J.P. Morgan Advisors - Business Specialist - Vice President
On-siteBoca Raton, Florida, United States
Job Summary
Oversee sales support efforts for J.P. Morgan Advisors teams by coordinating client service projects, supervising junior staff on hiring and performance, and regulating workflow to identify efficiency improvements. Act as the primary liaison between management, partners, and clients while attending meetings, resolving escalations, and implementing investment solutions to grow assets. Perform special portfolio analysis, coordinate new relationship onboarding, and ensure compliance with regulatory and risk management requirements. Requires seven years in financial services, strong client acumen, and ability to handle high-pressure assignments. Licenses 7 & 66 preferred and must be obtained within 180 days.
Required Qualifications
- 7 years' experience in Financial Services industry
- Strong understanding of the needs and sensitivities of clients
- Ability to work in a team-based environment
- Ability to handle multiple concurrent assignments with a high degree of accuracy and meet deadlines in a high-pressure environment
- Experienced in working on a team with at least two additional Sales Associate
- Bachelor's degree required
Desired Qualifications
- Licenses 7 & 66 strongly preferred
- Employment contingent on obtaining the necessary licenses within 180 days from start date
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