Business Development Executive, JPM Private Client (Affluent)

Aumni; Columbus (OH); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Health care coverage

On-site health centers

Retirement plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Job summary

Chase is seeking a Managing Director, affluent segment business development, to lead go-to-market and growth strategy for the Private Client group. You will align partners across the firm to deliver a consistent client experience at scale and shape engagement across acquisition, deepening, and retention.

You will establish governance routines, work with data and technology teams to scale insights, and provide regular updates to senior leaders on priorities and risks.

Qualifications

• 12+ years of progressively senior leadership experience.
• Experience setting strategy and delivering growth at scale.
• Experience influencing executive stakeholders and cross-functional collaboration.
• Experience establishing governance, operating rhythms, and decision-making processes.
• Experience using financial and performance data to make commercial decisions.
• Experience managing budgets and headcount tradeoffs.
• Experience designing incentive frameworks in regulated environments.
• Experience leading transformation and change management.
• Demonstrated people leadership and succession planning.
• Strong written and verbal communication skills, including executive updates.

Responsibilities

• Set and execute affluent-segment business development strategy and operating plan.
• Lead onboarding and development of relationship managers in partnership with HR.
• Drive programs to improve retention and relationship deepening.
• Deliver a roadmap for centralized client insights and acquisition workflows.
• Partner to design and govern a referral strategy with service standards.
• Own RM incentive strategy and performance outcomes with cross-functional teams.
• Establish governance routines, decision rights, and success metrics.
• Collaborate with data/tech teams to scale workflows and assess AI implications.
• Provide regular updates to senior stakeholders on priorities and risks.
• Champion inclusive decision-making and talent development.

Skills

Strategic leadership

Executive influence

Governance design

Financial analysis

Budget management

Incentive design

Change management

People leadership

Cross-functional collab

Communication

Job description

Build a business development strategy that turns client needs into measurable growth. Join a senior leadership team focused on delivering consistent, high-quality experiences at scale. You’ll connect stakeholders across functions to simplify how teams acquire, deepen, and retain client relationships. If you thrive in complex environments and enjoy turning strategy into execution, this role offers broad impact and visible outcomes.

Job summary

As a Managing Director, business development (affluent segment) in the Private Client business development team, you will lead the go-to-market and growth strategy for the affluent segment while aligning partners across the firm to deliver a consistent client experience at scale. You will shape how relationship teams engage clients across acquisition, deepening, and retention using clear priorities, disciplined execution, and actionable insights. You will also strengthen governance, operating rhythms, and risk-aware decision-making to support sustainable performance.

Job responsibilities

• Set and execute the affluent-segment business development strategy, translating priorities into an operating plan, roadmap, and measurable outcomes.
• Lead relationship manager onboarding and development in partnership with Human Resources and training teams, building scalable capabilities in advisory excellence, licensing readiness, and client engagement practices.
• Drive engagement programs that improve retention and relationship deepening, using defined metrics, continuous improvement loops, and disciplined follow-through.
• Define and deliver a roadmap for centralized client insights and acquisition workflows, including predictive insights, to support faster and higher-quality responses to client needs.
• Partner across lines of business to design and govern a referral strategy with clear service standards, capacity alignment, and escalation paths.
• Own relationship manager incentive strategy and performance outcomes in partnership with compensation, finance, and controls stakeholders, using analytics to align commercial levers to business objectives and regulatory expectations.
• Establish governance routines, decision rights, and success metrics to support rollout, change management, and sustained execution.
• Partner with data and technology teams to scale insights and simplify administration of key workflows, including assessing implications of artificial intelligence for operating model, risk, and workforce.
  Provide regular updates to senior stakeholders on priorities, progress, risks, and results, and act on feedback to improve outcomes.
• Champion inclusive decision-making, talent development, succession planning, and empowerment through culture and strategic intent.

Required qualifications, capabilities and skills

• 12 +years of progressively senior leadership experience, including leading leaders in a matrixed, multi-site organization.
• Experience setting strategy and delivering measurable growth across acquisition, deepening, and retention at scale.
• Experience influencing executive stakeholders and delivering outcomes through partnership and cross-functional collaboration.
• Experience establishing governance, operating rhythms, and decision-making processes to drive execution and accountability.
• Experience using financial and performance data to make commercial decisions, prioritize initiatives, and remove roadblocks.
• Experience managing budget and headcount tradeoffs and delivering against defined objectives and metrics.
• Experience designing incentive frameworks and performance management in regulated environments.
• Experience leading transformation and change management initiatives with sustained execution.
• Demonstrated people leadership experience, including talent development and succession planning.
• Strong written and verbal communication skills, including delivering executive-level updates.

Preferred qualifications, capabilities and skills

• Experience in affluent, wealth, or private client-oriented financial services segments.
• Experience building or scaling centralized client insights, reporting, and field execution workflows.
• Experience designing enterprise referral programs with service-level expectations and escalation paths.
• Experience partnering closely with data, technology, and analytics teams to deliver measurable business outcomes.
• Experience supporting licensing readiness programs and advisory capability development.
• Experience evaluating and implementing artificial intelligence-enabled solutions within a controlled risk environment.

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.

• base salary determined based on the role, experience, skill set and location
• commission-based pay and/or discretionary incentive compensation
• paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions

• 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.

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

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. Lead affluent‑segment growth through acquisition, retention, and insights‑driven execution.