JPMorgan Chase
J.P. Morgan Wealth Management - Private Client Investment Associate Team Lead - Tempe, AZ
Tempe, AZ · Full-time · Posted Oct 23, 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, coordinates business initiatives, and partners across Wealth Management to improve client and employee experiences.
What you'll do
- Coordinate and communicate business initiatives; support associate onboarding, training, and development.
- Identify and deliver team best practices, provide field feedback, and manage relationships among associates, advisors, market directors, and internal partners.
- Review time and attendance records, assist with technology issues, and maintain coverage reports and revenue share agreements.
What they ask for
- At least 3 years of experience leading teams and coaching in a client-focused environment.
- Valid and active Series 7 and Series 66 (63/65) licenses, and compliance with FINRA continuing education requirements.
- FINRA Series 9/10 (or equivalent), required or obtainable within 60 days of employment.
- Ability to travel 25% of the time.
Model-written summary · the original posting is authoritative