JPMorgan JPMorgan Private Client Market Director - Palo Alto CA 

United States, California, Palo Alto 

554626208

As a Market Director within JPMorgan Private Client, you will lead and develop a team of highly skilled, office-based Relationship Managers. These managers serve affluent clients with over $1MM in investable assets, catering to their investment, banking, and lending needs. Your role will require strategic thinking, a passion for excellent client service, and a proven track record in building an omni-channel business aimed at meeting the financial needs of affluent clients. You will be responsible for promoting the delivery of comprehensive financial solutions that exceed client expectations and foster long-term relationships. Your role will also require proficiency in Sales and Practice Management, ensuring dynamic and consistent business performance at both the Relationship Manager and market level.

Job responsibilities

• Develop and execute regional strategic plans to grow the affluent client segment and achieve business objectives
• Recruit, lead, mentor, and develop a team of exceptional Relationship Managers delivering a holistic set of wealth, banking, and lending solutions for affluent clients with $1MM + in investable assets
• Foster a culture and reputation of excellence, collaboration, and continuous improvement with the team and internal stakeholders
• Set clear performance expectations and provide regular feedback and coaching to team members
• Act as an escalation point for complex client issues, ensuring timely and effective resolution.
• Build and maintain strong relationships with key clients and centers of influence.
• Foster relationships with leaders across various lines of business to identify collaborative opportunities that enhance client relationships and support prospecting efforts
• Represent the company at industry events and networking opportunities to enhance brand visibility and reputation
• Create a culture of risk and control that acts with appropriate understanding and urgency; with ultimate responsibility to safeguard our customers and our business
• Ensure teams operated within the firm’s risk and controls framework, including the firm’s Code of Conduct

Required qualifications, capabilities, and skills

• Proven track record of growth and leadership building a business that features a holistic approach to wealth, banking, and lending for affluent clients
• Minimum of 10 years of experience in banking, wealth management, or financial services, with a focus on serving affluent clients and at least 5 years of Advisor management experience required
• Demonstrated ability to recruit, develop and coach exceptional professionals who can serve affluent clients across their wealth, banking, and lending needs
• Ability to foster a client-centric culture
• Strong understanding of wealth management, banking, and lending products and services
• Excellent interpersonal, communication, and strategic thinking skills, excellent follow-through, and a strong commitment to upholding a sound risk and controls environment
• Demonstrated ability to build and maintain internal partnerships across various departments to enhance service delivery and client satisfaction
• Proven success in business development, including working with strategic clients and centers of influence to drive business growth and expand market reach
• Ability to travel 30% of the time

Preferred qualifications, capabilities, and skills

• Bachelor’s Degree preferred and/or equivalent experience

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