J.P. Morgan Advisors is seeking a Business Specialist to oversee the operations of a growing advisory book, partnering with leadership and coordinating workflow across the team to drive efficiency.
The role emphasizes client service, regulatory compliance, and growth opportunities, including supervising staff, onboarding new relationships, attending client meetings, and collaborating on portfolio analyses with the Financial Advisor.
#J-18808-LjbffrVice President, Wealth Operations & Client Strategy in new york at Unknown Company
This position is listed as full time and onsite.