דרושים Executive Director ב-United States, California, Irvine

The Wealth Management division of JPMorgan Chase & Co. is part of the Asset & Wealth Management business segment. For over 160 years, it has provided customized solutions and client service of the highest quality to address the complex needs of wealthy individuals and their families around the world. With assets under management of $2.4 trillion, it is one of the largest asset and wealth managers globally. The firm is establishing a market-leading function within Operations to help manage the regulatory risks involved in onboarding clients, with particular attention to meeting regulatory AML and KYC requirements.

As an Onboarding Officer in Asset & Wealth Management, you will be responsible for the end-to-end client onboarding process, including all aspects of client onboarding and fulfillment of Anti-Money Laundering (AML) and Know Your Client (KYC) requirements. Once trained, you will work with a wide range of jurisdictions and entity types, undertake quality reviews of clients’ KYC records, and serve as the point of contact for KYC and reporting issues for designated clients.

Job Responsibilities

• Advise external and internal partners on documentation requirements, and review legal, account opening, and tax documentation to ensure compliance with regulatory and internal policies for account opening and maintenance.
• Document clients on due diligence and related systems, update profiles periodically, and partner with client-facing teams to ensure all client records are compliant with regulatory standards. Ensure high-quality and timely completion of all client-level due diligence requirements at the onset of client relationships. Discuss and escalate complex issues with Compliance regarding client types and structures, financial products and services, and other risk-related matters.
• Own the end-to-end onboarding of new clients, assist with drafting and gathering client documents, and make independent recommendations regarding AML risk at the client level prior to final review by the client-facing team. Stay current with all regulatory changes and requirements related to client suitability and documentation.
• Analyze and understand complex client structures, explain them to colleagues across the business, and appropriately escalate any risks identified during the documentation review process.
• Partner with client-facing teams to collect required legal documents and associated information to meet all regulatory and internal policies.
• Act as a subject matter expert on required legal documents and processes to onboard clients to the relevant platform, reviewing clients’ constitutional documentation with consideration for relevant tax, regulatory, and corporate law issues, as applicable.

Required Qualifications, Capabilities, and Skills

• Fluency in English and Italian
• Prior AML/KYC experience or a relevant degree such as Law
• Attention to detail and strong written and oral communication skills, with the ability to influence internal and external stakeholders
• Strong analytical, prioritization, and organizational skills, with a logical, structured approach to planning, problem-solving, and decision-making
• Strong risk and controls awareness, with the capacity to think laterally and convey an understanding of the broader context
• Ability to maintain a sense of urgency and prioritize/multi-task, with a strong client focus and the ability to partner with various internal groups and client coverage teams
• Ability to successfully navigate a complex infrastructure involving numerous groups and individuals, coupled with a consultative approach and an understanding of business partner needs, proactively delivering solutions

Preferred Qualifications, Capabilities, and Skills

• In addition, the team reviews documentation in French, Dutch, Spanish, and German. We would welcome your application if you are also fluent in any of these languages.

• Bachelor's degree or equivalent practical experience
• 15 years of experience within one or more of the following fields: strategy consulting, business development, or corporate strategy leadership
• 5 years of management experience leading teams in a cross-functional environment
• 5 years of experience in the Telco industry
• Experience managing partnerships with Telco companies

• Experience managing partners and leading complex, multi-stakeholder deals
• Experience in leading cross-functional strategic projects (e.g., strategic plan, new product launch) from inception to deployment
• Experience influencing leaders, presenting to executives, and navigating senior stakeholder relationships and conflict resolution
• Deep knowledge of the telecommunications industry and a proven track record of managing partnerships with telco companies
• Ability to lead through change, adapt to ambiguity, evaluate risk, and thrive in fast-paced environments

Our Bankers are required to have deep working knowledge of our solutions including, but not limited to: Credit, Treasury Services, International Banking, Syndicated Finance, Commercial Card and J.P. Morgan Merchant Services. Our strongest Bankers have a methodical approach to the market activity and prospecting. We deliver locally and therefore our ideal candidate has deep local connections and market knowledge.

