J.P. Morgan Wealth Management - Executive Director, Practice Management Advisor Growth Program Lead

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. 

We are seeking a dynamic and experienced individual to lead our Advisor Growth Program (AGP). This specialized program focuses on advisor development, compensation, and performance to incentivize growth and productivity. The ideal candidate will be responsible for designing, implementing, and overseeing all aspects of the Advisor Growth Program, including managing a ten-person team, monitoring and sharing trends with field leadership, communicating with stakeholders across compensation, incentive administration, finance and HR, and delivering content both in-person and virtually. 

Job Responsibilities

• Identify training needs and gaps specific to advisor growth within the organization and create strategies to address them
• Design and deliver tailored training materials, workshops, and sessions to enhance advisor skills and knowledge in areas such as client acquisition, financial planning, and relationship management
• Implement a compensation structure within Advisor Growth Program to incentivize advisor growth and productivity
• Manage a team of ten individuals responsible for executing various aspects of the Advisor Growth Program
• Evaluate the effectiveness of the Advisor Growth Program through feedback, assessments, and performance metrics
• Collaborate with department heads and stakeholders to ensure the development program meets the unique needs of our advisors
• Establish strong controls and operations to identify risks and efficiencies
• Stay current on industry trends and best practices in advisor training, development, and compensation

 

Required qualifications, capabilities, and skills

• Series 7 and Series 66 required
• At least 10 years business and sales experience in wealth management
• Proven leadership/coaching experience and ability to effectively partner with others
• Expertise in Financial Planning and delivering a goals-based approach to investing
• Deep investment, product and capital markets knowledge
• Ability to effectively communicate complex concepts simply
• Experience with practice management related coaching, including client contact strategies, book segmentation, implementing strong business processes, and financial planning
• Strong presentation skills to individuals and large groups

 

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. For those in eligible roles, discretionary incentive compensation which may be 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