Mid-cap Investment Banking - Southeast Region Executive Director jobs at Jpmorgan in United States, Atlanta

As a Private Banker 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 both 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 that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain 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
• 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 that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Job responsibilities

• Maintain complex and detailed calendar; Screen incoming calls and determine the level of priority, while using caution in dispensing information
• Manage the coordination and logistics of both internal and external calls and meetings
• Arrange and coordinate complicated domestic and international travel
• Organize all aspects for offsite conferences and external events, including catering and transportation
• Process invoices and T&E expense reports for team members. Ensure all policies are followed and items are processed within provided guidelines. Act as a subject matter experts for policies and procedures
• Assist with staff on-boarding and off-boarding, which includes requesting equipment setup and system access
• Produce high quality emails and messages to individuals at all levels of the organization; Maintain current organizational charts and Executive Bio’s; Assist in editing spreadsheets and presentations, including printing and binding, for client meetings
• Handle regular activities without prompting, and advise in advance with issues or delays
• Work cooperatively with the administrative assistants team in positive partnership to support each other smoothly
• Lead and coordinate on ad hoc projects as requested

Required qualifications, capabilities, and skills

• At least five years of administrative experience
• Advanced ability to organize, prioritize and multitask
• Discretion and good judgment in confidential situations and proven experience interacting with senior management
• Strong interpersonal, written, and oral communication skills
• Strong proficiency in Microsoft Office Suite
• Excellent telephone etiquette and ability to manage competing priorities such as calendar management

Preferred qualifications, capabilities, and skills

• Experience supporting at the Managing Director level (or equivalent) or higher
• College degree is a plus

As a Private Banker 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 both 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 that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain 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
• 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 that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

As a Tech Risk & Controls Director in the Cybersecurity Technology and Controls line of business, you will play a pivotal role in shaping and implementing the firm's technology risk management strategy. Leveraging your advanced knowledge and expertise in AI/ML technology-risk disciplines, you will identify, oversee, and mitigate compliance and operational risks in line with the firm's standards. You will collaborate with various stakeholders, including Product Owners, Business Control Managers, and regulators, to develop and maintain a comprehensive view of the technology risk posture and its impact on the business. Your ability to make calculated decisions, manage large teams, and drive strategic projects will be crucial in ensuring the firm's adherence to regulatory obligations and industry best practices. Your work will contribute to the long-term success and resilience of the organization in an ever-evolving technology landscape.

Job responsibilities

• Conduct in-depth root cause analysis to identify underlying issues in technology risk governance and compliance, ensuring comprehensive implementation and effective AI/ML risk mitigation strategies.
• Stay abreast of AI/ML technology trends and risk scenarios, integrating insights into the firm's risk management framework to proactively address emerging threats.
• Support the design and evaluation of compensating controls that mitigate emerging risks, leveraging firm risk management strategies and industry best practices to enhance the firm's resilience against evolving cyber threats.
• Develop and implement technology risk management strategies, policies, and processes to identify, assess, and mitigate risks, and drive strategic projects and initiatives to enhance the firm's technology risk management capabilities, in line with industry best practices and the firm's standards and regulatory requirements
• Identify and escalate emerging and upstream technology risk through execution of the Firm’s management framework tools, including risk event management, reporting, and action plan tracking, and provide expert counsel to stakeholders and constituents regarding their security obligations, facilitating acceptable outcomes
• Establish and maintain strong relationships with internal and external stakeholders, including key cross-functional team leads, regulators, and auditors, to ensure compliance with legal, regulatory, and industry standards
• Manage reporting and governance of overall controls, policies, issue management, and measurements, etc., providing insight to senior leaders into effectiveness of controls and inform governance work

Required qualifications, capabilities, and skills

• 7+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on managing risk identification, assessment, and mitigation
• Demonstrated expertise in risk management frameworks, industry standards, and regulatory requirements relevant to the financial industry
• Proven ability to lead large teams, manage cross-functional projects, influence executive-level strategic decision-making, and effectively translate technology insights to business strategy in communications with senior executives
• Advanced knowledge and experience leading Artificial Intelligence and Machine Learning security, risk assessment & reporting, and control evaluation, design, and governance, with a track record of implementing effective risk mitigation strategies

Preferred qualifications, capabilities, and skills

• Experience with security and technology risk management approaches for GenAI/LLM and Agentic AI Systems.
• Experience in building, evaluating, or testing AI/ML systems, demonstrating the ability to integrate advanced technologies into risk management processes.

