Retirement Desk Team Lead

As a Retirement Desk Team Leader, Vice President within J.P. Morgan Wealth Management, you will lead and develop a team of licensed Retirement Consultants who help clients navigate their retirement needs. You will foster a culture of excellence, accountability, and client focus while ensuring the team delivers consistently against business and regulatory expectations.

In this role, you will also help translate the strategic priorities of the Retirement business into action, lead your team through change, and partner across the organization to deliver key initiatives. You will have the opportunity to influence both the day-to-day performance of the team and the continued evolution of the Retirement business.

Job responsibilities

• Lead, coach, and develop a team of licensed Retirement Consultants, creating an environment focused on strong performance, engagement, and professional growth.
• Drive an exceptional client experience by ensuring consistent, high-quality execution across retirement-related service needs and client interactions.
• Lead through change and demonstrate agility, helping the team successfully adopt new initiatives, processes, and evolving business priorities while maintaining strong execution.
• Support the strategic and tactical priorities of the Retirement business, translating broader objectives into clear actions and partnering across teams to drive implementation and results.
• Provide clear, concise updates to senior leadership on team performance, key initiatives, risks, and opportunities, confidently communicating progress and business outcomes.
• Build and strengthen retirement expertise across the team, ensuring Retirement Consultants can clearly explain retirement accounts, products, and solutions to clients.
• Identify opportunities to deepen client relationships and connect clients with broader J.P. Morgan Wealth Management solutions when appropriate.
• Partner effectively across client-facing teams and internal business groups to drive strong execution and business outcomes.

• Maintain a strong risk and controls environment by ensuring adherence to firm policies, procedures, regulatory requirements, service-level expectations, and key performance measures.

Required qualifications, capabilities, and skills

• Minimum six years of financial services experience, including a minimum of one year in a leadership position.
• Valid and active Securities Industry Essentials exam, if registered after October 1, 2018.
• Valid and active Series 7 and Series 66 (or equivalent) licenses.
• FINRA Series 9/10 and CRPC or CFP designation; may be obtained within the first 120 days.
• Strong knowledge of individual retirement products and retirement accounts.

• In-depth knowledge of applicable retirement regulations and programs, including ERISA, Department of Labor requirements, Best Interest rules, managed accounts, and employee benefit programs.

Preferred qualifications, capabilities, and skills

• Bachelor’s degree.
• Demonstrated ability to lead teams effectively through change and evolving priorities.
• Strong written and verbal communication skills, including the ability to communicate effectively with senior leaders.
• Experience translating strategic business priorities into actionable plans and measurable outcomes.