JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate Team Lead - Columbus, OH
Columbus, OH · Full-time · Posted Oct 2, 2026
- Experience
- At least 3 years leading teams and coaching in a client-focused environment.
About the job
Leads and develops Private Client Investment Associates, coordinating business initiatives and partnerships to support growth and deliver a strong client experience.
What you'll do
- Coordinate and communicate business initiatives, and support associate onboarding, training, performance, and development.
- Build relationships among associates, Advisors, market leadership, and internal partners; share field feedback and promote best practices.
- Review time and attendance, manage coverage reports and revenue-share agreements, and assist with technology issues.
What they ask for
- At least 3 years of experience leading teams and coaching in a client-focused environment.
- Active Series 7 and Series 66 (63/65) licenses, and FINRA continuing education compliance.
- FINRA Series 9/10 (or equivalent), or obtain within 60 days of employment.
- Strong communication, collaboration, attention to detail, follow-through, and wealth management, investment product, and technology acumen; ability to travel 25% of the time.
Model-written summary · the original posting is authoritative