Job Responsibilities

• Manage, retain and deepen a portfolio of Commercial Banking business clients with annual revenue between $20 million - $100 million
• Champion a culture of innovation and a customer centric mindset
• Utilize knowledge of business, finance, payment solutions, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• 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
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required Qualifications, Capabilities and Skills

• Seven plus years direct lending or credit support related experience with a focus on business relationships
• Understanding of Commercial Banking products and services
• 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
• Strategic and inquisitive mindset, knowledge of the bank and its offerings, and ability to gain support from partners to manage large client book

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
• 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:

• Bachelor's degree or equivalent practical experience
• 15 years of experience within one or more of the following fields: strategy consulting, business development, or corporate strategy leadership
• 5 years of management experience leading teams in a cross-functional environment
• 5 years of experience in the Telco industry
• Experience managing partnerships with Telco companies

• Experience managing partners and leading complex, multi-stakeholder deals
• Experience in leading cross-functional strategic projects (e.g., strategic plan, new product launch) from inception to deployment
• Experience influencing leaders, presenting to executives, and navigating senior stakeholder relationships and conflict resolution
• Deep knowledge of the telecommunications industry and a proven track record of managing partnerships with telco companies
• Ability to lead through change, adapt to ambiguity, evaluate risk, and thrive in fast-paced environments

Job Category

Job Details

HR ServiceIT Service

As an Account Executive, you’ll formulate and execute a scalable sales strategy within a designated vertical—driving growth by penetrating our existing Salesforce customer base and attracting new customers. You’ll help organizations improve employee experience, HR efficiency, and IT service delivery with seamless self-service portals, HR service management, and IT service management solutions.

You’ll be responsible for:

• Prospecting, pipeline generation, and revenue attainment.

• Navigatingmedium to long sales cyclesfor strategic, high-value deals.

• Ensuring customer satisfaction for early adopters and expansion customers

• Develop strong internal and customer relationships to create win-win sales opportunities.

• Clearly communicate the value of Salesforce’sHR ServiceandIT Service/ITSMcapabilities to potential customers.

• Drive revenue growth by closing new business and expanding existing accounts within your vertical.

• Develop and execute sales campaigns targetingemployee service transformationacross HR and IT.

• Generate and qualify leads, manage a robust pipeline, and assist core Account Executives in closing strategic deals.

• Engage with stakeholders across HR, IT, and operations to understand business challenges and develop tailored, outcome-based solutions.

• Maintain accurate sales forecasting and CRM updates.

• Collaborate with solution engineers, marketing, and customer success teams to provide a seamless end-to-end client experience

• 6+ years of quota-carrying enterprise software or technology sales experience, ideally inSaaS,Employee Experience,HR Service Management,ITSM, orITOM.

• Proven experience insolution sellingandvalue-based sellingto multiple stakeholders.

• Strong knowledge ofITSM platforms, IT operations, and theITIL framework.

• Familiarity withHR tech,employee experience platforms, andHCM systems(e.g., Workday) is a plus.

• Bachelor’s degree strongly preferred.

• Strong consultative selling skills with a track record of exceeding sales goals.

• Proven ability to navigate complex, multi-stakeholder sales processes.

• Competitive spirit, resourcefulness, and ability to solve complex problems.

• Business acumen to articulate ROI across HR, IT, and operational use cases.

• Skilled in objection handling, negotiation, and closing high-value deals.

• Ability to collaborate cross-functionally and act as a trusted advisor.

• Knowledge of ITSM tools (e.g., ServiceNow, Atlassian), HCM systems, and employee service solutions

• Health, life insurance, retirement saving plan

• Monthly wellness allowance

• Flexible time off & leave policies

• Parental benefits

• Perks and discounts

• More details about our company benefits can be found at the following link:

Unleash Your Potential

When you join Salesforce, you’ll be limitless in all areas of your life. Our benefits and resources support you to find balance and

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Posting Statement

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