Senior
J.P. Morgan Wealth Management – Vice President, Client Welcome Group Team Lead - Westerville, OH
At J.P. Morgan Wealth Management, we have an enthusiasm for helping our clients, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.
As a Client Development Team Leader within our dynamic team, you will be responsible for coaching, motivating, and guiding Licensed Professionals to provide an exceptional and welcoming experience for potential investors and new clients. Your team will collaborate closely with newly on boarded clients during the crucial initial 120 days of a new client relationship, aiming to fulfill their comprehensive service needs and familiarize them with the products, services, and platforms that best match their financial requirements. Your team will handle both inbound and outbound calls to clients and prospects, and introduce potential clients to advisors to strengthen their overall relationship.
Job Responsibilities:
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Leverage your leadership and communication skills
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Identify opportunities to attract and recruit Client Development Professionals
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Ensure talent and performance strategies are in place to coach, develop and promote Client Development Professionals, including performing call monitoring reviews to ensure quality interactions
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Set the tone of commitment to diversity and inclusion
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Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
Required qualifications, capabilities and skills:
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A valid and active Series 7 and Series 63 license is required - If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam
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FINRA Series 9/10 (or equivalent) is required or ability to obtain within 60 days of starting in the role as a condition of employment
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Leadership and People Development experience required with a proven track record of developing and coaching high performing teams
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Proven ability to recruit, source and attract internal and external talent by building and maintaining personal network of contacts
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High degree of investment services and product acumen and keen interest in the financial markets
Preferred qualifications, capabilities and skills:
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Bachelor’s Degree preferred, or 4 years of equivalent work experience required
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Business Development experience preferred
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