JPMorgan Wealth Management - Regional Support Lead - Hudson Metro

Location: White Plains, NY, United States

Job Family: Branch Field Support

About the Role

At JPMorgan Chase, we are a leading global financial services firm with a strong commitment to innovation and client success in wealth management. As the Regional Support Lead for Hudson Metro, based in White Plains, NY, you will play a pivotal role in supporting our branch network to deliver exceptional services to high-net-worth clients. This position within our Branch Field Support category involves ensuring an optimal operating environment by addressing operational needs, driving efficiency, and upholding the highest standards of compliance and client satisfaction across the region. In this leadership role, you will collaborate closely with branch teams and corporate stakeholders to identify opportunities for improvement, implement best practices, and foster a culture of excellence. Your responsibilities will include overseeing daily operations, leading training initiatives on JPMorgan Chase's wealth management products, and analyzing performance metrics to support strategic goals. You will also manage regional projects, ensure regulatory adherence in line with SEC and FINRA guidelines, and leverage data-driven insights to enhance service delivery, all while mentoring a team dedicated to client-centric solutions. We value professionals who thrive in dynamic environments and are passionate about the financial services industry. Joining JPMorgan Chase offers not only the chance to contribute to a prestigious institution but also access to robust career development resources. If you have a proven track record in operational support and a dedication to excellence, this role provides an exciting opportunity to advance your career while making a meaningful impact in the Hudson Metro wealth management landscape.

Key Responsibilities

• Oversee regional support operations to ensure seamless branch functionality and optimal client service delivery in the Hudson Metro area
• Collaborate with branch managers to identify and resolve operational challenges, enhancing efficiency and compliance
• Lead training programs for branch staff on JPMorgan Chase policies, procedures, and wealth management products
• Monitor key performance indicators (KPIs) and implement strategies to meet regional targets for client satisfaction and growth
• Coordinate with cross-functional teams to support technology integrations and process optimizations
• Ensure adherence to all regulatory standards and conduct regular audits to mitigate risks
• Foster a high-performance culture by mentoring team members and driving professional development
• Analyze regional data to provide insights and recommendations for improving wealth management services
• Manage vendor relationships and support initiatives for branch infrastructure in White Plains and surrounding areas
• Act as a liaison between regional branches and corporate headquarters to align on strategic objectives

Required Qualifications

• Bachelor's degree in Business Administration, Finance, or a related field
• Minimum of 5 years of experience in financial services operations or branch support
• Proven leadership experience in managing regional teams within the wealth management sector
• Strong understanding of regulatory compliance requirements in the financial industry, including SEC and FINRA regulations
• Excellent organizational and project management skills with the ability to handle multiple priorities
• Proficiency in Microsoft Office Suite and financial software applications
• Ability to travel within the Hudson Metro region as needed

Preferred Qualifications

• Advanced degree or certification such as CFA or CFP
• Experience in JPMorgan Chase's wealth management operations
• Background in supporting high-net-worth client services
• Knowledge of digital banking tools and CRM systems like Salesforce
• Prior experience in process improvement initiatives within a banking environment

Required Skills

• Leadership and team management
• Regulatory compliance knowledge
• Project management
• Financial analysis
• Client service orientation
• Problem-solving
• Communication (verbal and written)
• Data analysis and reporting
• Process optimization
• Risk assessment
• Training and development
• CRM software proficiency
• Microsoft Excel expertise
• Adaptability to changing environments
• Stakeholder collaboration

Benefits

• Comprehensive health, dental, and vision insurance plans
• 401(k) retirement savings plan with company matching contributions
• Generous paid time off, including vacation, sick days, and holidays
• Tuition reimbursement for professional development and certifications
• Employee stock purchase plan and performance-based bonuses
• Wellness programs including gym memberships and mental health support
• Parental leave and family-friendly benefits
• Access to JPMorgan Chase's global mobility and career advancement opportunities

JP Morgan Chase is an equal opportunity employer.