As the Field Development and Recruitment Strategy lead for J.P. Morgan Private Client, you will leadstrategy and execution of a Relationship Manager center of excellence which includes talent acquisition strategy, client advisory and sales training, new Relationship Manager onboarding, and the creation of a home-grown Relationship Manager development program.You will also oversee the training strategy and programming for Regional Relationship Managers and Client Experience Specialists.
Job responsibilities
- Provide insight and execute strategies to attract and retain top client management talent to serve the affluent market at scale
- Work closely with Field Leaders and Relationship Managers to design and deploy effective training and development strategies resulting in exceptional client outcomes and consistent business growth
- Create programmatic strategies and infrastructure to execute Relationship Manager recruiting, development, and retention that Field Leaders can deploy in their respective regions and markets
- Help train-the-trainers (Regional Relationship Managers) to deliver coaching and programming at scale
- Develop high impact programing resulting in exceptional relationship managers able to build successful businesses through client acquisition and deepening existing client relationships
- Create and oversee a thorough end-to-end Relationship Manager onboarding program that includes knowledge and skill development, practice management, and all controls-related processes and requirements (e.g., licensing)
Required qualifications, skills, and capabilities
- Direct experience working with affluent clients and/or subject matter expertise in the affluent wealth market
- Deep knowledge of affluent market and key drivers of client management success
- At least 10 years financial services experience with a strong consultative background
- Able to design and operationalize business strategies that can be tracked, measured and that adhere to all applicable controls
- Exceptional communication skills, effective in presenting recommendations to senior management and capable of influencing multiple stakeholders
- Proactive; takes initiative to identify solutions; executes with a sense of urgency
- Excellent relationship management skills and ability to navigate a large, complex organization
- Intellectually curious, client first mindset, team-oriented, and high energy level with passion for driving quantifiable business results
- Team leadership and proven ability to attract, develop and retain top talent
- Experience anticipating and proactively addressing senior management concerns