Lead Management Jobs in California
Lead management jobs in California concentrate in technology, financial services, retail, and healthcare, where pipeline oversight, CRM strategy, and revenue operations drive consistent hiring from entry-level specialists to senior directors. San Francisco, Los Angeles, and San Diego are the largest hiring metros, and established employers such as Salesforce, Oracle, and Kaiser Permanente maintain active lead management teams across the state. The most in-demand specialties are CRM administration, marketing operations, and inside sales lead management. See the openings below and apply to the ones that match your experience.
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Showing 5 of 85+ Lead Management jobs
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive 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 J.P. Morgan Wealth Management businesses and One Chase partnerships. This role requires you to be flexible and work in an environment operating at a rapid pace.
Job responsibilities
- Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates
- Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise
- Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team
- Provide field feedback to practice management on key initiatives
- Review and approve time and attendance records for Private Client Investment Associates
- Assist with resolution of various technology issues
- Maintain and update Independent Advisor coverage report
- Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors of Wealth
- Maintain and track revenue share agreements for Private Client Investment Associates
- Strengthen relationships with internal business partners including One Chase partners and branch leadership
- Focus on the employee experience, help define and drive an inclusive culture within the organization
Required qualifications, capabilities, and skills
- At least 3 years of experience leading teams and coaching in a client-focused environment
- A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education requirements
- FINRA Series 9/10 (or equivalent), required or must obtain within 60 days of employment
- Ability to act as an innovative thinker able to drive future engagement with clients to provide an exceptional experience
- Ability to create a climate in which people want to do their best by motivating and empowering others by inviting input from each person and sharing ownership and visibility
- Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
- Possess strong communication skills, highly professional, attention to detail and excellent follow-through
- High degree of Wealth Management and investment product and technology acumen
- Ability to travel 25% of the time
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Investment Advisor Team Lead in J.P. Morgan Wealth Management, you will support the market and serve as a liaison between Advisors and Private Client Investment Associates. You will drive 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 J.P. Morgan Wealth Management businesses and One Chase partnerships. This role requires you to be flexible and work in an environment operating at a rapid pace.
Job responsibilities
- Partner with leadership in the coordination, implementation and messaging of key business initiatives to Private Client Investment Associates
- Support Private Client Investment Associate performance and development through onboarding and training, and periodic in field workshops to improve Private Client Investment Associate effectiveness and expertise
- Identify opportunities to develop and deliver best practices to meet and exceed our client expectations and creating a client obsession culture within the team
- Provide field feedback to practice management on key initiatives
- Review and approve time and attendance records for Private Client Investment Associates
- Assist with resolution of various technology issues
- Maintain and update Independent Advisor coverage report
- Serve as liaison and manage relationships between Private Client Investment Associates, Advisors, and Market Directors of Wealth
- Maintain and track revenue share agreements for Private Client Investment Associates
- Strengthen relationships with internal business partners including One Chase partners and branch leadership
- Focus on the employee experience, help define and drive an inclusive culture within the organization
Required qualifications, capabilities, and skills
- At least 3 years of experience leading teams and coaching in a client-focused environment
- A valid and active Series 7 and Series 66 (63/65) license in addition to meeting the FINRA continuing education requirements
- FINRA Series 9/10 (or equivalent), required or must obtain within 60 days of employment
- Ability to act as an innovative thinker able to drive future engagement with clients to provide an exceptional experience
- Ability to create a climate in which people want to do their best by motivating and empowering others by inviting input from each person and sharing ownership and visibility
- Demonstrated ability to collaborate across J.P. Morgan Wealth Management and with other One Chase partners i.e. Consumer Banking & Business Banking
- Possess strong communication skills, highly professional, attention to detail and excellent follow-through
- High degree of Wealth Management and investment product and technology acumen
- Ability to travel 25% of the time
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
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. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
See All 85 Lead Management Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
Find Lead Management JobsLead Management Jobs by City in California
Where California roles are concentrated, by current openings.
Lead Management Job Market in California
A snapshot from current California openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Retail
- Education
- Media & Entertainment
- Electronics & Hardware
- Construction & Real Estate
What California Employers Look For
The qualifications that appear most often in lead management jobs across California.
- Proficiency with CRM platforms such as Salesforce or HubSpot is required by most California employers
- Bachelor's degree in business, marketing, or a related field is typically expected for California roles
- Two or more years of experience managing lead pipelines or marketing operations in a professional setting
- Demonstrated ability to analyze funnel metrics and report performance to cross-functional California stakeholders
- Experience collaborating with California-based sales and marketing teams to align lead qualification criteria
- Familiarity with marketing automation tools such as Marketo or Pardot used by California technology and enterprise employers
Lead Management Jobs in California: Frequently Asked Questions
How do you become a lead management in California?
Most California employers hire lead management professionals who hold a bachelor's degree in business, marketing, or a related field combined with hands-on CRM experience. There is no state-issued license required for this role in California. Candidates who earn recognized platform certifications such as Salesforce Certified Administrator or HubSpot Marketing Software certifications gain a clear competitive edge in the California market, particularly in technology and financial services hiring.
Which companies hire lead managements in California?
California lead management roles are posted by Pacific Health, 85C Bakery Cafe, and AbbVie and others right now, based on current listings on Migrate Mate as of October 2026. California's dense concentration of technology headquarters, enterprise software firms, and large healthcare systems keeps demand for lead management talent consistently high across the state.
Which California cities have the most lead management jobs?
San Francisco, San Diego, and Los Angeles hold the most lead management openings in California. San Francisco's dominance reflects the city's concentration of enterprise software and SaaS headquarters, while Los Angeles draws demand from media, e-commerce, and financial services employers, and San Diego's strong biotech and defense sectors anchor hiring in that market.
Are there remote lead management jobs in California?
Yes, and more than most fields, because lead management work centers on CRM platforms, data analysis, and cross-functional coordination that translate well to distributed teams. About 78% of lead management openings tied to California are remote or hybrid as of October 2026, reflecting how readily California technology and marketing employers have adopted flexible arrangements. Roles focused on pipeline reporting and marketing automation tend to be the most consistently remote.
How can I get hired as a lead management in California with little or no experience?
The most realistic entry path is a sales operations coordinator or marketing coordinator role at a California technology or retail company, where lead queue management is part of the day-to-day work. Large California employers including Salesforce and Oracle run associate and rotational programs that place candidates in revenue operations functions without requiring prior lead management titles. Earning a Salesforce Certified Administrator credential or a HubSpot certification before applying signals readiness and is specifically recognized by California hiring managers in competitive markets such as San Francisco and Los Angeles.
Where can I find and apply to lead management jobs in California?
You can find and apply to lead management jobs in California on Migrate Mate, which lists current California openings. Search the listings to find roles that fit your experience level, location preference, and industry focus, then apply directly to the ones that match.
See All 85 Lead Management Jobs in California
Find roles in California that match your experience and apply in just a few clicks.
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