Private Client Market Director - Lead HNW Growth

JP Morgan Chase; Palo Alto (CA); Presencial; USD 180.000 - 240.000; Jornada completa

Descripción de la vacante

JPMorgan Chase in Palo Alto, CA is seeking a Market Director for its Private Client team. You will lead and develop a group of relationship managers delivering high-touch banking, lending, and investment solutions to affluent clients, with a focus on growth and client-centric service across Palo Alto and Walnut Creek.

You will drive market strategies, mentor professionals, and partner with stakeholders to ensure exceptional client experiences, compliance, and risk management while expanding the

Formación

• 10+ years of experience in banking, wealth management, or financial services, with a focus on serving affluent clients.
• 5+ years of experience recruiting, developing, and coaching professionals who serve affluent clients across banking, investment, and lending needs.
• Proven ability to cultivate a client-centric culture focused on personalized service and long-term relationships.
• Strong track record in business development, working with strategic clients and centers of influence to drive growth.
• Strong interpersonal and communication skills with strategic thinking abilities.
• Demonstrated success in building and maintaining internal partnerships to enhance service delivery and client care.
• Ability to travel up to 30% of the time as needed.

Responsabilidades

• 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

Conocimientos

Leadership

Client-centric service

Business development

Coaching & mentoring

Strategic thinking

Cross-functional collaboration

Communication skills

Travel up to 30%

Educación

College degree

Descripción del empleo

JPMorgan Chase in Palo Alto, CA is seeking a Market Director for its Private Client team. You will lead and develop a group of relationship managers delivering high-touch banking, lending, and investment solutions to affluent clients, with a focus on growth and client-centric service across Palo Alto and Walnut Creek.

You will drive market strategies, mentor professionals, and partner with stakeholders to ensure exceptional client experiences, compliance, and risk management while expanding the