JPMorgan Chase
J.P. Morgan Wealth Management - Retirement Desk Team Lead, Vice President
Plano, TX · Director · Full-time · Posted Oct 29, 2026
- Experience
- Minimum six years in financial services, including a minimum of one year in a leadership position.
- Education
- Bachelor’s degree preferred.
About the job
Leads and develops licensed Retirement Consultants, ensuring strong client service, business execution, and adherence to risk and regulatory expectations.
What you'll do
- Coach and develop the team, drive performance, and build retirement expertise.
- Translate Retirement business priorities into team actions, lead change, and partner across the organization.
- Monitor client experience, business outcomes, and risk controls; communicate progress, risks, and opportunities to senior leaders.
What they ask for
- At least six years of financial services experience, including at least one year in a leadership position.
- Valid and active Series 7 and Series 66 (or equivalent) licenses; Securities Industry Essentials exam if registered after October 1, 2018.
- FINRA Series 9/10 and CRPC or CFP designation, which may be obtained within the first 120 days.
- Strong knowledge of individual retirement products, retirement accounts, and applicable retirement regulations and programs.
Nice to have
- Bachelor’s degree.
- Experience leading through change or translating strategic priorities into actionable plans and measurable outcomes.
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