1+ months

J.P. Morgan Wealth Management_VP, Wealth Management Specialist_Field Effectiveness

Seattle, WA 98104
  • Job Code
    210322477

About the team: The US Wealth Management Business fits into the larger Consumer Business. We partner closely with our consumer partners to deliver a full suite of solutions for every client. 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 Mgt team supports both leaders and advisors across in the branch, in the field & HNW space, and centralized advisor 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 Role: 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.

Keyword: consumer%20banking

About the team: The US Wealth Management Business fits into the larger Consumer Business. We partner closely with our consumer partners to deliver a full suite of solutions for every client. 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 Mgt team supports both leaders and advisors across in the branch, in the field & HNW space, and centralized advisor 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 Role: 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.

Keyword: consumer%20banking

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J.P. Morgan Wealth Management_VP, Wealth Management Specialist_Field Effectiveness

JPMorgan Chase & Co.
Seattle, WA 98104

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