The J.P. Morgan Wealth Management 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 and our Self-Directed online investing platform. The combined business has ~$650 billion in assets under management and 4,500 advisors with close to 5,000 locations.
As a Talent Development Lead within J.P. Morgan Wealth Management, you will be responsible for the successful onboarding of new employees to the service center, ensuring they become fully licensed and productive in their roles. You will also develop and refine career progression for Service Center roles and potential career paths in Wealth Management outside of the service organization. This role is people-focused, dedicated to enhancing the overall employee experience, and fosters teamwork and collaboration with all employees, stakeholders, and partners.
Job Responsibilities:
- Directly manage newly hired investment professionals in your service center location. In addition to managing all service professional during their training and licensing period, these hiring managers work with other service organizations across the firm to develop employee interest in licensed service center roles, and help prepare both external and internal new joiners for a career in brokerage service at JPMC
- Partner with HR to manage and maintain Wealth Management Service Center career paths, in order to prepare internal employees for specialty service roles, leadership, and service center support roles.
- Continue to develop a career path from the Wealth Management Service Center to advisor roles in Wealth Management, partnering closely with the Wealth Management campus recruiting program, Financial Advisor Development track.
- Manage relationships with other service areas across the firm for cross function strategies when volume dictates.
- Partner closely with recruiting to ensure hiring targets are met and work with pre-employment, training, and systems onboarding partners to ensure new hires are on boarded efficiently and successfully complete licensing and training.
- Partner with Recruiting, Licensing & Registration and Technology to ensure a positive and consistent onboarding experience.
- Implement a welcome experience for new investment professionals. Understand timelines and expectations around U4 Registration activities, Licensing Study and Exams, Insurance Licensing activities, Technology Hardware and Software provisioning/access.
- Maintain and further develop management reporting that tracks the success of the new hire process, career progression and development programs.
Required qualifications, capabilities and skills:
- 2+ years’ experience in people management responsibilities including performance management, development, and team capacity planning and leadership
- Strong leadership, interpersonal, relationship management and collaboration skills.
- Ability to create and foster strong partnerships with business partners to influence positive change
- Self-driven, customer-focused, proactive, results-oriented
- Focus on driving continuous process improvement
- Detail oriented, strong analytical/problem solving and organizational skills
- Excellent oral and written communication skills. High degree of comfort presenting information to various levels of the organization
- Ability to manage multiple priorities in a fast-paced environment, to perform well under pressure, highly adaptive to change
- Demonstrated proficiency with Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.)
- Demonstrated proficiency using technology-enabled productivity tools, including artificial intelligence (AI) and emerging digital solutions, to enhance learning, development, operational efficiency, and the employee experience
Preferred qualifications, capabilities and skills:
- Bachelor’s degree preferred
- 3+ years of brokerage/financial services industry experience. Familiarity with Chase Wealth Management is preferred
- Prior experience managing licensed employees with strong working knowledge of securities registration and insurance licensing processes is preferred
- Prior experience managing end-to-end processes with a focus on creating best in class experiences. Strong customer service mindset is preferred