Wealth Management - Client Service Team Lead - West Harrison, NY

Join our dynamic team and become a pivotal force in shaping the future of client engagement at J.P. Morgan Wealth Management. As a leader in our organization, you will drive key business initiatives, foster a culture of client obsession, and empower our Private Client Investment Associates to deliver unparalleled service. With a focus on innovation, collaboration, and excellence, you will play a crucial role in enhancing our client experiences and strengthening our position as a trusted partner in wealth management.

Embrace the opportunity to make a meaningful impact and advance your career in a supportive and inclusive environment.

As a Client Service Team Lead within the Private Client Investment Associates team, you will collaborate with leadership to orchestrate and communicate crucial business strategies. Your responsibilities will include bolstering the performance and growth of the associates through extensive onboarding, training, and regular in-field workshops designed to augment their proficiency and knowledge.

• Facilitate the onboarding and training of Private Client Investment Associates, conducting workshops to boost their skills and effectiveness.
• Identify and implement best practices to exceed client expectations, fostering a culture of client obsession within the team.
• Provide field feedback to practice management on key initiatives and serve as a liaison between associates, advisors, and market directors.
• Review and approve time and attendance records, maintain and update the Independent Advisor coverage report, and track revenue share agreements.
• Assist in resolving various technology issues to ensure smooth operations.
• Strengthen relationships with internal business partners, including One Chase partners and branch leadership, focusing on enhancing the employee experience and driving an inclusive culture.

• 3 + years proven experience leading teams and coaching in a client‑focused environment
• FINRA Series 7, 66 or 63/65, 9 & 10 required and the ability to hold registration in all 50 states and territory plus state 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

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…