Private Client Sales Strategy Support Manager, Vice President
Responsibilities
Identify opportunities and establish scalable processes with the firm's different lines business for the referral of client opportunities to J.P. Morgan Private Client.
Manage partnerships across the firm's lines of business to identify and operationalize referral opportunities in conjunction with Service and Product owners.
Work with appropriate partners to establish necessary controls, tracking and reporting of referrals to and from J.P. Morgan Private Client.
Oversee the protocols and execute transfers of clients across Lines of Business.
Requirements
At least 5 years in directly relevant fields (i.e., financial services and/or sales strategy/business development)
Experience with a strong consultative and project management background
Exceptional communication skills, effective in presenting recommendations to senior management and capable of partnering with multiple stakeholders
Proactive; takes initiative to identify solutions; executes with a sense of urgency
Excellent relationship management skills and ability to navigate a large, complex organization
Intellectually curious, client first mindset, team-oriented, and high energy level with passion for driving quantifiable business results
Experience anticipating and proactively addressing senior management concerns
Qualifications
Strong knowledge of business drivers
Skills
Strong consultative and project management background
Exceptional communication skills
Proactive approach to problem-solving
Excellent relationship management skills
Intellectually curious and client-first mindset
Benefits
Comprehensive health care coverage
On-site health and wellness centers
Retirement savings plan
Backup childcare
Tuition reimbursement
Mental health support
Financial coaching
Pay
Base salary determined based on the role, experience, skill set and location
Commission-based pay and/or discretionary incentive compensation, awarded in recognition of individual achievements and contributions
Schedule
Not specified