JPMorgan Private Client Market Director - Palo Alto, CA

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.