J.P. Morgan Advisors – Assistant Regional Director, Executive Director

Company Details

JPMorgan Chase Bank, N.A.

JPMorgan Chase & Co . is a leading global financial services firm with assets of more than $2.7 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset& Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking

Our Business:

J.P. Morgan Advisors: At JPMorgan Advisors (JPMA), we have been helping high net worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Financial Advisors throughout the United States, JPMA offers clients a broad suite of transactional, wealth management and investment advisory services. Our Financial Advisors are among the most experienced and creative in the industry. We excel at leveraging the vast resources of one of the world’s leading global financial institutions on behalf of our clients.

The ARD Role functions as an individual contributor, reporting directly to the Regional Director. The ARD is a member of the RD’s leadership team, responsible for a wide variety of delegated functions related to the RD’s overall responsibilities for parent and associate offices.


  • Assisting the Regional Director in directing and leading the branch to acquire and drive business opportunities in the local market
  • Partners with the Banking & Investment product specialists to ensure full capabilities of the firm are packaged for FAs to bring to clients
  • Interacts with FAs on an advanced level regarding sales activities, account information, procedures, systems and range of financial services products
  • Responsible for the agenda, topics and materials for sales meetings
  • Partners with the RD on recruiting and acquiring Advisors and teams
  • Strong interpersonal and communication skills through written and formal/informal presentations
  • Focused on establishing strong working relationships with the other members of the regional leadership team and promoting teamwork
  • Demonstrates strong business acumen and operates/leads in a client centric way
  • Communicates effectively with a proven ability to influence others and lead change
  • Oversees requests and escalations from the FAs as delegated by the RD
  • Manages risk and ensures the broader organization is protecting the interests of the firm while enhancing the client experience
  • Responsible for ongoing risk and supervisory management responsibilities as delegated by RD
  • Knows when to escalate concerns to the RD and senior management
  • Understands and adheres to our risk management processes, policies and tools


  • +5 years of management or relevant experience within the financial services industry as a sales practice leader and/or assistant branch/regional manager
  • Series 7 and 66 or 63/65 required
  • Series 9/10 required within 60 days of hire (condition of employment)
  • Strong commitment to the client experience
  • Proven ability to attract and recruit external talent
  • Ability to face off with our most senior FAs and largest clients
  • Strong analytical, problem solving and decision-making skills
  • Ability to handle competing demands and multiple requests
  • Project management background
  • Strong integrity and judgment skills
  • Proven management and coaching skills
  • Excellent communication and presentation skills

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

Equal Opportunity Employer/Disability/Veterans

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