Market Director, Private Client Wealth & Growth

Aumni; Palo Alto (CA); On-site; USD 150,000 - 260,000; Full time

Benefits offered by this job

Total rewards

Health coverage

Retirement plan

Job summary

JPMorgan Chase in Palo Alto is seeking a Market Director to lead a team of relationship managers delivering high-touch private client banking, lending, and investment solutions. You will develop market strategies, nurture affluent client relationships, and drive sustainable growth across Palo Alto and Walnut Creek.

You will recruit, mentor, and coach your team, set performance expectations, and ensure exceptional client experiences while maintaining risk controls and cross-team collaboration.

Qualifications

• 10+ years in banking/wealth/financial services serving affluent clients.
• 5+ years recruiting, developing, coaching professionals serving affluent clients.
• Proven ability to build a client-centric culture focused on personalized service.
• Strong business development track record with strategic clients and centers of influence.
• Excellent interpersonal and communication with strategic thinking.
• Experience building internal partnerships to improve service delivery.
• Ability to travel up to 30%.

Responsibilities

• Recruit, lead, mentor, and manage a team of relationship managers, fostering their professional growth through training and development.
• Develop and execute market strategies to expand the affluent client segment and drive business growth across Palo Alto and Walnut Creek.
• Build and maintain strong relationships with key clients and centers of influence to enhance market reach.
• Collaborate with leaders across teams to identify opportunities and deliver seamless client experiences.
• Promote a culture of excellence, collaboration, and continuous improvement within the team and among stakeholders.
• Establish clear performance expectations, providing regular feedback and coaching to help team members achieve goals.
• Serve as the escalation point for complex client issues, ensuring timely and effective resolution.
• Represent the firm at industry events and networking opportunities to strengthen the firm’s presence in Palo Alto and Walnut Creek.
• Create and promote a culture of risk management and controls to ensure compliance and mitigate risks.
• Monitor and report on team performance, using data to inform decisions and drive results.
• Champion client-centric initiatives that enhance personalized service and long-term relationship building.

Skills

10+ years banking/wealth

Recruiting/coaching

Client-centric culture

Business development

Communication skills

Internal partnerships

Willing to travel

Education

College degree

Job description

JPMorgan Chase in Palo Alto is seeking a Market Director to lead a team of relationship managers delivering high-touch private client banking, lending, and investment solutions. You will develop market strategies, nurture affluent client relationships, and drive sustainable growth across Palo Alto and Walnut Creek.

You will recruit, mentor, and coach your team, set performance expectations, and ensure exceptional client experiences while maintaining risk controls and cross-team collaboration.