1+ months

J.P. Morgan Advisors - Associate Regional Director, Executive Director

New York, NY 10007
  • Job Code
    210233422

Our Business:

J.P. Morgan Advisors: At JPMorgan Advisors (JPMA), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMA offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.

The Associate Regional Director, reporting directly to the Regional Director, is a member of the regional leadership team working closely with the RD to manage branch revenue growth, advisor recruiting, and daily operations. The successful candidate will be an experienced, driven relationship manager with recruiting experience who is looking for an opportunity with room to grow.

Responsibilities include:

  • Works with leadership to acquire and drive business opportunities in the local market
  • Partners with the RD on recruiting and acquiring Advisors and teams
  • Partners with the platform/product specialists to enable and educate advisors to offer the firm™s full capabilities to their clients
  • Supports Supervisory Manager and RD in monitoring and ensuring compliance with risk policy, processes and tools
  • Works to problem-solve and respond to requests and escalations from advisors

Qualifications:

  • +7 years of management or relevant experience within the financial services industry as a sales practice leader and/or assistant branch/regional manager
  • Series 7 and 66 or 63/65 required
  • Series 9/10 required within 60 days of hire (condition of employment)
  • Demonstrates strong business acumen and operates/leads in a client centric way
  • Communicates effectively with a proven ability to influence others and lead change
  • Proven ability to attract and recruit external talent
  • Ability to confidently interact with senior management, advisors and large clients
  • Strong analytical, problem solving and decision-making skills
  • Proven management and coaching skills

Keyword: consumer%20banking

Our Business:

J.P. Morgan Advisors: At JPMorgan Advisors (JPMA), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMA offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world's leading global financial institutions on behalf of our clients.

The Associate Regional Director, reporting directly to the Regional Director, is a member of the regional leadership team working closely with the RD to manage branch revenue growth, advisor recruiting, and daily operations. The successful candidate will be an experienced, driven relationship manager with recruiting experience who is looking for an opportunity with room to grow.

Responsibilities include:

  • Works with leadership to acquire and drive business opportunities in the local market
  • Partners with the RD on recruiting and acquiring Advisors and teams
  • Partners with the platform/product specialists to enable and educate advisors to offer the firm™s full capabilities to their clients
  • Supports Supervisory Manager and RD in monitoring and ensuring compliance with risk policy, processes and tools
  • Works to problem-solve and respond to requests and escalations from advisors

Qualifications:

  • +7 years of management or relevant experience within the financial services industry as a sales practice leader and/or assistant branch/regional manager
  • Series 7 and 66 or 63/65 required
  • Series 9/10 required within 60 days of hire (condition of employment)
  • Demonstrates strong business acumen and operates/leads in a client centric way
  • Communicates effectively with a proven ability to influence others and lead change
  • Proven ability to attract and recruit external talent
  • Ability to confidently interact with senior management, advisors and large clients
  • Strong analytical, problem solving and decision-making skills
  • Proven management and coaching skills

Keyword: consumer%20banking

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J.P. Morgan Advisors - Associate Regional Director, Executive Director

JPMorgan Chase & Co.
New York, NY 10007

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