דרושים Product Director ב-גיי פי מורגן ב-United States, San Francisco

Job Responsibilities:

• Act as a primary interface with our Mid-Cap Investment Banking Team
• Acquire new clients and maintaining and deepening a portfolio of relationships.
• Act as the interface between our financial sponsors team and portfolio companies
• Growing and retain profitable relationships within the Mid-Corporate Banking target market
• Champion a culture of innovation and a customer centric mindset
• Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
• Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies

Required Qualifications, Capabilities and Skills:

• Fifteen years plus years of lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
• Ability to collaborate with internal partners and resources
• Demonstrated experience of meeting or exceeding sales goals
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Deep local connections and market knowledge
• Corporate finance expertise and strong transaction execution skills
• FINRA Series 24, 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills:

• Bachelor’s degree and formal credit training
• Sales management, business development skills, proficiency in building and maintaining positive client relationships
• Experience with Financial Sponsors, Direct Lending and Capital Markets Solutions.
• Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
• Excellent business judgment, strategic thinking, self-directed, proactive and creative

FEDERAL DEPOSIT INSURANCE ACT:

As the Market Director within our team, you will be at the forefront of representing our brand by utilizing best-in-class banking, lending, investment solutions, and thought leadership, along with cutting-edge digital technology. You will lead and develop a team of highly skilled Relationship Managers who nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. Your role requires strategic thinking, a passion for exceptional client service, and a history of successfully building omni-channel businesses to meet the financial needs of affluent clients. Additionally, you'll need expertise in Sales and Practice Management to ensure dynamic and consistent performance at both the Relationship Manager and market levels.

Job responsibilities

• Recruit, lead, mentor, and manage a team of exceptional Relationship Managers. Foster their professional growth by providing training and development opportunities. Ensure they deliver the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Spearhead the development and execution of market strategic plans aimed at expanding the affluent client segment. Focus on achieving business objectives by identifying growth opportunities and implementing innovative strategies that align with the JPMorgan Private Client vision.
• Build and maintain strong relationships with key clients and centers of influence. Leverage these relationships to enhance client satisfaction, loyalty, and advocacy, ultimately driving business growth.
• Foster relationships with leaders across various lines of business to identify collaborative opportunities. Work together to enhance client relationships and support prospecting efforts, ensuring a seamless and integrated client experience.
• Promote a culture of excellence, collaboration, and continuous improvement within the team and among internal stakeholders. Encourage open communication, knowledge sharing, and a commitment to delivering outstanding client experiences.
• Establish clear performance expectations for team members. Provide regular feedback and coaching to help them achieve their goals and enhance their skills. Celebrate and recognize performance and outstanding achievements to motivate and retain talent.
• Serve as the escalation point for complex client issues, ensuring timely and effective resolution. Prioritize client satisfaction by addressing concerns with empathy and professionalism, reinforcing the firm's commitment to exceptional client care.
• Represent JPMorgan Chase at industry events and networking opportunities. Enhance the firm's brand visibility and reputation by showcasing its commitment to excellence and innovation in the financial services industry.
• Create and promote a culture of risk management and controls. Ensure that teams operate within the firm's risk and controls framework, including adherence to the firm's Code of Conduct. Take ultimate responsibility for safeguarding clients and the business by acting with appropriate understanding and urgency.

Required qualifications, capabilities, and skills

• Proven track record of growth and leadership with demonstrated success in building a business that features a holistic approach to banking, investments, and lending for affluent clients, with a strong emphasis on personalized client care and strategic growth initiatives.
• Extensive experience (10+ years) in banking, wealth management, or financial services, with a focus on serving affluent clients. At least 5 years of management experience, showcasing a commitment to nurturing talent and fostering a culture of excellence in client service.
• Proven expertise in recruiting, developing, and coaching exceptional professionals who can serve affluent clients across their banking, investment, and lending needs, with a focus on enhancing employee engagement and client loyalty.
• Strong capability to cultivate a client-centric culture that prioritizes personalized service and long-term relationship building, ensuring the highest level of client care and satisfaction.
• Strong track record in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach, with a focus on innovative strategies for the affluent segment.
• Exceptional interpersonal and communication skills, coupled with strategic thinking abilities, to effectively engage with clients and employees, drive business growth, and uphold a sound risk and controls environment.
• Proven success in building and maintaining internal partnerships across various departments to enhance service delivery and client care, with a focus on collaborative growth strategies.
• Ability to travel 30% of the time; willingness and ability to travel as needed to support strategic growth initiatives and client engagement efforts.

Preferred qualifications, capabilities, and skills

• College degree or military equivalent preferred.

As a Relationship Executive on the Applied Technology team, you will be responsible for growing and retaining profitable relationships within the dynamic Applied Technology sector. By focusing on world changing technologies across robotics, space, quantum computing, semiconductors, you will support the growth of founders innovating at the intersection of hardware and software.

Job Responsibilities

• Demonstrate the ability to build a brand within your market that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients”
• Develop new business in your market by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
• Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
• Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
• Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships

Required Qualifications, Capabilities and Skills

• 8+ years of related experience
• Strong understanding of Commercial Banking products and services
• Understanding and interest in high growth software, payments, ecommerce and marketplaces
• Excellent sales management and business development skills
• Proficiency in building and maintaining positive client relationships
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• FINRA Series 79, 63 and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus.

As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both clients and advisors, as well as field leadership. You will adopt a goal-oriented approach when engaging with clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.

Job Responsibilities:

• Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
• Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning.
• Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
• Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus.
• Promote J.P. Morgan’s knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
• Work with Advisors to develop business opportunities with new and existing clients.
• Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients.
• Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
• Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field.
• Travel to local and out of state branches, as needed.

