Talent.com
J.P. Morgan Wealth Management Central Supervisory Vice President Annuity Manager Columbus, OH, Plano, TX and Tempe, AZ
J.P. Morgan Wealth Management Central Supervisory Vice President Annuity Manager Columbus, OH, Plano, TX and Tempe, AZJPMorganChase • Columbus, Nebraska, USA
J.P. Morgan Wealth Management Central Supervisory Vice President Annuity Manager Columbus, OH, Plano, TX and Tempe, AZ

J.P. Morgan Wealth Management Central Supervisory Vice President Annuity Manager Columbus, OH, Plano, TX and Tempe, AZ

JPMorganChase • Columbus, Nebraska, USA
1 day ago
Job type
  • Full-time
Job description

Description

Join a team where your expertise shapes the future of financial services and client experiences. As a Central Supervisory Manager you will play a key role in ensuring the integrity and suitability of our annuity and insurance offerings. Your insights and leadership will help us deliver exceptional service and maintain our reputation for excellence. Be part of a collaborative environment that values innovation continuous improvement and professional growth. Make a difference for our clients our team and your career.

As a Central Supervisory Manager in the Central Supervision team you ensure the suitability and compliance of annuity and insurance products for our clients. You collaborate with colleagues across the organization to resolve supervisory issues and drive process improvements. You help train new team members and influence positive change. Together we create solutions that make lives better and build long-term relationships with our clients.

Job Responsibilities

  • Conduct suitability reviews for a variety of annuity and insurance products
  • Escalate supervisory issues and recommend appropriate actions
  • Partner strategically with field Supervisory Managers and registered personnel to resolve exceptions
  • Review work items escalated internally by junior team members
  • Deliver training to newly hired team members
  • Identify and drive process improvements
  • Influence stakeholders and align them to final resolutions
  • Complete project work and additional tasks as assigned
  • Articulate findings and recommendations clearly to management
  • Maintain strong organization and attention to detail
  • Meet service level agreements and project deadlines through effective time management

Required Qualifications Capabilities and Skills

  • Minimum 7 years of experience in the securities and investment industry
  • Deep understanding of advisory services products and complex client accounts
  • Working knowledge of US financial regulations including FINRA rules
  • Proven ability to make sound risk-based decisions independently
  • Strong research analytical and problem-solving skills
  • Excellent interpersonal verbal and written communication skills
  • Ability to collaborate across multiple levels of supervision
  • Active and valid FINRA Series 7 license
  • Active and valid FINRA Series 66 (or 63 and 65) 9 / 10 (or 4 24 53) and State Life & Health Insurance license or ability to obtain within 120 days of hire
  • Strong organization skills and attention to detail
  • Demonstrated ability to work in a dynamic evolving team environment
  • Preferred Qualifications Capabilities and Skills

  • Bachelors degree
  • Experience delivering training and mentoring team members
  • Experience driving process improvements and change initiatives
  • Advanced analytical skills for identifying trends and patterns
  • Experience influencing stakeholders and aligning teams to resolutions
  • Strong project management skills
  • Familiarity with digital solutions in wealth management
  • Required Experience :

    Exec

    Key Skills

    Change Management,Financial Services,Growing Experience,Managed Care,Management Experience,Analysis Skills,Senior Leadership,Performance Management,Process Management,Leadership Experience,negotiation,Analytics

    Employment Type : Full-Time

    Experience : years

    Vacancy : 1

    Create a job alert for this search

    Wealth Management • Columbus, Nebraska, USA

    Related jobs
    TAX MANAGER

    TAX MANAGER

    gpac • Columbus, NE, United States
    Full-time
    Tax Manager - Public Accounting.We’re partnering with a well-established and growing CPA firm seeking an experienced.This firm offers a collaborative environment, strong community reputation, and a...Show more
    Last updated: 26 days ago • Promoted
    U.S. Border Patrol Agent

    U.S. Border Patrol Agent

    U.S. Customs and Border Protection • Humphrey, Nebraska, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 30+ days ago • Promoted
    Financial Advisor

    Financial Advisor

    Northwestern Mutual • Columbus, NE, United States
    Full-time
    Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...Show more
    Last updated: 30+ days ago • Promoted
    Family Centered Treatment (FCT) Practitioner - Norfolk Area

    Family Centered Treatment (FCT) Practitioner - Norfolk Area

    Better Living Foster Care and Family Services • Columbus, NE, USA
    Full-time
    Quick Apply
    Better Living is dedicated to improving the lives of families and individuals in our communities through compassionate, evidence-based interventions. We are seeking a motivated and skilled individua...Show more
    Last updated: 30+ days ago
    Travel Outpatient Occupational Therapist - $2,210 per week

