Jp Morgan Wealth Management - Managing Director jobs at Jpmorgan in United States, Denver

Job Responsibilities

• Utilize excellent credit analysis and financial modeling skills to underwrite and structure new transactions and work independently on the assigned credit portfolio.
• Appropriately assess risks / mitigants, balance risk / reward, diligently manage renewals, amendments and new transactions as well as maintain acceptable credit reporting metrics.
• Form well thought out, independent views and be able to voice your opinion in a clear, concise manner and to defend that position with partners and senior leadership.
• Lead complex leveraged finance transactions including negotiations and legal documentation for bilateral, syndicated and institutional finance structures.
• Work proactively, in a constructive, diplomatic manner, with both internal and external contacts to keep transactions moving.
• Act with a sense of urgency and execution to meet both internal and client deadlines.
• Partner effectively to develop fulsome client relationships, including being looked to as an expert on structuring and credit policy and will be viewed as the “go-to” person for credit by both internal partners and clients.
• Provide leadership in the market by being a positive contributor to the team, including being a mentor to less experienced team members, embracing change and participating in various projects or improvement exercises for the benefit of the organization.
• Demonstrate excellent communication skills both internally and externally and using those communication skills to effectively solve problems.

Required qualifications, capabilities and skills

• BA/BS/BBA degree is required
• Completion of a major corporate or commercial bank credit training program (or the equivalent corporate banking/corporate finance experience) and a thorough understanding of bank credit policies and procedures
• Minimum 5 years’ experience in commercial banking/lending including extensive credit analysis, structuring and loan documentation experience with leveraged finance transactions.
• Significant accounting and finance knowledge and superior financial modeling skills
• Strong working knowledge of credit agreements and other loan documentation along with solid negotiation skills
• Demonstrated excellent verbal and written skills, interpersonal skills, and analytical and problem-solving skills
• Excellent organizational and project management skills; able to manage competing priorities under tight deadlines
• Proven ability to collaborate and build strong partnerships.
• Intellectual curiosity with a proven ability to learn quickly
• High degree of initiative, self-direction, and ability to work well under pressure

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

• Ten plus years of work experience in Private Banking or Financial Services
• Bachelor’s Degree required
• Series 7, 66 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

• Proactive, takes initiative, and uses critical thinking to solve problems
• MBA, JD, CFA, or CFP preferred
• 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 Business Solutions Banker in Business Banking, you will be helping to improve the lives of our clients and the well-being of their businesses by offering financial solutions, education and advice. You will manage a portfolio of business or Not-for-Profit clients, and build relationships through providing financial education and innovative solutions with a focus on client experience.

Job responsibilities

• Deliver an outstanding experience to Chase Business Banking clients by proactively providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses
• Plan and conduct regularly-scheduled, agenda-based meetings with each client to understand their needs and goals; identify their banking needs, analyze current product usage, and pinpoint growth opportunities through Zoom and phone engagement; engage with clients through screen share tools to educate, guide, and assist the client with Chase online systems
• Use knowledge of banking, industry trends and internal tools to identify, recommend, and promote solutions that best serve the client while still working within risk parameters that protect the bank and ensure profitability of the portfolio
• Manage a portfolio of 225-275 high value business banking or Not-for-Profit clients by cultivating relationships to ensure a seamless client experience throughout Chase
• Understand the client’s short-term and long-term capital needs to identify and manage credit opportunities up to $250,000
• Understand the client’s cash flow cycle to identify Cash Management, Card, and Payment Solutions to help streamline and optimize processing efficiency for the client.; understand and recommend ways to keep clients’ funds and accounts protected
• Own client experience from end-to-end, engaging appropriate service teams to resolve issues; own the survey results for all assigned clients; and know when to escalate issues that require additional assistance or resolution

Required qualifications, capabilities, and skills

• Fluency with Mandarin and English languages required
• Minimum 3 years’ experience in a Business Banking Relationship Management or portfolio management role, or related business experience
• Maintain strong Zoom/phone-based and written communication skills with individuals at all levels internally and externally
• Ability to proactively build relationships with clients and internal partners, and influence others in a fast-paced environment to achieve desired outcomes
• Ability to take initiative and develop rapport to build and maintain client relationships virtually; to identify opportunities and issues by asking targeted questions to assess current client needs and goals; and to assess and recommend viable and appropriate solutions for the client
• General knowledge of core business products and services including deposit, lending, and cash management
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience

