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JPMorgan JP Morgan Wealth Management – Private Client Advisor Lake Havasu AZ United States, Arizona, Lake Havasu City 818598342
21.08.2025
Leverage your deep technical knowledge to reshape how clients experience our products and help to elevate every client interaction.
is a division of Payments. For more than 200 years, J.P. Morgan has helped clients make trade payments, access liquidity, and manage risk. We connect counterparties with market-leading Core Trade, Supply Chain Finance (SCF), A/R Finance, Inventory Finance, Contract Monetization, and Export Finance solutions. Our institutional strength, practical expertise, comprehensive technology, and unparalleled network enable us to deliver powerful global solutions, when and where our clients need them. Our global product and technology platform, integrated client service model and network of operational centers enable us to deliver a consistent set of services to clients no matter where they are across the world.
Job responsibilities
- Advises Client Solutions Architect teams on the strategies and best practices for configuring and modifying the firm’s existing products and solutions, often in partnership with Technology, to fit complex client use cases
- Coordinates with clients and our Development and Delivery teams, drawing on technical knowledge, experience, and client feedback to lead product design and define the development requirements for enhancements
- Engages Sales in solutioning and mandating deal stages on high-level pricing, pipeline planning, and account planning
- Manages a large team running deal execution, implementation, and post close management of all T&WC products
- Leads seamless collaboration with the Originators in support of ambitious revenue targets
- Leads effective Risk and Controls management
- Guides the team on Change Management processes to enhance scalability.
- Ensures seamless client engagement and adherence to Transactional Control aspects of credit related Trade products
Required qualifications, capabilities, and skills
- 8+ years of experience or equivalent expertise working within a broad set of products to solve client use cases
- Extensive experience in partnering with clients in a technology field with engineers
- Experience in supporting a Sales team while pitching and delivering complex technical products, projects, or applications
- Demonstrated experience in structuring and handling complex business solutions or technology problems to meet client needs while advising teams on strategies and best practices
- Advanced understanding of Trade, Trade products and proven experience in structured transactions
- Demonstrate strong leadership skills and the ability to work effectively in a global team environment, spanning multiple disciplines and locations
- Exhibit the ability to multitask within the broader scope of the PSD team, managing workflow and capacity to ensure timely execution of new deals, as time to revenue is a key performance indicator
- Possess excellent verbal and written communication skills, with the ability to communicate effectively across the organization and clients
- Show proficiency in customized data analytics, with advanced working knowledge of Excel (including macros, pivots, and graphs) and PowerPoint applications.
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