    Travel Outpatient Occupational Therapist - $2,210 per week

    CoreMedical Group • Columbus, NE, United States
    Permanent +1
    Core Medical Group is seeking a travel Occupational Therapist for a travel job in Columbus, Nebraska.Job Description & Requirements. Client in NE seeking Occupational Therapist : Outpatintet .We are...Show more
    Last updated: 4 days ago • Promoted
    United States Border Patrol Agent

    United States Border Patrol Agent

    U.S. Customs and Border Protection • Humphrey, Nebraska, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 30+ days ago • Promoted
    Associate Director, Quality Management

    Associate Director, Quality Management

    Becton, Dickinson and Company • Columbus, NE, US
    Full-time
    BD is one of the largest global medical technology companies in the world.Advancing the world of health™ is our Purpose, and it's no small feat. It takes the imagination and passion of all...Show more
    Last updated: 7 hours ago • Promoted • New!
    Shift Leader

    Shift Leader

    Panda Restaurant Group • Columbus, NE, US
    Full-time
    Our Panda Shift Leader associates are important leaders of our team and are responsible for bringing Panda’s mission alive in our restaurants by supporting management in creating food with passion,...Show more
    Last updated: 9 days ago
    Controller

    Controller

    Jobot • Richland, NE, US
    Full-time
    Manufacturing company is seeking a Controller with manufacturing industry and cost accounting experience!.This Jobot Job is hosted by : Tony Marasco. Are you a fit? Easy Apply now by clicking the "Ap...Show more
    Last updated: 30+ days ago • Promoted
    Therapy - OT

    Therapy - OT

    Columbus Community Hospital • Columbus, NE, United States
    Full-time
    Are you ready to take your Travel career to the next level? See places you have not seen before? Ventura's MedStaff tenured Recruiters are here to help you find your ideal contract; with over 50 ye...Show more
    Last updated: 4 days ago • Promoted
    Travel Occupational Therapist - $2,326 per week

    Travel Occupational Therapist - $2,326 per week

    Genie Healthcare • Columbus, NE, US
    Full-time
    Genie Healthcare is seeking a travel Occupational Therapist for a travel job in Columbus, Nebraska.Job Description & Requirements. Genie Healthcare Job ID #17492091.Pay package is based on 8 hou...Show more
    Last updated: 30+ days ago • Promoted
    Travel Outpatient Occupational Therapist

    Travel Outpatient Occupational Therapist

    Core Medical Group • Columbus, NE, US
    Permanent +1
    Core Medical Group is seeking a travel Occupational Therapist for a travel job in Columbus, Nebraska.Job Description & Requirements. Client in NE seeking Occupational Therapist : Outpatintet ...Show more
    Last updated: 30+ days ago • Promoted
    United States Customs and Border Protection Officer

    United States Customs and Border Protection Officer

    U.S. Customs and Border Protection • Humphrey, Nebraska, US
    Full-time +1
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist - $2,396 per week

    Travel Physical Therapist - $2,396 per week

    Prime Time Healthcare Therapy • Columbus, NE, United States
    Full-time
    Prime Time Healthcare Therapy is seeking a travel Physical Therapist for a travel job in Columbus, Nebraska.Job Description & Requirements. Non- taxable travel benefits if eligible.Show more
    Last updated: 15 days ago • Promoted
    Travel Occupational Therapist - $2,446 per week

    Travel Occupational Therapist - $2,446 per week

    Assured Nursing • Columbus, NE, United States
    Full-time
    Assured Nursing is seeking a travel Occupational Therapist for a travel job in Columbus, Nebraska.Job Description & Requirements. Assured Nursing Job ID #35013483.Pay package is based on 9 hour shif...Show more
    Last updated: 30+ days ago • Promoted
    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    Border Patrol Agent - Earn up to $30,000 in Recruitment Incentives

    U.S. Customs and Border Protection • Utica, Nebraska, US
    Permanent
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show more
    Last updated: 30+ days ago • Promoted
    Travel Occupational Therapist (LTC / SNF) - $1,910 per week

    Travel Occupational Therapist (LTC / SNF) - $1,910 per week

    Core Medical Group • Columbus, NE, United States
    Permanent +1
    Core Medical Group is seeking a travel Skilled Nursing Facility (SNF) Occupational Therapist for a travel job in Columbus, Nebraska. Job Description & Requirements.We are looking for a healthcare pr...Show more
    Last updated: 30+ days ago • Promoted
    Travel Physical Therapist

    Travel Physical Therapist

    Prime Time Healthcare Therapy • Columbus, NE, US
    Full-time
    Prime Time Healthcare Therapy is seeking a travel Physical Therapist for a travel job in Columbus, Nebraska.Job Description & Requirements. Non- taxable travel benefits if eligible.Show more
    Last updated: 15 days ago • Promoted