J.P. Morgan Wealth Management - Private Client Investment Associate Team Leader NY
Listed on 2026-07-15
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Finance & Banking
Wealth Management
Location: City of Rochester
J.P. Morgan Wealth Management
- Private Client Investment Associate Team Leader
- New York, NY
New York, NY, United States
Job Information- Job Identification
- Job Category Client Service
- Business Unit Consumer & Community Banking
- Posting Date 07/06/2026, 04:48 PM
- Locations 277 Park Ave, New York, NY, 10172, US 390 Madison Ave, New York, NY, 10017, US
- Job Schedule Full time
- Job Shift Day
As a Private Client Investment Associate Program Manager within JPMorgan Wealth Management, you will be responsible for the strategic leadership of a team that manages the recruiting, training, and development of our Private Client Investment Associates. You will excel in a complex, cross‑functional organizational structure and have a proven track record of effective communication and influence across business units. This role provides an opportunity to spearhead projects that promote significant organizational change and impact across various business functions, and to streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives.
Job Responsibilities- Develop and lead the strategic direction for our Advisor Support team, focusing on key areas such as recruitment, onboarding, training, talent development, compensation, and advisor alignment.
- Serve as a key senior leader within Chase Wealth Management, working closely with Divisional and Regional Field Leadership to deliver top‑tier client service.
- Spearhead projects that drive significant organizational change and impact across various business functions.
- Streamline team operations to foster a culture of excellence and continuous improvement, aligning with company objectives.
- Guide and mentor teams to strengthen collaboration between regions, markets, Private Client Investment Associates, and Advisors.
- Strong communication skills with the ability to influence stakeholders at multiple levels.
- Innovative thinker with a track record of executing ideas.
- Proven ability to build and retain high‑performing teams.
- Ability to motivate and empower others, fostering a climate of excellence.
- Demonstrated success in managing multiple priorities in a fast‑paced environment and adaptability to change.
- Valid and active Securities Industry Essential (SIE) exam if registered after October 1, 2018.
- Valid and active Series 7.
- Valid and active Series 66 (63/65) and Life and Health Insurance license must be obtained within 60 days of employment.
- Valid and active Series 9/10 or Series 24 license required or must be obtained within 60 days of employment.
- Travel required 50% of the time.
- Extensive experience in leading teams within a client‑focused setting, preferably in Wealth Management or Consumer Banking.
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…
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