Job responsibilities

• Grow revenue by successfully prospecting and sourcing new treasury management business while retaining and expanding existing customer relationships.
• Create strategic dialogues around key client-centric issues, incorporating best practices, industry benchmarking, opportunity quantification and solution positioning
• Collaborate with bankers and clients at senior and strategic levels to proactively provide integrated treasury solutions within a consultative and client driven framework
• Independently lead business process reviews aligned to key client sales opportunities and engage industry solutions specialist for complex client business process reviews
• Raise new solution ideas while partner with internal product stakeholders to represent the client perspective in the development and evolution of complex products and solutions
• Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, and professional media platforms.
• Manage the non-credit risk for customer portfolio and monitor and enhance profitability of all assigned relationships

Required Qualifications, Capabilities and Skills

• 6+ years of cash management, sales and relationship management experience
• Success developing new business with focus on prospecting utilizing strong selling and negotiation skills
• Knowledge and understanding of Treasury Service products, credit and risk process, overdraft management discipline, and pricing philosophy
• Excellent verbal and written communication skills
• Ability to develop strong working relationships with clients, colleagues, external centers of influence (COI), and external consulting organization
• Strong time management, organizational and planning skills
• Demonstrated experience of meeting or exceeding sales goals; proven top individual contributor

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree
• Certified Treasury Professional designation
• Strong creative solution and problem-solving abilities

As a Regional Director of Wealth in J.P. Morgan Wealth Management, you will be responsible for driving growth across the region, creating a culture of effective management, and developing great leaders. You will play a vital role in delivering an extraordinary customer experience by empowering our talented employees to surprise and delight our customers during each and every customer interaction. The Regional Director of Wealth oversees Market Directors of Wealth. You will drive the integration of deposits, lending and investments regionally, lead and build belief in the branch model and achieve key, financial metrics including year over year revenue and profit growth, deepening client acquisition and expense management.

Job responsibilities

• Ensure that all employees are following policies and procedures to maintain a safe and compliant branch environment for customers
• Collaborate with partners firm-wide to provide a seamless “One Chase” experience for our customers. Work with branch teams to utilize technology to best meet customer needs
• Create a culture of risk management and control that acts with appropriate understanding, urgency, and knowledge of the ultimate responsibility to safeguard our customers and business.
• Strategize to lead the region during organizational change and develop regional strategy to achieve key financial targets, including YoY revenue and profit growth, net new money, and expense management
• Drive the integration of deposits, lending and investments regionally, leading and building belief in the branch model and achieving key, financial metrics including YOY revenue and profit growth, NNM, deepening, client acquisition and expense management
• Build strategies (client service model, client segmentation strategy, product solutions, etc.) and find opportunities to deepen and grow customer relationships (affluent and other segments)
• Coach and develop Market Directors of Wealth on best practice techniques about coaching, developing productive recommendations, and general management. Conduct detailed business reviews to deep dive into the results of all market directors
• Ensure talent and performance strategies are in place to attract, retain, and develop diverse employees by identifying and developing managers who build high performing teams
• Deliver on high performance standards and protect the firm and customers through adherence to policy, satisfactory audits and consistent execution of KYC and KYP
• Recruit and retain excellent talent as well as set the tone of commitment to diversity and inclusion

Required qualifications, capabilities, and skills

• 10+ years proven experience coaching and managing multiple layers of management and employees in the organization
• A valid and active FINRA Series 7, 66 (or equivalent) is required
• A valid and active FINRA Series 9/10 (or equivalent) is required and must be obtained or attained withina90 days of beginning employment
• Capability to understand the direction of the business and industry; can articulate vision to motivate and influence others
• Ability to effectively lead, coach and manage large organizations remotely
• Ability to improve speed to execution by operating well in an ambiguous / ever –changing environment. Ability to lead through change to support culture of accepting missteps in order to achieve success
• Act as an innovative thinker able to drive future engagement with customers to provide exceptional experience
• Demonstrated ability to build relationships and to proactively collaborate with all other areas of Consumer and Community Banking
• Ability to develop a diverse team and source and attract internal and external talent by building and maintaining personal network of contacts
• Create a climate in which people want to do their best; motivate and empower others by inviting input from each person and sharing ownership and visibility
• High degree of investment services and product acumen, and keen interest in the financial markets

Preferred qualifications, capabilities, and skills

• Bachelor Degree required