J.P. Morgan Wealth Management - Private Client Investment Associate Team Lead - Jacksonville, FL

Location: Jacksonville, FL, United States

Job Family: Client Service

About the Role

At J.P. Morgan Wealth Management, we are dedicated to helping high-net-worth clients achieve their financial goals through personalized investment strategies and exceptional service. As a Private Client Investment Associate Team Lead in our Jacksonville, FL office, you will report directly to the Client Service Manager and play a pivotal role in managing a team of Investment Associates while serving as the key liaison between Financial Advisors and support staff. This position is ideal for a seasoned professional passionate about wealth management, offering the opportunity to lead initiatives that drive client satisfaction and business growth in a collaborative, innovative environment. Your primary responsibilities will include overseeing team operations, ensuring the accurate preparation of investment analyses and client reports, and fostering strong internal partnerships to deliver seamless advisory services. You will mentor your team on best practices in portfolio management, compliance, and client interactions, while contributing to the development of tailored solutions for private clients. In this role, you will leverage J.P. Morgan's cutting-edge tools and resources to analyze market trends, mitigate risks, and support Advisors in crafting sophisticated wealth plans that align with clients' objectives, all while upholding the firm's commitment to integrity and excellence in the financial services industry. Joining J.P. Morgan means becoming part of a global leader in finance with a strong presence in Jacksonville, where you'll benefit from robust professional development opportunities and a culture that values diversity and inclusion. This Team Lead position not only allows you to advance your career in wealth management but also positions you to make a meaningful impact on clients' financial futures in a dynamic, supportive setting.

Key Responsibilities

• Lead and mentor a team of Investment Associates, ensuring high performance and professional development
• Serve as the primary liaison between Financial Advisors and Investment Associates to facilitate seamless client service
• Oversee the preparation of investment proposals, portfolio reviews, and client reporting materials
• Monitor team adherence to J.P. Morgan's compliance standards and regulatory requirements
• Coordinate client onboarding processes, including account setup and documentation
• Analyze client portfolios and provide insights to support Advisors in delivering tailored wealth management solutions
• Manage daily operational workflows to optimize efficiency and client satisfaction
• Collaborate with the Client Service Manager to implement strategic initiatives for team growth
• Handle escalated client inquiries and resolve issues promptly to maintain service excellence
• Contribute to business development efforts by supporting Advisors in client acquisition and retention

Required Qualifications

• Bachelor's degree in Finance, Business Administration, Economics, or a related field
• Minimum of 5 years of experience in wealth management, financial services, or client service roles
• Series 7 and Series 66 (or equivalent) securities licenses required
• Proven leadership experience in managing teams within a financial advisory environment
• Strong understanding of investment products, portfolio management, and regulatory compliance
• Excellent communication and interpersonal skills to liaise between advisors and support staff
• Ability to thrive in a fast-paced, high-stakes financial services setting

Preferred Qualifications

• Advanced degree (MBA) or certifications such as CFP (Certified Financial Planner)
• Experience in J.P. Morgan Wealth Management or similar high-net-worth client services
• Familiarity with CRM systems like Salesforce and financial planning software
• Prior supervisory role in a branch or team lead capacity within banking or investments
• Knowledge of Jacksonville's local market and regulatory landscape

Required Skills

• Leadership and team management
• Financial analysis and portfolio management
• Client relationship management
• Regulatory compliance knowledge (SEC, FINRA)
• Investment product expertise (equities, fixed income, alternatives)
• Communication (verbal and written)
• Problem-solving and decision-making
• CRM software proficiency (e.g., Salesforce)
• Time management and organizational skills
• Attention to detail
• Interpersonal and negotiation skills
• Data analysis and reporting
• Risk assessment
• Adaptability in dynamic environments
• Ethical judgment in financial advising

Benefits

• Competitive base salary with performance-based bonuses and incentives
• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with generous company matching contributions
• Paid time off, including vacation, sick days, and parental leave
• Professional development programs, including tuition reimbursement and leadership training
• Employee stock purchase plan and access to J.P. Morgan's wealth management resources
• Wellness programs with gym memberships, mental health support, and financial wellness coaching
• Flexible work arrangements and relocation assistance for qualifying roles

JP Morgan Chase is an equal opportunity employer.