Required qualifications, capabilities, and skills:

• 4-year college degree and either J.D, LLB, CPA or CFP
• 7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
• Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.
• Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
• Ability to drive business results with broad background in trust and estate planning issues.
• A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager.
• Strong presentation skills in one-on-one and group meetings
• Experience and ability in understanding clients’ financial situations and personal circumstances
• Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
• Individual with high ethical standards who never sacrifices integrity and works in the clients’ best interest

Preferred qualifications, capabilities, and skills:

• Series 7 & 66 required (may be fulfilled within 4 months of assuming role)
• Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
• 10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus
• Experience with financial planning software a plus

FEDERAL DEPOSIT INSURANCE ACT:

As the Market Director within our team, you will be at the forefront of representing our brand by utilizing best-in-class banking, lending, investment solutions, and thought leadership, along with cutting-edge digital technology. You will lead and develop a team of highly skilled Relationship Managers who nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. Your role requires strategic thinking, a passion for exceptional client service, and a history of successfully building omni-channel businesses to meet the financial needs of affluent clients. Additionally, you'll need expertise in Sales and Practice Management to ensure dynamic and consistent performance at both the Relationship Manager and market levels.

Job responsibilities

• Recruit, lead, mentor, and manage a team of exceptional Relationship Managers. Foster their professional growth by providing training and development opportunities. Ensure they deliver the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Spearhead the development and execution of market strategic plans aimed at expanding the affluent client segment. Focus on achieving business objectives by identifying growth opportunities and implementing innovative strategies that align with the JPMorgan Private Client vision.
• Build and maintain strong relationships with key clients and centers of influence. Leverage these relationships to enhance client satisfaction, loyalty, and advocacy, ultimately driving business growth.
• Foster relationships with leaders across various lines of business to identify collaborative opportunities. Work together to enhance client relationships and support prospecting efforts, ensuring a seamless and integrated client experience.
• Promote a culture of excellence, collaboration, and continuous improvement within the team and among internal stakeholders. Encourage open communication, knowledge sharing, and a commitment to delivering outstanding client experiences.
• Establish clear performance expectations for team members. Provide regular feedback and coaching to help them achieve their goals and enhance their skills. Celebrate and recognize performance and outstanding achievements to motivate and retain talent.
• Serve as the escalation point for complex client issues, ensuring timely and effective resolution. Prioritize client satisfaction by addressing concerns with empathy and professionalism, reinforcing the firm's commitment to exceptional client care.
• Represent JPMorgan Chase at industry events and networking opportunities. Enhance the firm's brand visibility and reputation by showcasing its commitment to excellence and innovation in the financial services industry.
• Create and promote a culture of risk management and controls. Ensure that teams operate within the firm's risk and controls framework, including adherence to the firm's Code of Conduct. Take ultimate responsibility for safeguarding clients and the business by acting with appropriate understanding and urgency.

Required qualifications, capabilities, and skills

• Proven track record of growth and leadership with demonstrated success in building a business that features a holistic approach to banking, investments, and lending for affluent clients, with a strong emphasis on personalized client care and strategic growth initiatives.
• Extensive experience (10+ years) in banking, wealth management, or financial services, with a focus on serving affluent clients. At least 5 years of management experience, showcasing a commitment to nurturing talent and fostering a culture of excellence in client service.
• Proven expertise in recruiting, developing, and coaching exceptional professionals who can serve affluent clients across their banking, investment, and lending needs, with a focus on enhancing employee engagement and client loyalty.
• Strong capability to cultivate a client-centric culture that prioritizes personalized service and long-term relationship building, ensuring the highest level of client care and satisfaction.
• Strong track record in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach, with a focus on innovative strategies for the affluent segment.
• Exceptional interpersonal and communication skills, coupled with strategic thinking abilities, to effectively engage with clients and employees, drive business growth, and uphold a sound risk and controls environment.
• Proven success in building and maintaining internal partnerships across various departments to enhance service delivery and client care, with a focus on collaborative growth strategies.
• Ability to travel 30% of the time; willingness and ability to travel as needed to support strategic growth initiatives and client engagement efforts.

Preferred qualifications, capabilities, and skills

• College degree or military equivalent preferred.

As an Industry Executive on the Technology, Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within the Middle Market Banking & Specialized Industries specializing in Technology.

Job Responsibilities

• Demonstrate the ability to build a brand that represents Technology banking as the “Leading Innovation Economy bank serving the best and most diverse clients”
• Develop new business by acquiring new relationships, deepening existing relationships by delivering the entire Firm, and leading internal strategic discussions across all our solutions including credit and payments
• Relentlessly focus on seeking out the best and most diverse founders powering innovation by leveraging a referral network built through business activities and relationship development
• Champion a culture of innovation and a customer centric mindset balanced with the ability to manage risk (credit, operational, and reputational) appropriately
• Be passionate about innovation, the start-up eco-system and entrepreneurship, leading to a desire to stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
  

Required Qualifications, Capabilities and Skills

• 12+ years of business development, commercial banking, or other relevant sales experience in the technology ecosystem. Proven track record of sourcing and navigating complex sales opportunities, ideally in commercial banking, venture debt, venture capital, or other technology-related
• Strong understanding of Commercial Banking products and services
• Understanding and interest in high growth software, payments, ecommerce and marketplaces
• Excellent sales management and proficiency in building and maintaining positive client relationships
• Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
• Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• FINRA Series 79, 63, 24, and Securities Industry Essentials licenses required or must obtain within 180 days of hire

Preferred Qualifications, Capabilities and Skills

• Bachelor’s degree and formal credit training preferred
• Strong committed team player, looking to add to a national team of likeminded, passionate Innovation Economy bankers

FEDERAL DEPOSIT INSURANCE ACT: