Job Description

Responsibilities

• Provide regional support as the Strategic Initiatives partner for JPM Advisors (JPMA), consulting on product sales strategy and prioritization, investment insights and advice

• Work directly with Wealth Partners focused on HNW and UHNW clients to support driving AUM and revenue growth, and partner with them to address specific client needs, providing investments and product advice and expertise, and meeting with clients as appropriate

• Gather field feedback and drive product and investments prioritization and strategy

• Provide field the tools and advice to execute strategy with clients

• Participate in advisor recruiting as need, providing insight on product and investment capabilities

Required Qualifications, Capabilities and Skills

• Bachelor's Degree

• Series 7, Series 66 licenses

• 15+ years in financial services industry (Capital Markets, Wealth Management, Product Management, Investment Sales, Research)

• Strong understanding of defined consulting and benefits in the retirement space

• Working knowledge of regulatory landscape

• Team-oriented with ability to interact effectively with individuals at varying levels of the organization with different responsibilities

• Exceptional verbal and written communication skills

• Strong organizational skills with ability to execute on multiple objectives simultaneously in a demanding environment

Preferred qualifications, capabilities, and skills

• CFA ,MBA

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

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. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans