Job Description

Job Description

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, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Region Head in the U.S. Private Bank, you will promote team success by leading and acting as a role model to drive sales to meet ambitious revenue goals.  In addition to maximizing integrated team partnership by sharing best practices, you will also lead the region in the attainment of market share by deepening client relationships while meeting financial goals, including profitability, for the Regional Market. By developing a highly visible presence in the community, you will act as a catalyst for new business.

 

Job Responsibilities

 

• Develop operating strategy by defining and analyzing regional and team market opportunities
• Assess opportunities to set new client goals and targets for the team
• Oversee client planning process, set client priorities and ensure proper coverage of client needs
• Evaluate competition and identify business trends/issues that would lead to additional revenue opportunities
• Manage tactical product and region cycle sales
• Identify prospects, evaluate current client book for future potential, and mitigate client at-risk situations
• Ensure market leaders are developing client and prospective client plans/strategies

 

Required Qualifications, Capabilities, and Skills

• Ten plus years of experience in sales and management in financial services industry
• FINRA Series 7, 66, 9, 10 and Insurance licenses required for position; however, unlicensed candidates considered but required to obtain licenses within 120 days of start date
• Prior client management experience in financial services; broad understanding of needs and solutions for wealthy clients
• Strong communication and teamwork skills
• Ability to partner and operate effectively in a team based, matrix environment
• Proven success in managing full P&L responsibilities for large business
• Demonstrated ability to drive change and develop and execute an efficient, effective operating model 

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, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

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. Visit our  FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

About the Team

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 that span the full spectrum of asset classes through our 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.​

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