J.P. Morgan Wealth Management Vice President Field Supervisory Manager Tempe, AZ

Description

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4 trillion. Asset Management provides individuals advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals families and foundations take a more intentional approach to their wealth or finances to better define focus and realize their goals.

As a Supervisory Manager in Chase Wealth Management you will lead and oversee a territory of Financial Advisors ensuring compliance with regulatory obligations and managing operational risk. You will work closely with senior leadership to address complex issues and provide strategic solutions. Your role is crucial in maintaining the integrity and success of our wealth management services.

Job Responsibilities :

• Recognize and address issues risks and exposures.
• Engage senior leadership to implement solutions.
• Coach business partners to adapt to regulatory changes.
• Interface with leadership teams across lines of business.
• Develop expertise in securities rules and regulations.
• Implement account reviews for investment suitability.
• Conduct Advisor book reviews to identify trends.
• Escalate potential issues to appropriate parties.
• Present reports to senior management.
• Collaborate with Sales Practice Review team.
• Resolve questions and issues from oversight groups.

Required Qualifications Capabilities and Skills :

Preferred Qualifications Capabilities and Skills :

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