J.P. Morgan Wealth Management - Market Director of Wealth, - Allentown, PA

Location: Allentown, PA, United States

Job Family: Branch Field Management

About the Role

At J.P. Morgan Wealth Management, we are seeking a dynamic Market Director of Wealth to lead our Allentown, PA branch in delivering exceptional financial advisory services to high-net-worth individuals and families. In this pivotal role, you will create a culture of excellence by building deep, trust-based relationships with clients while driving business growth in a competitive financial landscape. As a key member of our Branch Field Management team, you will oversee operations, inspire your team of advisors, and align local strategies with J.P. Morgan's global vision of innovative wealth solutions. Your leadership will be instrumental in expanding our market share, enhancing client satisfaction, and upholding the highest standards of integrity and compliance in the financial services industry. Reporting to regional leadership, the Market Director will spearhead initiatives to acquire new assets under management, optimize portfolio performance, and leverage J.P. Morgan's suite of investment products, including equities, fixed income, alternative investments, and estate planning services. You will collaborate closely with cross-functional teams to implement tailored wealth strategies that address the unique needs of the Allentown community, such as retirement planning amid local economic shifts and multi-generational wealth transfer. By fostering a high-performance environment, you will mentor advisors on best practices in client engagement, risk assessment, and digital tools, ensuring seamless delivery of personalized financial advice that empowers clients to achieve their long-term goals. This position offers a unique opportunity to shape the future of wealth management at one of the world's leading financial institutions. J.P. Morgan Chase is committed to innovation, diversity, and inclusion, providing the resources and support needed for you to thrive. If you are a seasoned leader passionate about financial services and ready to make an impact in the Allentown market, join us in redefining wealth management excellence.

Key Responsibilities

• Lead and mentor a team of financial advisors to foster a culture of excellence and high performance standards in the Allentown market
• Build and cultivate deep relationships with high-net-worth clients to drive asset growth and retention
• Develop and execute market-specific strategies to expand J.P. Morgan Wealth Management's presence and achieve business objectives
• Oversee branch operations, ensuring compliance with regulatory requirements and internal policies
• Collaborate with regional and national teams to align on product offerings, marketing initiatives, and client service enhancements
• Analyze market trends and competitive landscape to identify opportunities for business development
• Drive recruitment, training, and performance management of advisors to support team growth
• Monitor key performance metrics, including client satisfaction, revenue targets, and portfolio performance
• Represent J.P. Morgan Wealth Management in community and industry events to enhance brand visibility in Allentown, PA

Required Qualifications

• Bachelor's degree in Finance, Business Administration, or a related field
• Minimum of 10 years of experience in wealth management or financial services leadership
• Proven track record of building and leading high-performing teams in a competitive market
• Series 7, Series 66, and other relevant FINRA licenses required
• Deep understanding of wealth management products and regulatory compliance in the financial industry
• Experience managing market-level operations in a branch or regional setting
• Strong business acumen with demonstrated success in driving revenue growth and client acquisition

Preferred Qualifications

• MBA or advanced degree in Finance
• Prior experience in a Market Director or equivalent leadership role at a major financial institution
• Knowledge of the Pennsylvania financial market and local economic trends
• Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designation
• Experience with digital wealth management tools and client relationship platforms

Required Skills

• Leadership and team management
• Client relationship building
• Strategic planning and execution
• Financial analysis and market insight
• Regulatory compliance knowledge
• Sales and business development
• Communication and presentation skills
• Problem-solving and decision-making
• Data-driven performance tracking
• Networking and stakeholder engagement
• Risk management in wealth advisory
• Proficiency in financial software and CRM tools
• Adaptability to market changes
• Mentoring and coaching
• Cultural awareness in diverse client bases

Benefits

• Competitive base salary with performance-based incentives and bonuses
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs and tuition reimbursement for advanced certifications
• Employee stock purchase plan and access to financial wellness resources
• Wellness programs including gym memberships and mental health support
• Relocation assistance for eligible candidates moving to Allentown, PA

JP Morgan Chase is an equal opportunity employer.