As a Tech Risk & Controls Director in the Cybersecurity Technology and Controls line of business, you will play a pivotal role in shaping and implementing the firm's technology risk management strategy. Leveraging your advanced knowledge and expertise in AI/ML technology-risk disciplines, you will identify, oversee, and mitigate compliance and operational risks in line with the firm's standards. You will collaborate with various stakeholders, including Product Owners, Business Control Managers, and regulators, to develop and maintain a comprehensive view of the technology risk posture and its impact on the business. Your ability to make calculated decisions, manage large teams, and drive strategic projects will be crucial in ensuring the firm's adherence to regulatory obligations and industry best practices. Your work will contribute to the long-term success and resilience of the organization in an ever-evolving technology landscape.

Job responsibilities

• Conduct in-depth root cause analysis to identify underlying issues in technology risk governance and compliance, ensuring comprehensive implementation and effective AI/ML risk mitigation strategies.
• Stay abreast of AI/ML technology trends and risk scenarios, integrating insights into the firm's risk management framework to proactively address emerging threats.
• Support the design and evaluation of compensating controls that mitigate emerging risks, leveraging firm risk management strategies and industry best practices to enhance the firm's resilience against evolving cyber threats.
• Develop and implement technology risk management strategies, policies, and processes to identify, assess, and mitigate risks, and drive strategic projects and initiatives to enhance the firm's technology risk management capabilities, in line with industry best practices and the firm's standards and regulatory requirements
• Identify and escalate emerging and upstream technology risk through execution of the Firm’s management framework tools, including risk event management, reporting, and action plan tracking, and provide expert counsel to stakeholders and constituents regarding their security obligations, facilitating acceptable outcomes
• Establish and maintain strong relationships with internal and external stakeholders, including key cross-functional team leads, regulators, and auditors, to ensure compliance with legal, regulatory, and industry standards
• Manage reporting and governance of overall controls, policies, issue management, and measurements, etc., providing insight to senior leaders into effectiveness of controls and inform governance work

Required qualifications, capabilities, and skills

• 7+ years of experience or equivalent expertise in technology risk management, information security, or a related field, with a focus on managing risk identification, assessment, and mitigation
• Demonstrated expertise in risk management frameworks, industry standards, and regulatory requirements relevant to the financial industry
• Proven ability to lead large teams, manage cross-functional projects, influence executive-level strategic decision-making, and effectively translate technology insights to business strategy in communications with senior executives
• Advanced knowledge and experience leading Artificial Intelligence and Machine Learning security, risk assessment & reporting, and control evaluation, design, and governance, with a track record of implementing effective risk mitigation strategies

Preferred qualifications, capabilities, and skills

• Experience with security and technology risk management approaches for GenAI/LLM and Agentic AI Systems.
• Experience in building, evaluating, or testing AI/ML systems, demonstrating the ability to integrate advanced technologies into risk management processes.

As a Private Banker 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 both 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 that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job Responsibilities

• Manage and maintain 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
• 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 that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, and Skills

• Six plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong community presence with an established network
• Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
• Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, and Skills

• MBA, JD, CFA, or CFP preferred
• Proactive, takes initiative, and uses critical thinking to solve problems
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
• Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
• Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

Join our dynamic team as a Reference Data Analyst, where you'll play a pivotal role in managing and maintaining Client reference data within our cutting-edge Party Central applications. In this exciting position, you'll collaborate with requestors and business partners, leveraging your strong analytical skills to conduct insightful data analysis and ensure the accuracy and integrity of our data.

Job Summary

As a Reference Data Analyst within the Party Central applications team, you will manage and maintain client reference data. You will liaise with requestors and business partners, conduct data analysis, and maintain MIS reports, all while leveraging your strong analytical skills and teamwork abilities.

Job Responsibilities:

• Lead daily operations related to Party Central, focusing on setup, maintenance, and updates on client accounts.
• Validate and diligently review documentation
• Ensure requests are authorized and clearly understood before actioning.
• Ensure the procedural guidelines are followed without any misses
• Proactively resolve open issues and escalations, keeping Management in the loop
• Act as a primary contact for internal stakeholders, ensuring effective communication.
• Manage training needs of the team along with ensuring completion of the mandatory targets
• Provide expertise on client hierarchies, ownership structures, and regulatory obligations.
• Support audit requirements with timely and accurate data retrieval and documentation.
• Develop and maintain standard operating procedures and control frameworks.

Required Qualifications, Skills, and Capabilities:

• University graduate with 2 years of experience in financial services or related industries.
• Fluency in written and spoken English with strong communication skills.
• Proficiency in party reference data, client onboarding, and KYC processes.
• Proficient in advanced Excel and PowerPoint, with strong analytical skills and attention to detail.