About JP Morgan Wealth Management

J.P. Morgan Wealth Management, with client assets of $2.4 trillion, is a global leader in investment and wealth management. Its clients include institutions, high-net-worth individuals and retail investors in every major market throughout the world. The division offers investment management across all major asset classes including equities, fixed income, alternatives, multi-asset and money market funds. For individual investors, the business also provides retirement products and services, brokerage and banking services including trusts and estates, loans, mortgages and deposits.

Job summary

Wealth Management Operations supports the JPMorgan Private Bank and Chase Wealth Management.

The Private Bank is the world's premier service provider for ultra and high net worth individuals. Our goal is to help these affluent individuals across the globe optimize their wealth, after taxes and across generations. As a member of our Wealth Management Operations you will provide end-to-end support for all aspects of the client experience, working closely with client service, fiduciary, product specialty groups, third party vendors and other internal groups. Chase Wealth Management encompasses our Chase Private Client (CPC) and Chase Investment Services businesses.

Job responsibilities

• Adapt to the growing regulatory changes in the investment industry by opening and servicing brokerage accounts.
• Responsible for the principal review of new accounts and servicing brokerage accounts for the firm.
• You will ensure compliance with all department and regulatory (AML, SEC, DOL, FINRA, etc.) requirements.
• You will supervise the maintenance of retail as well as managed brokerage accounts.
• Aid with operation control and review procedure updates.
• Support testing to validate new technology updates.
• Assist with long term strategic planning for the department.

Required qualifications, capabilities, and skills

• Must hold or obtain Series 7 and 24 licenses for this position
• Candidates that currently hold the Series 7 must obtain the Series 24 within 90 days of hire date
• Candidates that do not hold either the Series 7 or 24 must obtain both licenses with 120 days of hire date
• Proven interpersonal, team-oriented skills
• Results oriented team player
• Strong problem solving skills
• Able to organize/manage multiple priorities and projects coupled with the flexibility to quickly adapt to ever changing business needs and requirements

Preferred qualifications, capabilities, and skills

• Strong spreadsheet, database, and reporting skills. Experience with Access is preferred
• Brokerage experience is preferred
• Bachelor's Degree is preferred
• Management experience is helpful

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the "WELL Health-Safety Rating" for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm's current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm's vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, discretionary incentive compensation which may be 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.

Equal Opportunity Employer/Disability/Veterans