U.S. Private Bank - Market Team Lead - Executive Director

Job Responsibilities

• Earn trust with clients by thoroughly understanding their needs
• Provide targeted advice and develop thoughtful solutions
• Deliver an exceptional client experience
• Generate business results and acquire new assets
• Advise clients on their overall balance sheet
• Manage and build relationships with clients
• Develop and retain a local team of Client Advisors
• Partner with internal specialists to provide interdisciplinary expertise
• Ensure proposed solutions fulfill clients' needs and objectives

Required Qualifications, Capabilities, And Skills

• Ten plus years of work experience in Private Banking or Financial Services industry
• Five plus years of experience in a leadership position
• Bachelor's degree required
• FINRA Series 7, 66, 9, 10 and Insurance licenses required for position

Preferred Qualifications, Capabilities, And Skills

• MBA, JD, CFA, or CFP preferred
• Proven record of being a player-coach within a high performing team model
• Proven sales success and strong business acumen
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Proven record of attracting, retaining and developing a high performing Client Advisor team
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

About Us

JPMorganChase, 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 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, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

Additional Details

• Comprehensive health care coverage
• On-site health and wellness centers
• A retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Equal Opportunity Employer

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.