Posted in General Business 7 days ago.
About the team
At J.P. Morgan Wealth Management , investing feels like a personal relationship with a trusted partner. We're committed to delivering hands-on dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals. This is a growth business for us with a commitment to diversity and inclusion. That's why we're going all in on the people who make our business what it is, making it a rewarding place to grow personally and professionally.
The Practice Management team is responsible for delivering subject matter expertise on all practice management concepts that ultimately help advisors service their clients and continue to grow their business. This includes owning the strategy and implementation of goals-based planning, establishing a client onboarding & service model, delivering a set of investment solutions aligned to client goals, and appropriately utilizing tools and technology to improve client experience. The Practice Management team supports both leaders and advisors across a multi-channel base client model including retail branches, field offices, and centralized advice centers. This is a highly visible team with extensive interaction with senior management across all functions and LOBs to drive meaningful change across the business. Our goal is to help advisors successfully engage with their clients.
The Wealth Management Specialist is responsible for supporting the development of Financial advisors with the delivery of Practice Management concepts and tools. The WMS supports and guides Advisors to strengthen their business and help them through their journey of building a successful and sustainable long-term practice. This individual will help advisors engage with their clients with a strong foundation in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Strategy, Relationship Management and Service. This role also supports market level leaders, helping them coach advisors on these practice management behaviors. Other attributes include, helping advisors with advice on the proper investment strategies to help clients meet their financial goals, tips on how to execute an effective client contact strategy and how to use client relationship tools. This WMS helps leaders and advisors understand implications of capital market activities and firm thought leadership to support client relationships. Finally, this individual should be focused on a Goals-Based approach to investing, helping both advisors and leaders with financial planning.
With direct contact to the field, the Wealth Management Specialist will have a unique opportunity to engage with Advisors and Field Leadership and be able to determine regional goals in partnership with a regional operating committee. The WMS will be able to provide direct support to advisors in a reactive way, while also presenting strategic, forward looking plans to help region and divisions achieve strong business results.
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 employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.
Equal Opportunity Employer/Disability/Veterans