U.S. Private Bank - Market Team Lead - Frisco, TX

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, you will work alongside a team of talented colleagues from other markets, businesses and functions to take your career to the next level.

About the role

As a Market Team Lead in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform with resources, specialists and intellectual capital to help clients achieve their desired goals.

In addition to managing and building your own book of business, you will develop and retain a local team of Client Advisors and partner with local leadership on strategy, hiring, and training.

Responsibilities

• Manage and build relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base and new client acquisition; advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Act as a business coach to help the team generate new business and challenge them to think creatively about approaching opportunities; share best practices and lessons learned across the team
• Participate in developing the team's business plan and ensure goals and objectives are being measured and achieved on an individual and team level
• Provide ongoing coaching, feedback and development to local Client Advisors
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed; connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals-based planning approach while strictly adhering to all risk and control policies, regulatory guidelines and security measures

Requirements

• 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; unlicensed candidates considered but required to obtain licenses within 120 days of start date
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• 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
• Ability to attract, retain and develop 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

Benefits

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

Pay

Competitive total rewards package including base salary determined based on the role, experience, skill set and location. 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.

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise spanning the full spectrum of asset classes through a global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.