As the Retirement Desk Team Leader, you will be focused on coaching, managing, and leading licensed Retirement Consultants to deliver an exceptional and welcoming experience for prospective investors, existing clients, and advisors by identifying the best solution for them. The team will work closely with clients/prospects focusing on retirement relationships to meet their comprehensive service needs and orient the client to the products, services, and platforms that best suit their financial needs. Your team will make inbound and outbound phone calls to both clients and prospects and introduce prospective clients to advisors to enhance their overall relationship; ultimately creating a world class first impression that nurtures the client relationship while acclimating investors new to Wealth Management. A successful Team Leader creates a culture of excellence in an environment that meets the high expectations of JPMorgan Chase clients as well as new to JPMorgan Chase & Co; by building deep relationship, driving a high-performance team and a client obsessed culture.

Job responsibilities

You will be responsible for coaching, managing, and leading a team of licensed Retirement Consultants who are expected to consistently deliver in the following ways:

• Client Experience - provide exceptional service and flawless execution on all service requests and inquiries, such as: understanding their digital experience, where to find forms, questions on equity holdings, and transacting on shares

• Education - become an expert in the different types of retirement accounts and products and be able to articulate these nuances in a professional, easy-to-understand format both written and verbally

• Business Development - be able to identify potential business opportunities between J.P. Morgan and the client to engage in broader wealth management products/services. You will serve as the gateway to broader financial solutions available.

• Market Partnership - effectively collaborate with respective client-facing teams and internal business groups to deliver and execute client transactions

• Risk & Controls - adhere to and maintain the firm's controls, policies, procedures, and FINRA regulations. This will include monitoring and adhering to certain SLAs and KPIs

Required qualifications, capabilities, and skills:

• Minimum six years of Financial Services experience with minimum of 1 year in a leadership position.

• If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam.

• A valid and active Series 7 and Series 66 license is required.

• FINRA Series 9/10 and CRPC or CFP designation is required. CRPC may be obtained within the first 120 days.

• Strong background in Individual retirement products and technical knowledge of retirement accounts and how they work.

• In-depth knowledge of ERISA, Department of Labor, Best Interest rules, Managed Accounts and Employee Benefit Programs

Preferred qualifications, capabilities, and skills

• Bachelor's Degree

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. 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.

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