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JPMorganChase

JPMorgan Private Client Market Director - Palo Alto, CA

Job Posted 4 Days Ago Posted 4 Days Ago
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Hybrid
San Francisco, CA
Expert/Leader
Hybrid
San Francisco, CA
Expert/Leader
Lead a team of Relationship Managers to serve affluent clients, focusing on wealth management and banking solutions while achieving business objectives.
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Job Description
At JPMorganChase, we are committed to extraordinary client service, taking care of our employees, and building relationships while maintaining a strong commitment to diversity and inclusion. Using a best-in-class banking, lending, investment solutions and thought leadership, along with cutting edge digital technology, you will be front and center representing our brand and interacting with our employees and clients to offer them the best the firm has to offer.
As a Market Director within JPMorgan Private Client, you will lead and develop a team of highly skilled, office-based Relationship Managers. These managers serve affluent clients with over $1MM in investable assets, catering to their investment, banking, and lending needs. Your role will require strategic thinking, a passion for excellent client service, and a proven track record in building an omni-channel business aimed at meeting the financial needs of affluent clients. You will be responsible for promoting the delivery of comprehensive financial solutions that exceed client expectations and foster long-term relationships. Your role will also require proficiency in Sales and Practice Management, ensuring dynamic and consistent business performance at both the Relationship Manager and market level.
Job responsibilities

  • Develop and execute regional strategic plans to grow the affluent client segment and achieve business objectives
  • Recruit, lead, mentor, and develop a team of exceptional Relationship Managers delivering a holistic set of wealth, banking, and lending solutions for affluent clients with $1MM + in investable assets
  • Foster a culture and reputation of excellence, collaboration, and continuous improvement with the team and internal stakeholders
  • Set clear performance expectations and provide regular feedback and coaching to team members
  • Act as an escalation point for complex client issues, ensuring timely and effective resolution.
  • Build and maintain strong relationships with key clients and centers of influence.
  • Foster relationships with leaders across various lines of business to identify collaborative opportunities that enhance client relationships and support prospecting efforts
  • Represent the company at industry events and networking opportunities to enhance brand visibility and reputation
  • Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
  • Ensure teams operated within the firm's risk and controls framework, including the firm's Code of Conduct


Required qualifications, capabilities, and skills

  • Proven track record of growth and leadership building a business that features a holistic approach to wealth, banking, and lending for affluent clients
  • Minimum of 10 years of experience in banking, wealth management, or financial services, with a focus on serving affluent clients and at least 5 years of Advisor management experience required
  • Demonstrated ability to recruit, develop and coach exceptional professionals who can serve affluent clients across their wealth, banking, and lending needs
  • Ability to foster a client-centric culture
  • Strong understanding of wealth management, banking, and lending products and services
  • Excellent interpersonal, communication, and strategic thinking skills, excellent follow-through, and a strong commitment to upholding a sound risk and controls environment
  • Demonstrated ability to build and maintain internal partnerships across various departments to enhance service delivery and client satisfaction
  • Proven success in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach
  • Ability to travel 30% of the time


Preferred qualifications, capabilities, and skills

  • Bachelor's Degree preferred and/or equivalent experience


FEDERAL DEPOSIT INSURANCE ACT:
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
About Us
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
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.

Top Skills

Banking
Financial Services
Investment Solutions
Lending
Risk Management

JPMorganChase San Francisco, California, USA Office

San Francisco, CA, United States

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