff providing the client's services. Provide nursing services as needed and by the client's service plan. Ability to adequately assess and reassess pain, ...
Private Wealth Management Administrative Assistant - Atlanta
Assisting the Private Wealth Management Team in servicing clients, with a focus on operational excellence and customer service. Private Wealth Management office within one of the most prestigious global financial services firms. Providing general administrative services to teams, such as maintaining...
Client Advisory Center (CAC) Financial Advisor - locations- Orlando, FL; Atlanta, GA; Charlotte, NC
Consults with clients to uncover needs and provide opportunities to add value through holistic financial management. Demonstrates how particular investment solutions match client's individual needs, using a wide range of investment solutions to help build an investment strategy for clients. Handles ...
J.P. Morgan Wealth Management - Vice President, Practice Management Consultant
Create strategic partnerships with Regional Leads and operating committees to work closely to drive adoption of initiatives and achieve business goals * Deliver effective communications to the field and between partners in the division and region to support new advisor initiatives and upda...
Deputy Division Chief (Contracts Management Team)
As a member of the Department of Law's Senior Leadership Team, the Deputy Division Chief is the lead resource for the Contracts Management Services Team which serves to provide legal support for the City's major contracting processes, including the procurement-to-contract process, inbound and outbou...
Asset Management - Private Wealth Alternatives Client Advisor - Vice President
As a Private Wealth Alternatives Client Advisor in our Sales team, you will have the opportunity to help our clients build stronger portfolios. As a leading Alternatives manager (over $200 Billion assets under management globally across real estate, infrastructure and real assets, private equity, pr...
Property Management - Sales Associate* - Multiple Locations
Property Management - Sales Associate* - Multiple Locations. Atlanta, GA, USA ● Baltimore, MD, USA ● Charlotte, NC, USA ● Chattanooga, TN, USA ● Chicago, IL, USA ● Cincinnati, OH, USA ● Cleveland, OH, USA ● Columbus, OH, USA ● Dayton, OH, USA ● Des Moines, IA, USA ● Detroit, MI, USA ● Fort Myers, FL...
Specialty Tax Services Associate, Global Employer Services - Winter 2025 (Multiple Locations)
The Global Employer Services Associate is responsible for performing basic research to prepare tax returns, tax equalizations, completing assignment cost projections, work project reviews, and analyses that assist in serving clients. General practice support Communicates with clients as needed to su...