U.S. Private Bank - Head of Investments & Advice - Executive Director or Managing Director

JPMorgan Chase • Tampa, FL • 10h ago

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 the Head of Investments and Advice in the U.S. Private Bank, you will lead the Investor team within the respective market and manage responsibilities as a Senior Investor. Collaborating closely with the Regional Investment Team Leader and Market Manager, you will help drive the overall priorities of the Investor team. Furthermore, you will play a key role in coordinating sales initiatives with Capital Advisors, Fiduciary Administrators, and Wealth Advisors.

Job Responsibilities

Keep up to date with markets, investments and new solutions

Hold weekly Investor team meeting to communicate information, priorities, identify target client opportunities appropriate for sales and investment priorities, etc.

Execute and measure a sales and risk management process, to achieve numerous business goals

Actively engage with Investors in preparing for client and prospect meetings, as well as post call debriefs

Create, schedule, lead internal training sessions about investments and new products

Implement standards around client experience relating to investments throughout entire sales and relationship continuum (initial meeting/pitch, portfolio management, ongoing advice, client review)

Partner with Market Manager on various items including: executing market strategy to achieve business results, assessing current landscape and strategy to prosecute opportunities within the market, sales management (NNC, Flows, AUM, Priorities, etc.)

Required Qualifications, Capabilities, and Skills

Bachelor's degree required

Ten plus years of experience in Private Banking or Financial Services industry.

Prior experience providing complex investment solutions to Ultra and High Net Worth families and/or individuals.

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

Preferred Qualifications, Capabilities, and Skills

MBA or CFA preferred

Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals.

Meaningful experience and/or knowledge of hedge funds, private equity and alternative investments.

Able to execute trades smoothly and seamlessly in regard to executing and managing brokerage activity.

Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning.

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

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