J.P. Morgan Private Client is more than a financial services provider, it is an advice-based relationship experience, bringing clients the breadth of J.P. Morgan Chase’s expertise and extensive banking, lending, and wealth management capabilities through a dedicated Relationship Manager. J.P. Morgan Private Client is growing amid the launch of its new offering focusing on affluent families, individuals, and their businesses - and creating a continuum between Chase Private Client and J.P. Morgan Private Bank. As a member of this new team, you will participate in establishing a new business for J.P. Morgan Chase.

As the Field Development and Recruitment Strategy lead for J.P. Morgan Private Client, you will lead 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. You will also oversee the training strategy and programming 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)

 Required qualifications, skills, and capabilities

Direct experience working with affluent clients and/or subject matter expertise in the affluent wealth market Deep knowledge of affluent market and key drivers of client management success At least 10 years financial services experience with a strong consultative background 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