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Chase Wealth Management - Market Director - Santa Barbara in North/Central Cal Region

Req #: 170124932
Location: Newport Beach, CA, US
Job Category: Relationship Management/Sales
Job Description:
Chase Wealth Management- Market Director
Business Description:
Chase is the U.S. consumer and commercial banking business of JPMorgan Chase & Co. (NYSE: JPM), a leading global financial services firm with assets of $2.3 trillion and operations in more than 60 countries.  We serve more than 50 million consumers and small businesses through more than 5,600 bank branches, 18,700 ATMs, credit cards, mortgage offices and online and mobile banking as well as through relationships with auto dealerships.
Within Chase, Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses. Through a dedicated team of a banker and J.P. Morgan Advisor, Chase Private Client brings our affluent clients concierge banking from Chase and access to the investment expertise from J.P. Morgan. Chase Investment Services provides investment solutions to a broad range of customers through Chase Investment Advisors.
  • Primary manager directly responsible for employee and customer relationship management in a designated territory
  • Lead, develop and coach both new and tenured Advisors, including providing them with the right starting client base and accounts and ensuring that they have the right training, including service and product education
  • Accountable for sourcing, recruiting and recommending Advisor and Investment Associate talent, partnering with senior management to identify, recommend, vet and close top, more Senior, external Advisors
  • Responsible for performance managing Advisor talent while also executing on retention goals
  • Develop and maintain strong relationships with key partners in Consumer Bank (Market Directors-Banking and Branch Managers) and other parts of JPMC
  • Responsible for the appropriate segmentation of the business assigned to each Advisor
  • 5+ years proven experience coaching and managing all levels of Advisors from brand-new recruits through highly experienced Advisors
  • Bachelor Degree required
  • Proven ability to source and attract internal and external talent by building and maintaining personal network of contacts
  • Demonstrated ability to build relationships and partner with other areas of Consumer & Business Banking
  • High degree of investment services and product acumen, and keen interest in the financial markets
  • Strong communication skills, attention to detail and excellent follow-through
  • FINRA Series 7, 9/10 (or equivalent) and 66 (or equivalent) required in addition to meeting FINRA continuing education requirements
  • Ability to travel 50% of the time
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