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Client Team Lead, Wealth Management

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: JPMorgan Chase
Full Time position
Listed on 2026-08-30
Job specializations:
  • Management
    Client Relationship Management
Salary/Wage Range or Industry Benchmark: 93000 - 150000 USD Yearly USD 93000.00 150000.00 YEAR
Job Description & How to Apply Below
Position: Client Welcome Team Lead, Wealth Management

J.P. Morgan Wealth Management in Tempe, AZ seeks a Client Development Team Leader to coach Licensed Professionals and guide new clients during the crucial first 120 days.

You will coach, motivate, and onboard clients, connecting them with advisors and ensuring a welcoming customer experience across inbound and outbound calls. The role requires leadership, recruiting capability, and deep investment services knowledge.

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