As Head of Field Advisory & Practice Management, Executive Director for J.P. Morgan Private Client, you will lead the strategy 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. In addition, you will be responsible for training strategy and programing 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)
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Required qualifications, skills, and capabilities
- At least 10 years financial services experience with a strong consultative background
- Deep knowledge of affluent market and key drivers of client management success
- 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
ABOUT US
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions - all while ranking first in customer satisfaction.
For many, owning a home is the ultimate dream and we're here to help customers make responsible choices throughout the home buying process through our online tools and advice. Whether purchasing a first home or vacation home, refinancing an existing loan or tapping into a home equity line of credit, we offer comprehensive services to help homeowners at every stage of their journey.