J.P. Morgan Wealth Management - Regional Support Lead (Vice President) - Houston, TX
Company: JPMorganChase
Location: Houston
Posted on: April 1, 2026
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Job Description:
Description J.P. Morgan Wealth Management – Regional Support
Lead - Vice President – [Houston, TX] US Wealth Management offers a
wide variety of investment products and services through J.P.
Morgan’s advisors across Chase Wealth Management and J.P. Morgan
Securities as well as Digital Wealth Management and You Invest
platforms. It spans across ~4,000 Advisors that work out of 3,500
branches and 21 offices. The business is highly dynamic given the
rapid evolution of client behavior, presenting challenges in how we
evolve to meet client needs as well as opportunities to serve our
clients more efficiently and effectively. Reporting to the
Divisional Strategy & Support Manager and aligned with a Regional
Director – Wealth and serve as a liaison to the Market
Directors-Wealth, driving the execution of key strategies and
tactics that focus on growth and a world class client experience.
You will collaborate with key partners across the Wealth Management
business and One Chase partnerships. This role requires
flexibility, and the ability to work in an environment operating at
a rapid pace Job responsibilities · Reporting to a Regional
Director- Wealth, provide day-to-day support, drive and track
regional focus on Investment growth plans across markets · Partner
with Divisional Strategy and Support Manager to assist in the
coordination, implementation, and messaging of key business
initiatives · Partner with the Regional Director of Wealth to track
and drive execution on strategic initiatives across all markets ·
Partner with Market Directors of Wealth to support Advisor
performance and development through onboarding and training, and
periodic in field workshops to improve Advisor effectiveness and
expertise · You will identify opportunities to develop and deliver
action plans, best practices and people objectives across the
region and within markets · Partner with Divisional support team to
assist in the coordination, implementation and messaging of key
business initiatives · Strengthen relationships with internal
business partners at the region level to enhance and influence a
culture of One Chase, i.e. Consumer, Home Lending, Business
Banking, Card · Lead identification and sharing of best practices
in delivering on our passion to meet and exceed our client
expectations and creating a client obsession culture · Coordinate
with the Business Manager to drive scorecard results, coordination
business review plans and content · Partners with the Business
Manager to meet staffing targets, with a focus on Advisor
recruitment and attrition tracking · Support approach to regional
and local event planning · Focus on the Employee Experience;
coordinate with Culture Council to understand and implement
opportunities and recommendations to drive engagement · Serve as
proxy in Regional Director of Wealth’s absence Required
qualifications, capabilities, and skills · 3-5 years proven
experience leading projects and working with business leaders in a
client-focused environment · Innovative thinker able to drive
engagement with peers and partners · Creates a climate of
collaboration in which people want to do their best; motivates and
empowers others by inviting input from each person and sharing
ownership and visibility · Demonstrated ability to collaborate
across Wealth Management and with other One Chase partners i.e.
Consumer, Home Lending and Business Banking · Strong communication
skills, attention to detail and excellent follow-through · Working
knowledge of Wealth and/or investment product and technology acumen
· Ability to travel 50% of the time
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