J.P. Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of JPMorganChase’s expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. J.P. Morgan Private Client is growing amid the launch of its new offering focusing on affluent families, individuals, and their businesses - and creating a continuum between Chase Private Client and J.P. Morgan Private Bank. As a member of this new team, you will participate in establishing a new business for J.P. Morgan Chase.
As a Vice President focused on Field Training for J.P. Morgan Private Client, you will support the strategy and execution of a Relationship Manager (RM) center of excellence which includes talent acquisition strategy, client advisory and sales training, and new RM onboarding. In addition, you will support training for Client Experience Specialist (CES’s).
Job Responsibilities
Supporting management and execution of end-to-end RM onboarding program that includes knowledge and skill development, practice management, and all controls-related processes and requirements (e.g., licensing) Helping develop high impact programing resulting in exceptional relationship managers able to build successful businesses through client acquisition and deepening existing client relationships Partnering and executing on strategies to attract and retain top client management talent to serve the affluent market at scale Working with the Sales Strategy team and Field Leaders to design and deploy effective training and development programs resulting in exceptional client outcomes and consistent business growth Supporting the execution of programmatic strategies and infrastructure to support RM recruiting, development, and retention that Field Leaders can deploy in their respective regions and markets Helping train-the-trainers (RMDs) to deliver coaching and programming at scaleRequired Qualifications, Skills, and Capabilities:
Direct experience working with affluent clients and/or subject matter expertise in the affluent wealth market Knowledge of affluent market and key drivers of client management success At least 5 years financial services experience with a strong consultative background Exceptional communication skills, effective in presenting recommendations to senior management and capable of influencing 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 Experience anticipating and proactively addressing management concerns